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

• 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.

• Advanced settings

  You can specify minimum and maximum values for each field, custom calculation formulas, image settings and more.

• Add data sources

  As well as the linked objects we have configured already, you can pull data from other SalesForce objects or from external systems.

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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.

DataSource setup