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.
| Field | Description | Req. | |
|---|---|---|---|
1 | Name | Specify a name for your configurator. | βοΈ |
2 | Device | You can configure the screen for desktop or mobile use. By default, responsive is selected. | βοΈ |
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
Mobile The filters available on desktop are not available in the mobile view.
Lookup Options
Here you can set basic settings for the lookup search and data list.
| 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.
| 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.
| 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. |
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