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Page Layouts unique to Opportunity Products

Knowledge Article Number 000006440
Description

Page Layouts unique to Opportunity Products

Resolution

Opportunity Products (aka Opportunity line items) behave just a bit differently than other objects.
One of the differences is page layouts. Here is an overview of Opportunity Products page layout options.


RELATED LIST on Opportunity
Opportunity Products show up as a related list on Opportunity (unless optionally removed).
Like any other related list, you can determine its look and feel there by editing the parent object's page layout:

  1. Setup | Customize | Opportunity | Page Layouts... Edit...
  2. Then double-click the "Products" related list and determine fields and order
  3. Save BOTH the pop-up window and the Page Layout edit window


ADD NEW PRODUCTS (Classic)
When you click the standard [Add Products] button on the Opportunity Products related list on an Opportunity, then find and select one or more products from the list, you will then see the Add Products edit window.

To manage the fields and field order for this screen:

  1. Setup | Customize | Opportunity | Opportunity Products | Page Layouts
  2. Open one Page Layout
  3. Click on the [Edit Multi-Line Layout] button (this button does not show up in Edit mode)
  4. Select and order fields
  5. Save


ADD NEW PRODUCTS (Lightning Experience)
To manage the fields and field order for this screen:

  1. ​Setup icon | Setup Home | use quick find to locate the Object Manager
  2. Open Opportunity Product | Click Page Layouts
  3. Click on the name of the Page Layout
  4. Select and order fields
  5. Save


VIEW and EDIT OPPORTUNITY PRODUCTS
Any time you click to open or edit an Opportunity Product on an Opportunity record the full-screen layout is determined by the Opportunity Products page layout:

  1. Setup | Customize | Opportunity | Opportunity Products | Page Layouts
  2. Edit the Page Layout
  3. Make changes as with any other object Page Layout
  4. Save

Also See Editing Multi-Line Layouts for Opportunity Products




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