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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
      • 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 Editor’s Aura Component
    • FAQ
  • πŸ“¦SmallBuilder 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
  • 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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  1. SmallBuilder Schedules
  2. Detailed setup guide

Schedule Object setup

PreviousControl Field setupNextSaving and activating

Last updated 1 year ago

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Select the fields in the Schedule Object that will be saved.

  • Select the fields in the Schedule Object that you want to use when editing and saving the schedule.


Schedule Field settings

Select the fields in the Schedule Object that you want to use when editing and saving the schedule.

Item
Description
Req.

Schedule Date Field

The field where the calendar date will be stored.

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Schedule Order Field

The field where the schedule order will be stored.

Schedule Description Field

The field where the schedule description will be stored.

Schedule Amount Field

The field where the amount will be stored.

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Schedule Quantity Field

The field where the constant quantity will be stored.

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Schedule Field settings