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  • Product Feature
  • Product Option

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  1. SmallBuilder Line Items
  2. Product Option
  3. Product Option Setup Steps

Configure Product Option Data

PreviousLine Item SettingNextDisplay and Storage of Line Item Option Values

Last updated 4 months ago

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Product Option data is managed using two objects: Product Feature (SBLI__ProductFeature__c) and Product Option (SBLI__ProductOption__c). Both objects reference the Product (Product2) object and serve the following purposes:

  • Product Feature: An optional object used to group product options into categories.

  • Product Option: The primary object for managing option products and their related information.

While the main focus is on configuring data in the Product Option object, the Product Feature object can be used additionally if needed for grouping purposes.

Product Feature

The Product Feature object allows you to group product options by category.

Object

Label
API Name

Product Feature

SBLI__ProductFeature__c

Fields

Label
API Name
Description
Required

Order

SBLI__Order__c

Defines the sequence in which options are displayed on the option selection screen.

Main Product

SBLI__Product__c

Specifies the main product that the options belong to.

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Description

SBLI__Description__c

Provides a description of the product feature.

Multi Selectable

SBLI__MultiSelectable__c

Determines whether multiple options can be selected within the group.

Product Option

The Product Option object is the core component for managing option products and their associated details.

Object

Label
API Name

Product Option

SBLI__ProductOption__c

Fields

Label
API Name
Description
Required

Order

SBLI__Order__c

Determines the display order of options in the selection screen.

Feature

SBLI__Feature__c

A lookup field referencing the Product Feature object for grouping options.

Main Product

SBLI__Product__c

Specifies the configured product.

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Option Product

SBLI__OptionalProduct__c

Indicates the product used as an option.

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Quantity

SBLI__Quantity__c

Specifies the quantity of the option, with a default value of 1.

Unit Price

SBLI__UnitPrice__c

Sets the unit price for the option. If left blank, the price is fetched from the price book entry.

Discount (%)

SBLI__Discount__c

Indicates the discount percentage for the option, applied to the total price.

Discount Amount

SBLI__DiscountAmount__c

Specifies the discount amount for the option, applied to the total price.

Required

SBLI__Required__c

Marks the option as mandatory during selection.

Selected

SBLI__Selected__c

Sets the option as selected by default.

Included

SBLI__Included__c

Marks the option as included, meaning its cost is not reflected in the unit price or total price. Included options are labeled as “Included” in the editor.

Price Editable

SBLI__PriceEditable__c

Allows users to edit the option’s unit price (default: not editable).

Quantity Editable

SBLI__QuantityEditable__c

Allows users to edit the option’s quantity (default: not editable).

Min Quantity

SBLI__MinQuantity__c

Specifies the minimum quantity if the option’s quantity is editable.

Max Quantity

SBLI__MaxQuantity__c

Specifies the maximum quantity if the option’s quantity is editable.

Description

SBLI__Description__c

Provides detailed information about the option.

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