How Line Items component works

The Zilliant-developed Line Items component offers a range of options for editing lines. Configure this component to enable tasks, appearance, and actions. You can:

• Enable users to select, edit, or delete specific line items.
• Display Edit and Delete action buttons that affect selected lines.
• Display inline Edit and Delete action buttons on each row.
• Define complex rules that determine whether users can edit specific line items. For example, you can define rules to prevent a certain user from editing Active lines, or ensure that a specific user can edit only lines for customers in the Southeast Region.
• Add and configure Workspace that acts as a sandbox environment for experimenting with lines.
• Enable a Mass Edit action that performs formulaic bulk edits on selected line items.

You can edit lines in the Line Items component in different ways.
You can use:

• Edit action button that appears in the upper right area of the component.
• Mass Edit action button that appears in the upper right area of the component.
• EditProducts action (typically labeled as Edit Lines) that appears in the Salesforce standard Highlights Panel component.