# Lookup setup

**When a user wants to add a Line-item, they first search for a Lookup object (e.g. a product), then they choose a record from the search results, and set the quantity, etc.**

**In this setup screen, you can control the layout of the search results that users will see, in order to choose which Line-items they want to add.**

<figure><img src="/files/C2teFhWNU22tjJ16gMoU" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
For example, if you are using Opportunities as your Parent object, you might be looking up products to add them as Line-items.
{% endhint %}

### Settings

* [**Column settings**](#column-settings)

  Select the fields that you want to appear in search results, from all available fields in your Lookup object. You can also control the layout.
* [**Virtual fields**](#virtual-fields)

  You can create columns that can temporarily hold and display values pulled from different DataSources.
* [**Add data sources**](#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.

***

### Column settings

Select the fields that you want to appear in search results, from all available fields in your Lookup object. You can also control the layout.

<table><thead><tr><th width="180">Item</th><th width="469">Description</th><th>Req.</th></tr></thead><tbody><tr><td>Order</td><td>The display order of the columns.</td><td><mark style="color:red;">✔️</mark></td></tr><tr><td>API Name</td><td>The API name of the field in the target object.</td><td><mark style="color:red;">✔️</mark></td></tr><tr><td>Label</td><td>The label displayed in the header for the column.</td><td><mark style="color:red;">✔️</mark></td></tr><tr><td>Width(px)</td><td>Specify the width of the column in pixels.</td><td></td></tr><tr><td>Text Align</td><td>Specify the alignment of the values in the columns. Default is left-aligned.</td><td></td></tr><tr><td>Hidden</td><td>Makes the column hidden from view.</td><td></td></tr><tr><td>Image</td><td>Check if the column is an image. The value of the column must be an image URL.</td><td></td></tr><tr><td>Image Width(px)</td><td>If the column is an image, specifies the width of the image in pixels.</td><td></td></tr><tr><td>Image Height(px)</td><td>If the column is an image, specifies the height of the image in pixels.</td><td></td></tr></tbody></table>

### Virtual fields

You can create columns that can temporarily hold and display values pulled from different DataSources.

<figure><img src="/files/8N63Ru5f2dCxuJIy8JZs" alt=""><figcaption></figcaption></figure>

<table><thead><tr><th width="99.33333333333331"></th><th width="544">Description</th><th>Req.</th></tr></thead><tbody><tr><td>1</td><td><p>Select the data type.</p><ul><li>Text</li><li>Number</li><li>Currency</li></ul></td><td><mark style="color:red;">✔️</mark></td></tr><tr><td>2</td><td>Enter a label to display on the screen to the user.</td><td><mark style="color:red;">✔️</mark></td></tr></tbody></table>

### 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.

{% content-ref url="/pages/2bSUMKv0hiC5osB83OyY" %}
[DataSource setup](/smallbuilder-line-items/setup/datasource.md)
{% endcontent-ref %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.smallbuilder.com/smallbuilder-line-items/setup/setup-lookup-selector.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
