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Basic settings (Side panel)

In the side panel, you can set up the name of the Line-item configurator and device information.

Basic setup

Here you can set basic settings for the configurator, like the name and description.
Text
Field
Description
Req.
1
Name
Specify a name for your configurator.
✔️
2
Device
You can configure the screen for desktop or mobile use. By default, responsive is selected.
✔️
3
Description
Provide a description of your configurator.
4
Screen Ratio
Select a ratio for the configurator screen size (100%, 90%, 80%). The default is 100%. If you have many fields and want to squeeze more onto the screen, you can try a smaller ratio.
Configuration screens for each device:
  • Desktop
    Lookup Selector
    Line-Item Editor
  • Mobile The filters available on desktop are not available in the mobile view.
    Lookup Selector
    Line-Item Editor

Lookup Options

Here you can set basic settings for the lookup search and data list.
Text
Field name
Description
1
List All Item
Enables a full search when the Lookup Selector screen loads. Enabled by default.
2
Allow Select Duplicate Item
Allows the Lookup Selector to select records as duplicates.
3
Records By Page
Specify the number of records to display per page. Default is 50.

Line-Item Options

Here you can set basic settings for the Line-item editor.
Text
Field name
Description
1
View Summary
Shows fields designated as summary fields at the bottom of the Line-Item Editor screen.

Field API Name Finder

You can use this tool to quickly check the API names of fields in your objects without leaving the setup screens.
Text
Field names
Description
1
Linked objects
Shows which objects are specified as Parent, Lookup, and Line-item objects for the configurator.
2
Target
Select which object's field names you want to retrieve.
3
Select Field
Choose the field you want to find the API name for.
4
API Name
The API name of your selected field will appear here.