topic Re: How can I control the display order of line items on a deal? in APIs & Integrations

How can I control the display order of line items on a deal?

mathcee — Tue, 26 May 2020 21:52:09 GMT

I'm having trouble keeping the line items ordered on deals.

Some of our deals have such a large number of line items that we'd like to keep them ordered in a way as to help our users. Originally I thought that If I controlled the association time I'd be able to associate them in the order desired and solve the problem this way, but even creating them in the order I want, with intervals of several second just to be sure they aren't getting associated out of turn, I still didn't get the result I want.

Anyone knows how to handle this? I can't find anything like display_order for the line items.

Re: How can I control the display order of line items on a deal?

WendyGoh — Thu, 28 May 2020 06:24:02 GMT

Hey @mathcee,

As mentioned on a similar dev forum thread: HubSpot Community - How to get the value of the order the line items appear on a Hubspot deal?, I did the following test:

On my end, I created a deal and added five products like this:

This is product one

This is product two

This is product three

This is product four

This is product five

Next, I used this endpoint: Get associations for CRM object and I was return the following results:

240363021 (the line item id)

240363022 (the line item id)

240363024 (the line item id)

240363025 (the line item id)

240363026 (the line item id)

Plucking in those line item id into this endpoint: Get line item by ID, I was able to see that the results of the product in the line items is showing the same as what I'm seeing on the UI.

Are you seeing mismatch of display order between the UI and the endpoint? Could you share with me, your portal ID, an example deal and the steps you took?

Re: How can I control the display order of line items on a deal?

mathcee — Fri, 05 Jun 2020 09:18:30 GMT

Hi @WendyGoh
My Portal ID: 3957645

My problem is slightly different.

I'm creating the line items via API, and it doesn't seem to matter how much I space the craetion requests, the line item ids will not be necessarily sequential.

Take the test deal 2268144437.

I created the line items, always waiting the succesful creation of one before creating the next. The Line item Ids I got came, however, in the following order:

1. 672623385
2. 672540074
3. 672539821
4. 672542963
5. 672623389
6. 672612210
7. 672614608
8. 672551442

As you can see the IDs for the created line items are not exactly sequential, so, even though I can control the creation order I fail to control the display order. Can you help me with this?

Re: How can I control the display order of line items on a deal?

vishesh — Thu, 21 Jan 2021 02:12:26 GMT

Hi @WendyGoh and @mathcee I'm also facing a similar issue, however I am not creating line items through the API.

Line items can be re-ordered in the UI, by clicking and dragging a line item to a different place in the ordering. I'd like to have a way to determine what the display order is, because changing the display order does not change the order in which the results are returned from the Get associations for CRM object API.

Is there any way to do this?

Re: How can I control the display order of line items on a deal?

abrow — Tue, 18 May 2021 13:33:44 GMT

@vishesh any luck figuring this out?

Re: How can I control the display order of line items on a deal?

JOakley — Tue, 31 Aug 2021 23:52:08 GMT

Also having trouble with this, did we get a solution in the end?

Re: How can I control the display order of line items on a deal?

vishesh — Mon, 27 Sep 2021 02:39:03 GMT

I'm still waiting for a reply on this @abrow and @JOakley

Re: How can I control the display order of line items on a deal?

Harald_Harstad — Tue, 12 Oct 2021 11:00:16 GMT

Hi @WendyGoh , Do you have any suggestions for this? We create deals and line items through API and need to reorganize 5 line items in thousands of deals before we continue the process. This is time-consuming. We can't figure out what defines the line item ID sequence and it seems just random. It should be possible to make a prioritization upon a product ID. @Thomastechweb

Re: How can I control the display order of line items on a deal?

AKatzian — Thu, 16 Feb 2023 09:16:26 GMT

I added a solution to order line items via the API on this post:

https://community.hubspot.com/t5/APIs-Integrations/displayOrder-API-Change-display-order-of-products-line-items/m-p/757102/highlight/true#M61503

Re: How can I control the display order of line items on a deal?

Franci — Tue, 10 Oct 2023 08:44:32 GMT

Hi Everyone,

I work for a HubSpot Diamond Partner. We have developed an app for the marketplace that aims to solve the issue of displaying associated line items. Currently, line items associated with deals remain hidden in other relevant objects. This app bridges the gap by introducing CRM cards that unveil line item lists within associated objects.

We are seeking beta testers who can try our app at no cost, provide valuable feedback, and assist us in enhancing the product's overall usability.

👉 Join the Beta Test -> Installation link 🔗

👉 How it works document -> PDF

While you're here, don't forget to check out our other apps in the HubSpot Marketplace for more helpful solutions!

Cheers!

Re: How can I control the display order of line items on a deal?

DaveParry — Thu, 20 Jun 2024 09:05:04 GMT

An answer has been found for this as explained in this thread:

Basically there is a hubspot property for the order:

hs_position_on_quote

Re: How can I control the display order of line items on a deal?

JWan1 — Thu, 09 Jan 2025 21:50:28 GMT

Hello,

Has that app been released?

Thank you.

Re: How can I control the display order of line items on a deal?

JWan1 — Thu, 09 Jan 2025 21:55:02 GMT

I'm with you on this. When we create a quote, the various line items have to display in a certain order. (For example, Product #1 always displays as the first line item, Product #2 always displays second, etc.). Because our quotes have 20-30 line items, it's time consuming to click and drag them all every time we create a quote. We'd like most of our line items to default to a specific order and then we can manually drag and drop the rest.

I'd like to find a way to do this that doesn't involve APIs since I'm not very tech savvy.