> For the complete documentation index, see [llms.txt](https://help.smallbuilder.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.smallbuilder.com/smallbuilder-line-items/builder/getting-stared-with-the-builder.md).

# Getting Stared with the Builder

### How to Launch the Builder

1. Open the **App Launcher**( ![](/files/WWjvDOQDjogTXDWLwUI1) ) and search for **SmallBuilder Line Items**, then navigate to it.
2. Go to the **Line Item Editor tab** and click **New** to launch the Builder.

<div><figure><img src="/files/ZDgzrQRmXUL9Dl5ys9JY" alt=""><figcaption><p>1. Navigate to the SmallBuilder Line Items app.</p></figcaption></figure> <figure><img src="/files/z0q97ljABoDY3TU5hYuu" alt=""><figcaption><p>2. Open the Line Item Editor tab.</p></figcaption></figure></div>

### Builder Layout

The Builder provides key functions like saving, deleting, and creating buttons in the top panel. The left-side panel manages basic settings and label changes, while the right panel offers step-by-step configuration.

<figure><img src="/files/nwtj7GxdFQZ98rdnfV0w" alt=""><figcaption></figcaption></figure>

<table data-header-hidden><thead><tr><th width="100"></th><th></th></tr></thead><tbody><tr><td><strong>1</strong></td><td><p><mark style="color:orange;"><strong>Top Panel Features</strong></mark><br>In the top-left corner, the Builder displays the activation status alongside buttons for key actions:</p><ul><li><strong>Preview:</strong> View the configurator based on the latest saved Builder settings.</li><li>Add Button: Generate buttons for the configurator based on activated Builder settings. Assign buttons to desired page layouts for the parent object.</li><li><strong>Activate</strong>: You must activate the Builder to use it as a configurator. Inactive Builders cannot be used.</li><li><strong>Save</strong>: Save the Builder configuration.</li><li><strong>Clone</strong>: Duplicate the Builder based on the latest saved settings. After clicking the Clone button, click Save to complete the duplication.</li><li><strong>Reset</strong>: Restore the Builder to its most recently saved configuration if changes need to be reverted.</li><li><strong>Help</strong>: Access the help documentation for SmallBuilder Line Items.</li></ul></td></tr><tr><td><strong>2</strong></td><td><p><mark style="color:orange;"><strong>Configuration Steps</strong></mark><br>The Builder guides you through three primary steps, displayed in the right-side panel. Selecting any step updates the main panel <img src="/files/YzpfcfJKr0f9aowcTmYd" alt="" data-size="line"> accordingly:</p><ul><li><strong>Relate Objects</strong>: Define which objects to use as the Parent, Lookup, and Line Item. The selected objects must have junction relationships. Both standard and custom objects are supported.</li><li><strong>Setup Lookup Selector</strong>: Configure fields for the Lookup object, including column alignment, width, and sorting settings for the Line Item Editor.</li><li><strong>Setup Line Item Editor</strong>: Add fields for the Line Item object and apply advanced settings, such as column alignment, width, and properties based on field types (e.g., numbers, lookup fields).</li></ul></td></tr><tr><td><strong>3</strong></td><td><mark style="color:orange;"><strong>Left-Side Panel</strong></mark><br>Use this panel to configure basic settings for the Builder, including the Builder name, screen scaling, and user experience adjustments for different devices.</td></tr><tr><td><strong>4</strong></td><td><mark style="color:orange;"><strong>Configuration Panel</strong></mark><br>Displays the settings for the selected step in the right-side panel.</td></tr></tbody></table>