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Line-item editor setup

Set the properties of the Line-item editor. You can define which fields to include (e.g. price, discount, quantity, etc) for each record that gets selected.

Settings

  • Select the fields that you want to appear in the Line-item editor, from all available fields in your Line-item object. You can also set default values and the layout for each field.
  • You can specify minimum and maximum values for each field, custom calculation formulas, image settings and more.
  • As well as the linked objects we have configured already, you can pull data from other SalesForce objects or from external systems.

Column settings

Select the fields that you want to appear in the Line-item editor, from all available fields in your Line-item object. You can also set default values and the layout for each field.
Item
Description
Req.
Order
The display order of the columns.
✔️
API Name
The API name of the field in the target object.
✔️
Label
The label displayed in the header for the column.
✔️
Default Value
When a Line-item is first added, the field will take this default value.
Source Field
When a Line-item is first added, the field will populate based on the specified field from the Parent or Lookup objects.
Width (px)
Specify the width of the column in pixels.
Text Align
Specify the alignment of the values in the columns. Default is left-aligned.
Read Only
Displays data from the existing record, but prevents the user from editing it.
Required
Specifies that the field cannot be empty when the Line-items are saved.
Summary
Tick this box to display a sum total of this column at the bottom right of the editor. (View Summary must be enabled.)
Hidden
Makes the column hidden from view.
Don't Save
Doesn't save any changes made to this value in the editor. This will be necessary for some configurations where for example you can display a price and a calculated total at the same time, and SalesForce will not allow you to simultaneously save both values.

Advanced settings

You can specify minimum and maximum values for each field, custom calculation formulas, image settings and more.
Setting
Properties
Description
Number
Min
If the column is numeric, you can set a minimum value.
Max
If the column is numeric, you can set a maximum value.
Calculation
Order
Specifies the calculation order of the columns.
Operator
Set the calculation for the column. You must refer to other columns by their API name.
Discount Calculation
Apply Discount Calculator
Enables the in-line discount calculation feature.
Original Price Field
Specify the field to take the original price from, to apply the discount.
Discount Rate Field
Specify a field to store the discount rate in (optional).
Rounding method
Choose a rounding method for discount calculations: Round (to nearest), Round Up, or Round Down.
Level of Precision
Sets the degree of precision when rounding.
Image
Image
Check if the column is an image. The value of the column must be an image URL.
Width
If the column is an image, specifies the width of the image in pixels.
Height
If the column is an image, specifies the height of the image in pixels.
Reference
Keyword Field
Lookup
Filter
If the column is a field from the Lookup object, specify a filter here. Write the WHERE clause in SOQL.
Etc (other)
Read Only Controller Field
Defines that the column is read-only, based on the value of the chosen field (which must be true or false).

Add data sources

If you want a field to show data from other Salesforce objects, or from external systems, you can set up a DataSource appropriately.