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  • 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)
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  1. SmallBuilder Line Items

Quick start: creating a new Line Item configurator

Last updated 1 year ago

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Getting started with Line-Item Configurator

In the SmallBuilder app, go to the Line-Item Configurator tab and press the New button.

The Builder is launched when you edit or create a new Line-item Configurator.

This will take you to the Builder screen. The builder consists of a side panel and a settings panel, with three steps.

Once you have set up all the elements required for the Configurator in the Builder, press the Activate button and the Add Button button to complete the implementation.

You can only activate the Configurator when all the mandatory fields have been set:

  • Name

  • Device

  • Related Objects section

  • Lookup Selector Field (at least three)

  • Line-Item Editor Field (at least three)

  1. If a configurator is active, it will say "Active" next to the title at the top left of the screen, and new buttons will be available: Preview, Add Button, and Delete.

  2. This shows your progress through the three steps of setting up the configurator. You can jump between steps by clicking them.

  3. In this side panel, you can choose the basic settings for your builder. You can set the builder's name, aspect ratio, device-specific layout, and more.

  4. This main panel allows you to configure your builder according to the step shown in the progress indicator (#2).

    • Linked Objects Setup

      The Line-Item Configurator connects three objects: the Parent object, the Line-Item object, and the Lookup object. In this step, you specify which objects to use for each of them. Only validly Junctioned objects will be available to choose. Both Salesforce Standard and Custom objects are supported.

      • The Parent object is what the line items will be associated with. For example, the Parent object could be the Opportunity.

      • The Line-item object is the Junction which connects the other two objects. For example, the OpportunityProduct object.

      • The Lookup object contains the information you would like to look up. For example, the PriceBookEntry object. You can choose the object based on the reference field provided in the Parent object (the possible values will be displayed automatically).

    • Lookup Selector Setup In this step you choose which fields to show when your user is selecting lookup items. For example, if your Lookup object is PriceBookEntry, when choosing products or PriceBookEntries to add to your opportunity, you will be able to view the product code, list price etc. You can also customise the view (column width and alignment).

    • Line-Item Editor Setup Here you can add fields from the Line-item object, as well as customise the view. For example, if your Line-item object is OpportunityProduct, you can add the quantity and totals.

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