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  • SmallBuilder Help
  • Getting started with SmallBuilder
    • License and Permission Set Assignment
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    • Connected App Configuration
  • πŸ“¦SmallBuilder Line Items
    • Release Notes
      • '25 Update
        • v 1.38
        • v 1.37
    • SmallBuilder Line Items Overview
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      • Default Setting
        • Responsive Screen Configuration for Devices
        • Adjusting Editor Screen Ratio
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          • Records Per Page
        • Line Item Editor Settings
          • Show Summary
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      • Builder Setup Steps
        • Relate Objects
          • Parent Object
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            • Set Object and Parent Reference Field
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            • Select Lookup Reference Field
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        • Setup Lookup Selector
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        • Setup Line Item Editor
          • Add Columns
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          • Set Default Value
          • Source Field: Assigning Default Values from Parent or Lookup Fields
          • Set Column Width
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          • Hidden Setting for Line Item Editor Columns
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    • 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 Editor’s Aura Component
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  • πŸ“¦SmallBuilder Lists
    • SmallBuilder Lists Introduction
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      • Assigning Licenses and Permissions
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    • Builder Setup Steps
      • Default Setup
        • Title
        • Legend
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      • Datatable Setup
        • QUERY
        • Multi Selectable
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        • Add and Edit Columns
          • Column Editing by Type
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      • 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
  • πŸ“¦SmallBuilder Documents
    • SmallBuilder Documents Introduction
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      • 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)
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  1. SmallBuilder Schedules
  2. Detailed setup guide

Linked objects setup

PreviousBasic settings (Side Panel)NextControl Field setup

Last updated 1 year ago

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To implement the Schedule Configurator, you first need to specify a Parent object, a Line-item object, and a Schedule object.

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.)

Item
Description
Req.

Parent Object

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

βœ”οΈ

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. πŸ’‘ 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.

βœ”οΈ

Line-item Object Advanced Setting

Set sorting, conditions, and more when importing saved records in the Line-Item Editor.

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.

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