Basic settings (Side panel)
Last updated
Last updated
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.
Here you can set basic settings for the configurator, like the name and description.
Configuration screens for each device:
Desktop
Mobile The filters available on desktop are not available in the mobile view.
Here you can set basic settings for the lookup search and data list.
Here you can set basic settings for the Line-item editor.
You can use this tool to quickly check the API names of fields in your objects without leaving the setup screens.
| Field | Description | Req. |
|---|
| Field name | Description |
|---|
| Field name | Description |
|---|
| Field names | Description |
|---|
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. |
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. |
1 | View Summary | Shows fields designated as summary fields at the bottom of the Line-Item Editor screen. |
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. |
