> 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="https://3800415611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNuSjRiJMvVhtdzNDzWBi%2Fuploads%2Fgit-blob-afaadb66eca6c19814c14e052099a69f395749a8%2Fimage%20(538).png?alt=media" 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="https://3800415611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNuSjRiJMvVhtdzNDzWBi%2Fuploads%2Fgit-blob-d076ca3064f0320938ebcb8eb09d92603c058f9b%2Fimage%20(539).png?alt=media" 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="https://3800415611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNuSjRiJMvVhtdzNDzWBi%2Fuploads%2Fgit-blob-41f133a863f3246b61e93a55c6371e2c47720d56%2Fimage%20(564).png?alt=media" alt=""><figcaption><p>Lookup Selector</p></figcaption></figure></div>

  <div align="left"><figure><img src="https://3800415611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNuSjRiJMvVhtdzNDzWBi%2Fuploads%2Fgit-blob-49573afc1e62d5d35a28f9fb1b4cd844a5cde010%2Fimage%20(565).png?alt=media" 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="https://3800415611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNuSjRiJMvVhtdzNDzWBi%2Fuploads%2FofLQAS1lshLBlzu7cRTh%2Fimage%20(6).png?alt=media&amp;token=a35d288b-54dd-4e24-b7d1-feaea8cbdd1c" alt="" width="375"><figcaption><p>Lookup Selector</p></figcaption></figure></div>

  <div align="left"><figure><img src="https://3800415611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNuSjRiJMvVhtdzNDzWBi%2Fuploads%2Fgit-blob-e5d66e8d1e29404e342cd5951e93184ce9e04f91%2Fimage%20(567).png?alt=media" 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="https://3800415611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNuSjRiJMvVhtdzNDzWBi%2Fuploads%2Fgit-blob-719e8fa659d551ca2019ac81ec80fcf9d17a8228%2Fimage%20(540).png?alt=media" 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="https://3800415611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNuSjRiJMvVhtdzNDzWBi%2Fuploads%2Fgit-blob-a66e86b41088b107164e907784599d9d3a51312e%2Fimage%20(541).png?alt=media" 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="https://3800415611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNuSjRiJMvVhtdzNDzWBi%2Fuploads%2Fgit-blob-e473e98be1c7f2c57c636f6fcf184385cbaa8a60%2Fimage%20(544).png?alt=media" 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>


---

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