Estimate Builder Lightning Component Properties

This table lists the fields available in the properties pane in Lightning App Builder for the Estimate Builder Lightning component.

For more information about the fields on the Estimate Builder Lightning component, see Estimate Builder Lightning Component Fields.

Lightning Components Properties in the Estimate Builder
Field Description Default Value
Additional Estimate Line Set Columns Field Set

The field set containing the additional Estimate Line Set fields that are displayed in the component. If None is selected, no additional fields are displayed.

The columns are displayed in the following order when other estimate objects also have an additional column field set defined: additional role request columns, additional task columns, additional line set columns, and additional estimate product instance columns. Users can change the order of the columns for their user. For more information, see Configuring an Estimate.

Notes:
  • Only the following field types are supported: Checkbox, Currency, Date, Email, Lookup, Number, Percent, Picklist, Text, Text Area, and URL.
  • The following fields on the Estimate Line Set object are supported as read-only: Created By and Last Modified By.
  • The following fields on the Estimate Line Set object will not be displayed: Estimate Product and Owner.
 None
Additional Estimate Line Set Columns Left Side of Builder Field Set Select the field set on the Estimate Product object to display on the left side of the Estimate Builder. --None-- displays no additional left-side columns. None
Additional Estimate Product Instance Columns Field Set

The field set containing the additional Estimate Product Instance fields that are displayed in the component. If None is selected, no additional fields are displayed.

The columns are displayed in the following order when other estimate objects also have an additional column field set defined: additional role request columns, additional task columns, additional line set columns, and additional estimate product instance columns. Users can change the order of the columns for their user. For more information, see Configuring an Estimate.

Notes:
  • Only the following field types are supported: Checkbox, Currency, Date, Email, Lookup, Number, Percent, Picklist, Text, Text Area, and URL.
  • The following fields on the Estimate Product Instance object are supported as read-only: Created By and Last Modified By.
 None
Additional Estimate Product Instance Columns Left Side of Builder Field Set Select the field set on the Estimate Line Set object to display on the left side of the Estimate Builder. --None-- displays no additional left-side columns. None
Additional Estimate Product Instance Manage Products Columns Field Set Select the field set on the Estimate Product Instance object that you want to provide additional columns to edit in the Manage Products window. --None-- displays no additional columns. --None--
Additional Estimate Products Manage Products Columns Field Set Select the field set on the Estimate Product object that you want to provide additional columns to view in the Add Products window in the Manage Products window. --None-- displays no additional columns. --None--
Additional Estimate Product Manage Products Filter Columns Field Set Select the field set on the Estimate Product object that you want to provide additional fields to filter on when selecting an estimate product in the Add Products window in the Manage Products window. --None-- adds no additional filter fields. --None--
Additional Estimate Product Overview Columns Select the field set on the Estimate Product Instance object that you want to provide additional columns to the Estimate Product Overview table. --None-- displays no additional columns. --None--
Additional Estimate Role Request Columns Field Set

The field set containing the additional Estimate Role Request fields that are displayed in the component. If None is selected, no additional fields are displayed.

The columns are displayed in the following order when other estimate objects also have an additional column field set defined: additional role request columns, additional task columns, additional line set columns, and additional estimate product instance columns. Users can change the order of the columns for their user. For more information, see Configuring an Estimate.

Notes:
  • Only the following field types are supported: Checkbox, Currency, Date, Email, Lookup, Number, Percent, Picklist, Text, Text Area, and URL.
  • The following fields on the Estimate Role Request object are supported as read-only: Average Bill Rate, Created By, Last Modified By, Name, Resource Request, Schedule, Source Estimate, and Suggested Bill Rate.
  • The following fields on the Estimate Role Request object will not be displayed: Estimate Product and Owner.
 Estimate Builder Role Request Columns
Additional Estimate Role Request Columns Left Side of Builder Field Set Select the field set on the Estimate Task object to display on the left side of the Estimate Builder. --None-- displays no additional left-side columns. None
Additional Estimate Task Columns Field Set

The field set containing the additional Estimate Task fields that are displayed in the component. If None is selected, no additional fields are displayed.

The columns are displayed in the following order when other estimate objects also have an additional column field set defined: additional role request columns, additional task columns, additional line set columns, and additional estimate product instance columns. Users can change the order of the columns for their user. For more information, see Configuring an Estimate.

Notes:
  • Only the following field types are supported: Checkbox, Currency, Date, Email, Lookup, Number, Percent, Picklist, Text, Text Area, and URL.
  • The following fields on the Estimate Task object are supported as read-only: Created By and Last Modified By.
  • The following fields on the Estimate Task object will not be displayed: Estimate Product and Owner.
 None
Additional Estimate Task Columns Left Side of Builder Field Set Select the field set on the Estimate Role Request object to display on the left side of the Estimate Builder. --None-- displays no additional left-side columns. None
Enable Lookup Filters If selected, the component uses lookup filters to filter the records shown in columns in the Estimate Builder. true
Height (Pixels) The height of the component in pixels. The default value is 500 and minimum value is 300. 500
Show Add Line Set Button If selected, the Add Line Set button is displayed. true
Show Add Task Button If selected, the Add Task button is displayed. true
Show Allocation (%) Columns If selected, the Target Allocation (%) and Actual Allocation (%) fields are displayed. Target Allocation (%) will be displayed on an estimate template, and Actual Allocation (%) will be displayed on a non-template estimate. false
Show Billing Type Column If selected, the Billing Type column is displayed. true
Show Export to CSV File Button If selected, the Export to CSV File button is displayed. true
Show Group Column If selected, the Group column is displayed. false
Show Hours Multiplier Column If selected, the Hours Multiplier column is displayed. false
Show Margin (Amount) Column If selected, the Margin (Amount) column is displayed. false
Show Margin (%) Column If selected, the Margin (%) column is displayed. true
Show Practice Column If selected, the Practice column is displayed. false
Show Pricing Method Column If selected, the Pricing Method column is displayed. false
Show Region Column If selected, the Region column is displayed. true
Show Recalculate Hours Button If selected, the Recalculate Hours button is displayed. false