Add Line Item Action

If the SmallBuilder Line Items package is installed, you can add a Line Item Action to your list actions.


🔸 How to Configure

  1. In the Action settings, click Add Line Item Action.

  1. Enter a button label, then select the Line Item Configurator you want to use.

  1. Click Save to complete the configuration.


🔸 Example: Display Opportunity Product List on Opportunity Record Page

This example demonstrates the configuration of a Line Item Editor for Opportunity Products:

  • Parent: Opportunity

  • Line Item: OpportunityLineItem

  • Lookup: PricebookEntry

  1. Add the Related List Configurator to the Opportunity record page.

  1. The configured Line Item button will appear in the related list section.

The Line Item button may initially appear as disabled when the list is first loaded. This indicates that the Line Item Configurator is still loading. Once loading is complete, the button will become active.

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