Setup of FXL Bundle Maker

The FXL Bundle Maker enables dynamic parenting within the FXL Data Grid.

This component works on the following objects:

FX5__Ticket__c

The component defaults are configured for the Ticket object.
FX5__Quote__c
FX5__Invoice__c
FX5__Price_Book__c

The Bundle Maker works by searching for a parent item from items already on the grid (existing items) or adding a new item from the catalog.

Parent items must be Price Book Items with Dynamic Parenting enabled.

Optionally, configure custom labels for the FXL Bundle Maker Lightning Component. This allows for custom labels or internationalization (i18n) and translation.

Screenshot of the FXL Bundle Maker configurations

Drop FXL Bundle Maker to the record page with the FXL Data Grid already added and configured

For Ticket record pages, the component is preconfigured.

For other objects, make the following entries:

Entry Description Recommended Entry Recommended Option

Entry	Description	Recommended Entry	Recommended Option
Search field to find existing bundle	Field to search in the grid for the existing item to use as the parent.	Price Book	`FX5__Catalog_Item_Code__c`
Quote	`FX5__Catalog_Item__c`
Invoice	`FX5__Catalog_Item__c`
Additional field to display in existing bundle search results	Additional field to display for search results when searching the grid for an existing item to use as the bundle’s parent. A second line is added to the search results. You should use a description field.	Price Book	`FX5__Catalog_Description__c`
Quote	`FX5__Description__c`
Invoice	`FX5__Description__c`
Search field to find parent item for new bundle	Field to search in Catalog items for a new item to use as the parent.	Price Book	`Name`
Quote	`FX5__Catalog_Item_Code__c`
Invoice	`FX5__Catalog_Item_Code__c`
Additional field to display in new bundle search results	Additional field to display for search results when searching Catalog Items for a new item to add to the grid to be the bundle’s parent. A second line is added to the search results. You should use a description field.	Price Book	`FX5__Catalog_Description__c`
Quote	`FX5__Description__c`
Invoice	`FX5__Description__c`

Search field to find existing bundle

Field to search in the grid for the existing item to use as the parent.

Price Book

FX5__Catalog_Item_Code__c

Quote

FX5__Catalog_Item__c

Invoice

FX5__Catalog_Item__c

Additional field to display in existing bundle search results

Additional field to display for search results when searching the grid for an existing item to use as the bundle’s parent. A second line is added to the search results.

You should use a description field.

Price Book

FX5__Catalog_Description__c

Quote

FX5__Description__c

Invoice

FX5__Description__c

Search field to find parent item for new bundle

Field to search in Catalog items for a new item to use as the parent.

Price Book

Name

Quote

FX5__Catalog_Item_Code__c

Invoice

FX5__Catalog_Item_Code__c

Additional field to display in new bundle search results

Additional field to display for search results when searching Catalog Items for a new item to add to the grid to be the bundle’s parent. A second line is added to the search results.

You should use a description field.

Price Book

FX5__Catalog_Description__c

Quote

FX5__Description__c

Invoice

FX5__Description__c

Click Save.
If this is the first time the FXL Bundle Maker has been set up on the page, activate the configuration of the page as the Org default.
Click Back.
Verify FXL Bundle Maker is displaying where you expected.