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.

FieldDescriptionReq.

1

Name

Specify a name for your configurator.

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2

Device

You can configure the screen for desktop or mobile use. By default, responsive is selected.

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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.

Field nameDescription

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.

Field nameDescription

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.

Field namesDescription

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.

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