> 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/setup/basicinfo.md).

# Basic settings (Side panel)

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

<figure><img src="/files/u4LsL8fJerXAYjqfLqRy" alt="" width="375"><figcaption></figcaption></figure>

* [**Basic setup**](#basic-setup)

  Basic settings for the configurator, like name and description.
* [**Lookup Options**](#lookup-options)

  Basic configuration for the Lookup search and data view.
* [**Line-Item Options**](#line-item-options)

  Basic settings for the Line-item editor.
* [**Field API Name Finder**](#field-api-name-finder)

  A tool to easily check the API names of fields.

***

### Basic setup

Here you can set basic settings for the configurator, like the name and description.

<figure><img src="/files/S4CVEPozMeJ4nQkFZRvX" alt="" width="293"><figcaption></figcaption></figure>

<table><thead><tr><th width="81"></th><th width="157">Field</th><th width="355">Description</th><th>Req.</th></tr></thead><tbody><tr><td>1</td><td>Name</td><td>Specify a name for your configurator.</td><td><mark style="color:red;">✔️</mark></td></tr><tr><td>2</td><td>Device</td><td>You can configure the screen for desktop or mobile use. By default, responsive is selected.</td><td><mark style="color:red;">✔️</mark></td></tr><tr><td>3</td><td>Description</td><td>Provide a description of your configurator.</td><td></td></tr><tr><td>4</td><td>Screen Ratio</td><td>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.</td><td></td></tr></tbody></table>

{% hint style="info" %}
**Configuration screens for each device:**

* **Desktop**

  <div align="left"><figure><img src="/files/EmVay9OcN2KSxKF7ObY0" alt=""><figcaption><p>Lookup Selector</p></figcaption></figure></div>

  <div align="left"><figure><img src="/files/THHHVrvmQdz0o6WV4loH" alt=""><figcaption><p>Line-Item Editor</p></figcaption></figure></div>
* **Mobile**\
  The filters available on desktop are not available in the mobile view.

  <div align="left"><figure><img src="/files/X1ma45hIZpRP5nIct13h" alt="" width="375"><figcaption><p>Lookup Selector</p></figcaption></figure></div>

  <div align="left"><figure><img src="/files/wDc2YOF8bIgc3SafH0KL" alt="" width="375"><figcaption><p>Line-Item Editor</p></figcaption></figure></div>

{% endhint %}

### Lookup Options

Here you can set basic settings for the lookup search and data list.

<figure><img src="/files/fcrfGhxGBZus0WSCfonF" alt="" width="291"><figcaption></figcaption></figure>

<table><thead><tr><th width="79"></th><th width="241">Field name</th><th>Description</th></tr></thead><tbody><tr><td>1</td><td>List All Item</td><td>Enables a full search when the Lookup Selector screen loads. Enabled by default.</td></tr><tr><td>2</td><td>Allow Select Duplicate Item</td><td>Allows the Lookup Selector to select records as duplicates.</td></tr><tr><td>3</td><td>Records By Page</td><td>Specify the number of records to display per page. Default is 50.</td></tr></tbody></table>

### Line-Item Options

Here you can set basic settings for the Line-item editor.

<figure><img src="/files/qIU07ncv09kRpJOquzZH" alt="" width="256"><figcaption></figcaption></figure>

<table><thead><tr><th width="92"></th><th width="180">Field name</th><th>Description</th></tr></thead><tbody><tr><td>1</td><td>View Summary</td><td>Shows fields designated as summary fields at the bottom of the Line-Item Editor screen.</td></tr></tbody></table>

### **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.

<figure><img src="/files/wNhy7mOlL45sKX8vDAea" alt="" width="291"><figcaption></figcaption></figure>

<table><thead><tr><th width="92"></th><th width="180">Field names</th><th>Description</th></tr></thead><tbody><tr><td>1</td><td>Linked objects</td><td>Shows which objects are specified as Parent, Lookup, and Line-item objects for the configurator.</td></tr><tr><td>2</td><td>Target</td><td>Select which object's field names you want to retrieve.</td></tr><tr><td>3</td><td>Select Field</td><td>Choose the field you want to find the API name for.</td></tr><tr><td>4</td><td>API Name</td><td>The API name of your selected field will appear here.</td></tr></tbody></table>