Default Setting
Default Settings in the Product Option Settings step allow you to configure how product options behave when products are added or viewed in the Line Item Editor.

Unfold by Default
When the Line Item Editor loads, option line item lists for configured products are automatically unfolded to display all added options.
If you want to hide the option lists upon loading, deactivate the βUnfold by Defaultβ setting.

Example
Unfold by Default Activated
Options are visible upon editor load.

Unfold by Default Deactivated
When βUnfold by Defaultβ is deactivated, the option lists are hidden. To view the options, click the line item row with the expand icon () displayed next to it.


Skip Options Selection
When Product Options are enabled, selecting a product through the lookup selector typically includes an additional step for selecting options. By activating the βSkip Option Selectionβ setting, you can bypass this step, allowing the product to be added directly.
However, options can still be selected or modified later in the Line Item Editor.

Example
Default Behavior
The option selection step appears after selecting a product.

Skip Option Selection Activated
Activating the βSkip Option Selectionβ setting skips the option selection step after selecting a product, as shown in the image below. Even if this step is skipped, you can still select or add options later in the Line Item Editor.

Option Filters
Options are retrieved based on the selected product and the Pricebook (Pricebook2Id
) of the parent object, such as Opportunity, Quote, or Order.
If you want to add additional criteria for retrieving options, you can configure Option Filters. These filters follow the SOQL WHERE clause syntax and are applied to the Product Option object (SBLI__ProductOption__c
).
Example Filter:
Using Query Wizard
Instead of manually writing filters, you can use the Query Wizard to generate them automatically, simplifying the setup process.
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