Getting Stared with the Builder

How to Launch the Builder

1. Open the App Launcher( ) 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.

1. Navigate to the SmallBuilder Line Items app.

2. Open the Line Item Editor tab.

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.

1. Top Panel Features

In the top-left corner, the Builder displays the activation status alongside buttons for key actions:

Preview	View the configurator based on the latest saved Builder settings.
Add Button	Generate buttons for the configurator based on activated Builder settings. Assign buttons to desired page layouts for the parent object.
Activate	You must activate the Builder to use it as a configurator. Inactive Builders cannot be used.
Save	Save the Builder configuration.
Clone	Duplicate the Builder based on the latest saved settings. After clicking the Clone button, click Save to complete the duplication.
Reset	Restore the Builder to its most recently saved configuration if changes need to be reverted.
Help	Access the help documentation for SmallBuilder Line Items.

2. Configuration Steps

The Builder guides you through three primary steps, displayed in the right-side panel. Selecting any step updates the main panel accordingly:

Relate Objects	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.
Setup Lookup Selector	Configure fields for the Lookup object, including column alignment, width, and sorting settings for the Line Item Editor.
Setup Line Item Editor	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).

3. Left-Side Panel

Use this panel to configure basic settings for the Builder, including the Builder name, screen scaling, and user experience adjustments for different devices.

4. Configuration Panel

Displays the settings for the selected step in the right-side panel.