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. | βοΈ |
API Name | The API name of the field in the target object. | βοΈ |
Label | The label displayed in the header for the column. | βοΈ |
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 | |
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.
DataSource setupLast updated