> For the complete documentation index, see [llms.txt](https://help.smallbuilder.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.smallbuilder.com/smallbuilder-line-items/release-notes/26-update/v-3.1.md).

# v 3.1

:package: **Package Upgrade**

<https://login.salesforce.com/packaging/installPackage.apexp?p0=04tPf0000012kW1IAI>

:calendar\_spiral: **Release Date**

May 22, 2026

:gear: **Features**

#### :small\_orange\_diamond: Navigate to record detail page from Lookup columns in the Line Item Editor

You can now **navigate directly to a record's detail page from the Lookup column values** in the Line Item Editor.

Once this option is enabled in the builder, Lookup column values in the Line Item Editor become **active links**, and clicking them **opens the corresponding record page in a new tab**.

<figure><img src="https://3800415611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNuSjRiJMvVhtdzNDzWBi%2Fuploads%2Fgit-blob-3e9e4df64b4027578001079236dd537c29ba96fd%2FLookup_Record_Link1.png?alt=media" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3800415611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNuSjRiJMvVhtdzNDzWBi%2Fuploads%2Fgit-blob-8c40a448d937733272a2de4cea15f12e2a883a00%2FLookup_Record_Link2.png?alt=media" alt=""><figcaption></figcaption></figure>

:wrench: **Improvement**

#### :small\_orange\_diamond: Improved UI/UX of the builder field management table

The UI/UX of the **Lookup and Line Item field management tables** in the builder has been improved.

* Field attributes that used to be laid out flat are now **grouped into Field Info / Initial Value / Layout / Behavior** so you can distinguish them by purpose.

<figure><img src="https://3800415611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNuSjRiJMvVhtdzNDzWBi%2Fuploads%2Fgit-blob-c9c010310e40e712517fc3463ae5818e4bda882e%2FBuilder_Field_UI.png?alt=media" alt=""><figcaption></figcaption></figure>

\* In the Line Item Editor, **Advanced Settings** now open in a **right-side drawer** when you click the **Setup icon** on a row, instead of expanding below the row.

<figure><img src="https://3800415611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNuSjRiJMvVhtdzNDzWBi%2Fuploads%2Fgit-blob-7f036881efa9acbcb7fdfbb2a426ef165011780a%2FLineItem_Advanced_Setting_Preview.png?alt=media" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://help.smallbuilder.com/smallbuilder-line-items/release-notes/26-update/v-3.1.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.