How Edit Lines modal works

The Edit Products action button (typically labeled Edit Lines) appears in the Salesforce standard Highlights Panel component. This button launches a modal dialog provided by one of the following components:

• ContractQuickEditPrices
• DealQuickEditPrices
• PriceLookupQuickEditPrices

This combination of button, component, and dialog is informally referred to as the Edit Lines modal. It can have various interactions with the Add Lines and Line Items components:

• In the Line Items component, if you select multiple lines, and then select the Edit Lines action, the Edit Lines modal appears with the selected lines ready for editing.

• By default, the Add Lines component has no interaction with the Edit Lines modal. However, you can configure automated line insertion with pre-and post-processing Apex callouts, which does one of the following:

  • If Workspace is enabled, adds the lines directly to the Line Items component's Workspace.
  • If Workspace is not enabled, opens the added lines in the Edit Lines modal.
    The purpose of this feature is to enable users to make edits to the lines before those lines are actually added to an agreement or quote.
  Tip

  For more information on automatic line insertion, see Automate line insertion.

You can further configure the Edit Lines modal to customize its display of lines and columns.