Basic settings (Side panel)

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

• Basic setup

  Basic settings for the configurator, like name and description.

• Lookup Options

  Basic configuration for the Lookup search and data view.

• Line-Item Options

  Basic settings for the Line-item editor.

• Field API Name Finder

  A tool to easily check the API names of fields.

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