Linked objects setup

To implement the Line-item Configurator, you first need to specify a Parent object, a Line-item object, and a Lookup object.

For example, if you want to build a configurator to allow you to add products to an opportunity, you would set the Parent object to the Opportunity object, the Line-item object to the Opportunity Product object, and the Lookup object to the PriceBookEntry object.


Parent Object

The object to which you want to add a line-item configurator, such as an opportunity, quote, or business trip. The line-item configurator will let you add lines (representing e.g. products or expenses) to this Parent object.


Line-item Object

The Line-item object is the Junction which connects the other two objects. For example, the OpportunityProduct, QuoteLineItem, OrderItem objects.


Lookup Object

This is the object referenced by the line-item, such as a product, customer, expenses etc.

πŸ’‘ Tips In the case that you only want users to edit existing items, and not be able to add new line items, you can tick Block adding items. Otherwise the editor will include a Lookup Selector tool to add new items.

If you want to block only some items, you can specify the API name of a true/false API field.

You can also specify which fields the user can search through.

If you want to pre-filter the available options, you can write a SOQL filter using the API name of the Parent field in the Advanced Condition box. For example: Product2.Name like '%Generator%'.


Line-item Object Advanced Setting

Settings for importing saved records from the Line-item Editor, including sorting and deletion control.


Order By

Sets the sorting when returning records for a saved line-item. Enter the ORDER BY clause in SOQL.

For example, if you want results to appear in descending date order, you can write CreatedDate DESC.

Delete Controller Field

This controls the deletion of Line-item records based on the specified field value. The field must be a Line-item field with a value of true or false.

For example, if you want to control the deletion of Line-item records based on a field in the Parent or Lookup object, you can create a Boolean-type formula field on the Line-item object.

Lookup Object Filter

Controls how the user adds items in the Lookup Selector, including filters.


Keyword Field

Select the field which the user can use to search for Lookup records, for example a Product Name or Code.


Match Condition

Choose whether the user's search will return any values that contain the search string, or only values which start with exactly the search string. Default is "Contains".


Order By

Sets the sort order for the search results.

Enter the ORDER BY clause in SOQL.

For example, if you want to search in ascending order by product code, you can write ProductCode ASC.

Advanced Condition

Specify a pre-filter condition to restrict the results users will see. Enter the WHERE clause in SOQL.

For example, if you want users to see only records that are active (field: isActive), you can write IsActive = true.

If you want users to only be able to see records with certain names or product codes, you could write something like this:

Product2.Name like '%Generator%' πŸ’‘ Tip If you want to specify a field value from the Parent object in your filter, you can bind it using {$Parent.FieldName}.

For example, if you want the user to only be able to look up records that match the currency of the Parent object, you could write something like this:

CurrencyIsoCode = {$Parent.CurrencyIsoCode}

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