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  • SmallBuilder Help
  • Getting started with SmallBuilder
    • License and Permission Set Assignment
    • Organization Currency Setup
    • Connected App Configuration
  • πŸ“¦SmallBuilder 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
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    • 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
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            • Control Line Item Deletion
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          • 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
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          • Display Totals
          • Hidden Setting for Line Item Editor Columns
          • Exclude Certain Fields from Saving
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      • DataSource
        • Basic DataSource: Retrieve Related Object Data
        • Advanced: Retrieve Data Using Apex Classes
      • Cloning the Builder
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      • Insert Filters Using the Query Wizard
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    • Product Option
      • Product Option Setup Steps
        • Activate Product Options
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          • Default Setting
          • Line Item Setting
        • Configure Product Option Data
      • Display and Storage of Line Item Option Values
    • Use Cases
      • Utilizing the Editor’s Aura Component
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  • πŸ“¦SmallBuilder Lists
    • Release Note
      • '25 Update
        • v 2.5
    • 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
    • Migration
      • JSON Export
      • JSON Import
  • πŸ“¦SmallBuilder 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
    • 🌟Release Note
      • '24 Update
        • v. 1.50 ~
  • πŸ“¦SmallBuilder 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
  • ❓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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  • Basic settings
  • Adding and editing columns
  • Virtual fields

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  1. SmallBuilder Lists
  2. Setup

Datatable setup

Last updated 1 year ago

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You can control which fields appear in the List view.

  • Control basic settings, such as allowing multiple selections in a data table, summary view, etc.

  • Add and edit the columns that appear in your data table.

      • Editing default properties

      • Image settings

      • Summary field settings

  • Create a virtual column to temporarily hold and display data pulled from an internal or external data source


Basic settings

Control basic settings, such as allowing multiple selections in a data table, summary view, etc.

Field name
Description
Req.

Where

Additional filter conditions to control the results displayed in the data table.

Order By

Control how to sort the displayed results.

Records by Page

Select the number of records to display per page.

  • 20

  • 50 (default)

  • 100

  • 200

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Multi Selectable

Displays a checkbox in the first column of the list to allow the user to select multiple records.

Show Summary

If selected, this field will be included in the summary at the bottom of the list.

Adding and editing columns

How to a add and edit the columns that appear in your data table.

Adding columns

Columns can be added based on the fields in the List target object. If you want to also display data from other Salesforce objects or an external data source, you can create a virtual column in your data table without having to create a field in the target object itself.

  1. Click the Add Columns button.

  2. Choose the field you want to add from the popup list.

  3. When you have finished adding columns, click the Add button.

Editing columns

  • Setting default properties

Field name
Description
Req.

Field

Shows the API Name of the field used by this column.

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Label

The label displayed in the column header.

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Column Align

The alignment of the values in the column.

  • Left (default)

  • Right

  • Center

Column Width(px)

The width of the column in pixels.

Link

Clicking a value in the column will redirect the user to this link. You can use {$Current.FieldName} to pass values from the List target object.

Image

Enable this if you want to display an image in this column.

  • Image settings

Set the height and width of images, if they are enabled.

Field name
Description

Image Width

Sets the width of the image in pixels.

Image Height

Sets the height of the image in pixels.

  • Summary settings

If the column type is numeric, you can include a sum total, or an average, at the bottom of your data table.

Field name
Description

Summary

Enable this to include this column in the summary row at the bottom of your data table.

Summary Label

The label to diplay on the summary.

Summary Type

Select a summary type.

  • Sum: displays the sum total of the values in this column.

  • Average: displays the mean average of the values in this column.

The field type is either Text, Number, Currency or Image

The summary type is either Sum, Average or Count

Virtual fields

Creates a virtual column that can temporarily hold and display data pulled from an internal or external data source.

Your object table will not really contain this column, but it can still be displayed. This is useful when you want to display values from other Salesforce objects or external systems.

Field name
Description
Req.

Virtual Type

Select the data type for the virtual column.

  • Text

  • Number

  • Currency

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πŸ’‘ 'Show Summary' must be enabled in your data table settings.

πŸ“¦
Basic settings
Adding and editing columns
Adding columns
Editing columns
Virtual fields
Editing a Text-type column
Editing a numeric-type column