Configure columns order and visibility

Customize the display order and visibility of columns in the Add Lines list view. Additionally, control the visibility of certain columns for specific users.

Configure the order and visibility of columns

1. From the Lightning App Launcher, go to the appropriate Product Selector Configuration.
2. On the Related tab, in the Add Line Dialog Filters section, select New.
3. In the New Product Search Field dialog, enter information or make selections:

   • Product Search Field Name—Enter a user-friendly label of the column heading.

   • Salesforce Field—​Enter the API name of the field on the Product2 object. The Salesforce Field input has a validation rule that the specified field should exist on the Product2 object. Otherwise, the record won't be created or updated.

   • Field Order—​Enter an integer to denote the order of the column in the Add Lines list view.

   • Column Width—​Enter the width for the column (from 50 to 1000 pixels). The default column width is 150 pixels.

     • Desktop users can easily adjust column widths by dragging the width controller located in the table header on the component.
     • If the total width of all columns is less than your screen's width, the columns will automatically expand to fill the entire screen.

   • Visible By Default—Select or clear this checkbox to toggle visibility of the column.

   • (Optional.) Header Field to Define Visible Condition—Conditionally display or hide the column. The value in the Header Field to Define Visible Condition field overrides the Visible By Default checkbox. Learn how to configure the field in the section below.

   • (Optional.) Default Sort Order—​Enter​ an integer to denote the multi-column sort order of this column's values in the Add Lines view, starting with 1 for the top-level column to sort by.

     Note

     If you leave the Default Sort Order field empty for all columns, then the system automatically sorts the Add Lines view in the descending order by the Last Modified Date.

   • (Optional.) Default Sort Order Direction—​Choose either ascending or descending sort order for this column, if you've entered an integer in the Default Sort Order field.

4. Select Save.

Configure the Header Field to Define Visible Condition field

1. Create a new Boolean Salesforce formula field on the target object.
   • From the Setup interface in the customer's org, go to Object Manager.
   • In the Fields & Relationships section, select New.
   • In the New Custom Field dialog, in the Data Type section, select Formula or Checkbox, and then select Next.
     Note

     This feature works only when the controlling field is a Checkbox or Formula type field returning a Checkbox value​.

   • Field Label and Field Name—​Enter​ a custom name for the field, select Next, and then select Save.
2. Add the new Header Field to Define Visible Condition field to the Product Search Field Layout on the target object.
   • From the Setup interface in the customer's org, go to Object Manager, and then select Product Search Field.
   • In the Page Layouts section, select Product Search Field Layout.
   • From the Fields section, drop the Header Field to Define Visible Condition field to the list of fields in the Product Search Field Detail section, and select Save.
3. In the New Product Search Field dialog, in the Header Field to Define Visible Condition field, enter the name of the filed that you have created.

When the checkbox field evaluates as TRUE, the column will be visible. When the field evaluates as FALSE, the column will be hidden.