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  • SmallBuilder Help
  • Getting started with SmallBuilder
    • License and Permission Set Assignment
    • Organization Currency Setup
    • Connected App Configuration
  • ๐Ÿ“ฆSmallBuilder Line Items
    • Release Notes
      • '25 Update
        • v 1.38
        • v 1.37
    • SmallBuilder Line Items Overview
    • Getting Started
      • Assigning Licenses and Permissions
      • Organization Currency Setup
      • Connected App Setup
    • Builder
      • Getting Stared with the Builder
      • Default Setting
        • Responsive Screen Configuration for Devices
        • Adjusting Editor Screen Ratio
        • Modifying Editor Labels
        • Lookup Selector Settings
          • Search All on Load
          • Expand Filters by Default
          • Allow Select Duplicate Item
          • Caching to Improve Performance
          • Records Per Page
        • Line Item Editor Settings
          • Show Summary
          • Freeze First Column
      • Builder Setup Steps
        • Relate Objects
          • Parent Object
          • Line Item Object
            • Set Object and Parent Reference Field
            • Set Filters and Sorting for Saved Line Items
            • Control Line Item Deletion
            • Set Auto-Numbering
          • Lookup Object
            • Select Lookup Reference Field
            • Set Keyword Search
            • Block Lookup Selector
            • Set Filters and Sorting for Lookup Records
        • Setup Lookup Selector
          • Add Columns
          • Reorder Columns
          • Change Column Labels
          • Set Column Width
          • Change Text Alignment
          • Add Virtual Columns for DataSource
        • Setup Line Item Editor
          • Add Columns
          • Reorder Columns
          • Change Column Labels
          • Set Default Value
          • Source Field: Assigning Default Values from Parent or Lookup Fields
          • Set Column Width
          • Change Text Alignment
          • Set Field Input to Read-Only
          • Set Field Input as Required
          • Display Totals
          • Hidden Setting for Line Item Editor Columns
          • Exclude Certain Fields from Saving
        • Preview
        • Activate
        • Create Button and Add to Page Layout
      • DataSource
        • Basic DataSource: Retrieve Related Object Data
        • Advanced: Retrieve Data Using Apex Classes
      • Cloning the Builder
      • Resetting a Builder
      • Insert Filters Using the Query Wizard
      • Inserting Custom Labels into Editor Labels
    • Product Option
      • Product Option Setup Steps
        • Activate Product Options
        • Configure Product Options
          • Default Setting
          • Line Item Setting
        • Configure Product Option Data
      • Display and Storage of Line Item Option Values
    • Use Cases
      • Utilizing the Editorโ€™s Aura Component
    • FAQ
  • ๐Ÿ“ฆSmallBuilder Lists
    • SmallBuilder Lists Introduction
    • Getting Started with SmallBuilder Lists
      • Assigning Licenses and Permissions
      • Organization Currency Setup
      • Connected App Setup
    • Getting Started with Builder
    • Builder Setup Steps
      • Default Setup
        • Title
        • Legend
        • Allow Export
        • Allow Import
        • Show Icon
      • Datatable Setup
        • QUERY
        • Multi Selectable
        • Show Summary
        • Add and Edit Columns
          • Column Editing by Type
        • Add Virtual Column
        • Add Row Action
      • Data Import Setup
      • Action Setup
        • Add Action
      • Filter Setup
        • Add and Configure Filters
          • Filter Editing by Type
      • Compact Configurator Setup
        • Add and Configure Columns
          • Editing by Column Type
      • Mobile Setup
      • DataSource Setup
        • Basic DataSource
          • Add and Configure Actions
        • Advanced DataSource
          • Writing an Apex Class
      • List Deployment and Management
        • Creating a List Configurator Manually
  • ๐Ÿ“ฆSmallBuilder Documents
    • SmallBuilder Documents Introduction
    • Quick start
    • Components
    • Data Merge
      • Data Merge - Text
      • Data Merge - Related List
    • Document Job
    • Basic usage examples
      • How to pin a logo image to the top of the page
      • How to leave a gap between the components
      • How to add separators between the components
    • Advanced usage examples
      • Creating an invoice template
      • Automatically email invoices with a trigger
    • FAQ
    • ๐ŸŒŸRelease Note
      • '24 Update
        • v. 1.50 ~
  • ๐Ÿ“ฆSmallBuilder Schedules
    • SmallBuilder Schedules Introduction
    • Quick start: creating a new Schedule configurator
    • Detailed setup guide
      • Basic settings (Side Panel)
      • Linked objects setup
      • Control Field setup
      • Schedule Object setup
      • Saving and activating
    • FAQ
  • โ“SmallBuilder Troubleshooting
    • SmallBuilder Troubleshooting Help
      • Add Button Warning (If the button is not added to the page)
      • Add Tab Warning (Tabs are created and added to the app, but not visible)
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  • ๐Ÿ”ธ Package Installation
  • ๐Ÿ”ธ Assigning Licenses and Permissions
  • ๐Ÿ”ธ Organization Currency Setup
  • ๐Ÿ”ธ Connected App Setup

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  1. SmallBuilder Lists

Getting Started with SmallBuilder Lists

PreviousSmallBuilder Lists IntroductionNextAssigning Licenses and Permissions

Last updated 4 months ago

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Before you begin, certain preparatory steps are necessary to fully utilize the powerful features of SmallBuilder Lists. These steps are essential for configuring the system efficiently and customizing it to meet your specific requirements. By completing these steps, you can ensure a smooth implementation of SmallBuilder Lists and optimize its performance in your organization.

๐Ÿ”ธ Package Installation

Install SmallBuilder Lists in your organization from AppExchange.


๐Ÿ”ธ Assigning Licenses and Permissions

SmallBuilder Lists offers 10 free licenses. Before using the product, ensure that each user has the appropriate SmallBuilder license and permission set assigned for access.


๐Ÿ”ธ Organization Currency Setup

After an organization is initially created, the currency may be set to null. If the currency is not properly configured, SmallBuilder may not function correctly. Make sure to verify that your organizationโ€™s currency is properly set before using the product.


๐Ÿ”ธ Connected App Setup

For metadata-related operations like creating and managing tabs within SmallBuilder Lists, additional configurations for the connected app associated with SmallBuilder Lists are required.

๐Ÿ“ฆ
Learn more about Assigning Licenses and Permissions >
Learn more about Configuring Currency Settings >
Learn more about Connected App Setup >
SmallBuilder Lists - Mass Actions, Integrate External Data, Dynamic Filtering, Custom Filters, Bulk Actions, Bulk Delete, Excel DownloadSalesforce AppExchange | Leading Enterprise Cloud Marketplace
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