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Line Item Editor Settings

Manage settings related to the Line Item Editor, such as displaying summaries at the bottom or fixing the first column.

  • Show Summary Displays summary information at the bottom of the Line Item Editor.

  • Freeze First Column Fixes the first column when scrolling horizontally in the Line Item Editor. If there are many columns to display, try freezing the first column for better navigation.

Show Summary

Displays summary information at the bottom of the Line Item Editor.

Example: Displaying the Sum of Total Price Field Values in Line Items

In this case, the total values from the TotalPrice field (column) of all added line items will be summed up and displayed at the bottom of the editor.

Configuration Steps

  1. Enable Show Summary in the Line Item Options under the Default Settings.

  2. In the Line Item Editor Settings step, enable the summary attribute for the TotalPrice field (column).

Result

When the Line Item Editor is executed, the sum of the total price values for all added data will be displayed at the bottom of the editor.

This example demonstrates the configuration of a Line Item Editor for Opportunity Products:

  • Parent: Opportunity

  • Line Item: OpportunityLineItem

  • Lookup: PricebookEntry

Freeze First Column

Fixes the first column when scrolling horizontally in the Line Item Editor. If there are many columns to display, try freezing the first column for better navigation.

Default

When Freeze First Column is Enabled