# Linked objects setup To implement the Schedule Configurator, you first need to specify a Parent object, a Line-item object, and a Schedule object. {% hint style="info" %} For example, if you want to build a configurator to allow you to create schedule to an opportunity, you would set the Parent object to the Opportunity object, the Line-item object to the Opportunity Product object, and the Schedule object to the OpportunityLineItemSchedule object.( You need to enable Product Schedules Settings in Setup before you can use the object.) {% endhint %}

Item	Description	Req.
Parent Object	The object to which you want to add a line-item configurator, such as an opportunity, quote, contract.	✔️
Line-item Object	The Line-item object is the Junction which connects the other two objects. For example, the OpportunityProduct, QuoteLineItem objects.
Schedule Object	The object where the schedule will be stored. 💡 Tip If you use Line-Item, you must have a Lookup relationship with Line-Item. If you are not using Line-Item, you must have a Lookup relationship with Parent. You must have a Lookup relationship with Schedule Configurator.	✔️

Item

Description

Req.

Parent Object

The object to which you want to add a line-item configurator, such as an opportunity, quote, contract.

✔️

Line-item Object

The Line-item object is the Junction which connects the other two objects. For example, the OpportunityProduct, QuoteLineItem objects.

Schedule Object

The object where the schedule will be stored.

💡 Tip
If you use Line-Item, you must have a Lookup relationship with Line-Item.

If you are not using Line-Item, you must have a Lookup relationship with Parent.

You must have a Lookup relationship with Schedule Configurator.

✔️

### Line-item Object Advanced Setting Set sorting, conditions, and more when importing saved records in the Line-Item Editor.

Item Description

Order By

Item	Description
Order By	Sets the sorting when returning records for a saved line-item. Enter the `ORDER BY` clause in SOQL. For example, if you want results to appear in descending date order, you can write `CreatedDate DESC`.
Advanced Condition	Specify a pre-filter condition to restrict the results users will see. Enter the `WHERE` clause in SOQL. For example, if you want users to see only records that are active (field: isActive), you can write `IsActive = true`.

Sets the sorting when returning records for a saved line-item. Enter the ORDER BY clause in SOQL.

For example, if you want results to appear in descending date order, you can write CreatedDate DESC.

Advanced Condition Specify a pre-filter condition to restrict the results users will see. Enter the WHERE clause in SOQL.

For example, if you want users to see only records that are active (field: isActive), you can write IsActive = true.

--- # 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-schedules/undefined/relate-objects.md?ask= ``` 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.