Editable or deletable lines and columns

By default, all lines on a deal are editable and deletable. You can control the status of certain lines for a user. For example, you will see all product type lines but you won't be able to edit the lines of a Type = “Carpet” product.

• If your business logic is complex, you can use a custom Apex hook. For more information, see Line Items Operations Configurer.

• You can use both a filter and an Apex hook to define the status of a line. If you do this, the results of both approaches must evaluate as TRUE for it to be Editable or Deletable.

To define lines as editable

Use a Salesforce formula field to control the editable status of a line on the zpl_ContractLineItem_c, zpl_PriceLookupLineItem_c, and zpl_DealLine_c objects.

1. From the Lightning App Launcher, go to the appropriate Product Selector Configuration.
2. In the Related tab, in the Edit Line Dialog Filters section, select New.
3. In the New Edit Line Dialog Filter dialog:
   1. Line Item Field Name—​Enter the API name of a Boolean Salesforce formula field on the Contract Line Item or the Price Lookup Line.
4. Select Save.

When the field evaluates as TRUE on any given line item, the dialog filter will set the Editable flag on that line when it is loaded into the Line Items list.

To define lines as deletable

Use a Salesforce formula field to control the deletable status of a line on the zpl_ContractLineItem_c, zpl_PriceLookupLineItem_c, and zpl_DealLine_c objects.

1. From the Lightning App Launcher, go to the appropriate Product Selector Configuration.
2. In the Related tab, in the Delete Line Dialog Filters section, select New.
3. In the New Delete Line Dialog Filter dialog:
   1. Line Item Field Name —​Enter the API name of a Boolean Salesforce formula field on the Contract Line Item or the Price Lookup Line.
4. Select Save.

When the field evaluates as TRUE on any given line, the dialog filter will set the Deletable flag on that line when it is loaded into the Line Items list.

To hide non-editable lines

You can decide to hide non-editable lines from the Line Items list. This simplifies the search and enhances your productivity.

1. From the Lightning App Launcher, go to the appropriate Product Selector Configuration.
2. In the Details tab, select the Hide Non-Editable Lines checkbox.
3. Select Save.

You will now be able to see only the lines that you can edit.

To add editable/deletable columns to the list

You can add two special columns—Editable and Deletable—to the Line Items list by using the Line List Columns object. And you can mark these columns as visible to enable their filtering.

1. From the Lightning App Launcher, go to the appropriate Product Selector Configuration.
2. In the Related tab, in the Line List Column section, select New:
   1. Column Editable Indicator Type—Editable/Deletable.
   2. Line List Column Name—Editable/Deletable.
   3. Visible by Default checkbox—Checked.
3. Select Save.