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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
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        • Create Button and Add to Page Layout
      • 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
      • 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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  • Control Field settings
  • Date Field settings
  • Quantity and amount fields settings

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  1. SmallBuilder Schedules
  2. Detailed setup guide

Control Field setup

PreviousLinked objects setupNextSchedule Object setup

Last updated 1 year ago

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Set the values used when creating the schedule. Select the fields to get the default and date, quantity, and amount values from.

  • Set the default values needed to create the schedule.

  • Set the date-related fields and defaults needed to create the schedule.

  • Set the required quantity and amount fields and default values for schedule creation.


Control Field settings

Set the default values needed to create the schedule.

Item
Description
Req.

Default Frequency

The frequency of the schedule to create.

βœ”οΈ

Default Installments

The number of schedules to create.

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Remain Installment

The number of times to add or remove the remaining value when a quantity or amount is not divisible.

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Schedule Type

The type of schedule to create.

  • Amount

  • Quantity

  • Amount With Quantity - Amount , Quant, Date

  • Date

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Date Field settings

Set the date-related fields and defaults needed to create the schedule.

Item
Description
Req.

Object

Select the Object of the Field you want to import, either Parent or Line-Item.

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Start Date Field

The start date of the schedule to create.

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End Date Field

The end date of the schedule to create.

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Date Rule

The date calculation rule for the schedule to be created.

  • First Day

  • Last Day

  • Fixed Day

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Fixed Day

User-set days

Quantity and amount fields settings

Set the required quantity and amount fields and default values for schedule creation.

Item
Description
Req.

Object

Select the Object of the Field you want to import, either Parent or Line-Item.

βœ”οΈ

Quantity Field

The field value that will be the total quantity of schedules to create.

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Amount Field

The field value that will be the total quantity of schedules to create.

βœ”οΈ

Rounding Method

When the number you're dividing is not evenly divisible, decide which rounding method to choose.

  • Round

  • Round Up

  • Round Down

βœ”οΈ

Level of precision

Select the number of digits to divide by.

πŸ“¦
Control Field settings
Date Field settings
Quantity and amount fields settings