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I want to add more fields on this page, when the user clicks "Add Product".

 

How?

 

Show more fields when adding opportunity product
5 answers
  1. Nov 10, 2011, 4:26 PM
    You need to edit the Multi-Line layout on the Opportunity Product page layout.

     

    Editing Multi-Line Layouts for Opportunity Products

    Available in: Professional, Enterprise, Unlimited, and Developer Editions

     

    User Permissions Needed To edit multi-line layouts for opportunity products: “Customize Application”

    You can customize the columns that display when you click Edit All in the Products related list of an opportunity detail page.

    1. Click Your Name | Setup | Customize | Opportunities | Opportunity Products | Page Layouts.
    2. Click the name of an opportunity product page layout.
    3. Click Edit Multi-Line Layout.
    4. As necessary, move fields from the Available Fields list to the Selected Fields list:

      • Select one or more fields and use the Add and Remove arrows to move them between the lists. Also, click the Up and Down arrows to change the order of the Selected Fields list.
      • Use CTRL+click to select multiple fields individually.
      • Use SHIFT+click to select multiple fields as a group.
    5. Click Save to apply your changes
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