# 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>


---

# Agent Instructions: Querying This Documentation

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

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.smallbuilder.com/smallbuilder-line-items/setup/basicinfo.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
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.