SmallBuilder Help
AppExchangeContact Us
πŸ‡ΊπŸ‡Έ English
πŸ‡ΊπŸ‡Έ English
  • SmallBuilder Help
  • Getting started with SmallBuilder
    • License and Permission Set Assignment
    • Organization Currency Setup
    • Connected App Configuration
  • πŸ“¦SmallBuilder Line Items
    • Release Notes
      • '25 Update
        • v 1.38
        • v 1.37
    • SmallBuilder Line Items Overview
    • Getting Started
      • Assigning Licenses and Permissions
      • Organization Currency Setup
      • Connected App Setup
    • Builder
      • Getting Stared with the Builder
      • Default Setting
        • Responsive Screen Configuration for Devices
        • Adjusting Editor Screen Ratio
        • Modifying Editor Labels
        • Lookup Selector Settings
          • Search All on Load
          • Expand Filters by Default
          • Allow Select Duplicate Item
          • Caching to Improve Performance
          • Records Per Page
        • Line Item Editor Settings
          • Show Summary
          • Freeze First Column
      • Builder Setup Steps
        • Relate Objects
          • Parent Object
          • Line Item Object
            • Set Object and Parent Reference Field
            • Set Filters and Sorting for Saved Line Items
            • Control Line Item Deletion
            • Set Auto-Numbering
          • Lookup Object
            • Select Lookup Reference Field
            • Set Keyword Search
            • Block Lookup Selector
            • Set Filters and Sorting for Lookup Records
        • Setup Lookup Selector
          • Add Columns
          • Reorder Columns
          • Change Column Labels
          • Set Column Width
          • Change Text Alignment
          • Add Virtual Columns for DataSource
        • Setup Line Item Editor
          • Add Columns
          • Reorder Columns
          • Change Column Labels
          • Set Default Value
          • Source Field: Assigning Default Values from Parent or Lookup Fields
          • Set Column Width
          • Change Text Alignment
          • Set Field Input to Read-Only
          • Set Field Input as Required
          • Display Totals
          • Hidden Setting for Line Item Editor Columns
          • Exclude Certain Fields from Saving
        • Preview
        • Activate
        • Create Button and Add to Page Layout
      • DataSource
        • Basic DataSource: Retrieve Related Object Data
        • Advanced: Retrieve Data Using Apex Classes
      • Cloning the Builder
      • Resetting a Builder
      • Insert Filters Using the Query Wizard
      • Inserting Custom Labels into Editor Labels
    • Product Option
      • Product Option Setup Steps
        • Activate Product Options
        • Configure Product Options
          • Default Setting
          • Line Item Setting
        • Configure Product Option Data
      • Display and Storage of Line Item Option Values
    • Use Cases
      • Utilizing the Editor’s Aura Component
    • FAQ
  • πŸ“¦SmallBuilder Lists
    • SmallBuilder Lists Introduction
    • Getting Started with SmallBuilder Lists
      • Assigning Licenses and Permissions
      • Organization Currency Setup
      • Connected App Setup
    • Getting Started with Builder
    • Builder Setup Steps
      • Default Setup
        • Title
        • Legend
        • Allow Export
        • Allow Import
        • Show Icon
      • Datatable Setup
        • QUERY
        • Multi Selectable
        • Show Summary
        • Add and Edit Columns
          • Column Editing by Type
        • Add Virtual Column
        • Add Row Action
      • Data Import Setup
      • Action Setup
        • Add Action
      • Filter Setup
        • Add and Configure Filters
          • Filter Editing by Type
      • Compact Configurator Setup
        • Add and Configure Columns
          • Editing by Column Type
      • Mobile Setup
      • DataSource Setup
        • Basic DataSource
          • Add and Configure Actions
        • Advanced DataSource
          • Writing an Apex Class
      • List Deployment and Management
        • Creating a List Configurator Manually
  • πŸ“¦SmallBuilder Documents
    • SmallBuilder Documents Introduction
    • Quick start
    • Components
    • Data Merge
      • Data Merge - Text
      • Data Merge - Related List
    • Document Job
    • Basic usage examples
      • How to pin a logo image to the top of the page
      • How to leave a gap between the components
      • How to add separators between the components
    • Advanced usage examples
      • Creating an invoice template
      • Automatically email invoices with a trigger
    • FAQ
    • 🌟Release Note
      • '24 Update
        • v. 1.50 ~
  • πŸ“¦SmallBuilder Schedules
    • SmallBuilder Schedules Introduction
    • Quick start: creating a new Schedule configurator
    • Detailed setup guide
      • Basic settings (Side Panel)
      • Linked objects setup
      • Control Field setup
      • Schedule Object setup
      • Saving and activating
    • FAQ
  • ❓SmallBuilder Troubleshooting
    • SmallBuilder Troubleshooting Help
      • Add Button Warning (If the button is not added to the page)
      • Add Tab Warning (Tabs are created and added to the app, but not visible)
Powered by GitBook
On this page
  • Parent Line Item Field
  • Mapping Option Values to Line Item Fields

