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 “Unfold by Default” setting.

Example

Unfold by Default Activated

Options are visible upon editor load.

편집기 로드 시 옵션이 확장되어 있음

Unfold by Default Deactivated

When “Unfold by Default” 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 “Skip Option Selection” 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.

Skipping the option selection step does not remove the ability to add or modify options. Options can always be managed in the Line Item Editor.

Example

Default Behavior

The option selection step appears after selecting a product.

기본적으로 옵션 선택 단계가 나타남

Skip Option Selection Activated

Activating the “Skip Option Selection” 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:

IsActive__c = true

Using Parent Object Fields in Filters

To reference a parent object’s field in a filter, use the {$Parent.FieldName} syntax. For example, to retrieve records that match the currency of the parent object, you can write the filter as:

CurrencyIsoCode = {$Parent.CurrencyIsoCode}

This allows the filter to dynamically reference the parent object’s currency field, ensuring contextually appropriate query results.

Using Query Wizard

Instead of manually writing filters, you can use the Query Wizard to generate them automatically, simplifying the setup process.