Basic settings (Side panel)
In the side panel, you can set up the name of the Line-item configurator and device information.
Basic settings for the configurator, like name and description.
Basic configuration for the Lookup search and data view.
Basic settings for the Line-item editor.
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.
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.
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.
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.
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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