Edit Line Item information form

[AIndolos]

Hello,

I was wondering if there's a way to edit the Line Item Information form. I wanted to add and remove some properties and also rearrange some stuff in there so that it's easier to fill up. 

Thanks!

[DZINGLEMAN]

The accepted solution does not sufficiently answer the particular question which is being asked. The columns can be edited to display on the Deal subpage, yes, but when clicking on "Action" on the individual line items, then going to "Edit", the form lists every single property for the Line Item/Product and our instance has a number of properties that are narrow-use cases to help with integrations and reporting. There does not appear to be a way to modify the list of properties which appears in that "Edit Line Item" form so my Sales Team will have to scroll all the way down past 15 scarcely relevant fields to add a note to a particular line item (not the product, as it is a deal-by-deal basis and the notes should be specific to the line item).

Not being able to modify properties available in the Edit Form list seems like a huge oversight given how often the answer to a HubSpot question is "make a custom property!"

Relevant idea post - please upvote!

https://community.hubspot.com/t5/HubSpot-Ideas/Add-Record-Customization-for-quot-Add-Line-Item-quot-...

[BBaber]

@DZINGLEMAN 
Apologies. I misunderstood the question. You can update the line item form. 

To do so:

1. Navigate to Settings
2. Left side bar navigate to Data Management > Products
3. click Customize the 'Create product' form

Here, you can update the properties and move them to the order you would like.

Hope this helps!

[AIndolos]

Hi @BBaber,

Okay thanks! But this is for editing the Create Product Form. 
I was asking how to edit the Line item information form.  (see below)

[BBaber]

@AIndolos it says create product form, but the changes there also update the Edit line item information form as well. 

Before changes:

After changes to create product form:

As you can see the product property "Custom Property" is now shown and is put where I wanted it displayed. 

Hope this helps 🙂

[YarynaB]

Hello @AIndolos ! 

I believe you could benefit from the LineNer app. . It excels in handling complex scenarios like the one you mentioned (and works for simpler ones as well).

Recently, Zoya wrote a great recommendation about our LineNer app you can reach out to her https://www.zesteyconsulting.com/ for help or install LineNer and test it on your own.

So, you can create a workflow that will be updating your line items config properties liek tax, etc - and enjoy the automation.

Thanks!

[BBaber · Accepted solution]

@AIndolos 
You can add or remove columns by going to line items on any deal and clicking Edit Columns

To add properties you need to create new product properties

Hope this helps!😀