Was this helpful?

Export as PDF
  1. SmallBuilder Line Items
  2. Product Option
  3. Product Option Setup Steps
  4. Configure Product Options

Line Item Setting

PreviousDefault SettingNextConfigure Product Option Data

Last updated 4 months ago

Was this helpful?

Line Item Settings allow you to configure how configured product line items and option product line items are connected and how option information is mapped to line item fields.

Parent Line Item Field

Set the field that connects the line items of configured products to their option line items. This field must be a self-relationship field, which represents a relationship within the same object, allowing one record to reference another record in the same object.

For Opportunity Product, the Base Line Item for Option (SBLI__BaseLineItemForOption__c) field is provided by default. When the standard settings for Opportunity are applied, this field is automatically set as the parent line item field. If needed, you can replace this with a different field.

Example

If the Parent Line Item Field is set to Base Line Item for Option (SBLI__BaseLineItemForOption__c), a self-relationship structure is created, enabling option records to reference their configured product record through this field.

Example in the Line Item Editor

Mapping Option Values to Line Item Fields

Configure which line item fields will store the information of selected options. The following option values can be mapped:

Field
Description
Type
Required

Option Record Id

Stores the record ID of the selected product option. This is used to fetch relevant option details when viewing line items in the editor.

Lookup(Product Option)

βœ”

Original Price

Maps the list price of the option. If used for display purposes only, assign a line item field used for the list price column.

Currency

Unit Price

Maps the unit price of the option.

Currency

Quantity

Maps the quantity of the option.

Number

Total Price

Maps the total price calculated from the unit price and quantity. If used for display purposes only, assign a line item field used for the total price column.

Currency

Discount (%)

Maps the discount percentage of the option.

Percent

Discount (Amount)

Maps the discount amount of the option.

Currency

Description

Maps the description of the option.

Long Text Area(1000)

Example

for Opportunity Products, the following mappings might be configured:

Option Value
Opportunity Product FIeld

Option Record ID

SBLI__ProductOption__c

Original Price

ListPrice

Unit Price

UnitPrice

Quantity

Quantity

Total Price

TotalPrice

Example in the Line Item Editor

For the configured product β€œDesktop PC Intel i3”, the RAM option β€œRAM 8GB” is selected. The option has a quantity of 1, with a list price and unit price of $45 each.

The values for quantity, list price, unit price, and total price are mapped to their respective fields, as configured.

For Opportunity Product, the Product Option (SBLI__ProductOption__c) field is provided by default.

πŸ“¦
ℹ️

This example demonstrates the configuration of a Line Item Editor for Opportunity Products:

  • Parent: Opportunity

  • Line Item: OpportunityLineItem

  • Lookup: PricebookEntry

This example demonstrates the configuration of a Line Item Editor for Opportunity Products:

  • Parent: Opportunity

  • Line Item: OpportunityLineItem

  • Lookup: PricebookEntry