Use hierarchical list view for quote line items
task brazil Updated Sep 10, 2026 1 min read quote-management-view-hierarchical-line-items.md
Sales agents can view quote line items as a hierarchical list, which helps to view the parent and child relationship between line items.
Before you begin
Role required: sales_agent
Procedure
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In the CRM Workspace, select the List icon [Omitted image "list-outline-24.svg"] Alt text:.
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Navigate to Quotes > All.
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Select the quote that you’re working with and open the Line items tab.
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Use the control to manage the line items.
Control Description Caret [Omitted image "icon-caret.png"] Alt text: Opens the hierarchical list view showing the child line items. Pencil [Omitted image "icon-pencil.png"] Alt text: Make additional configuration changes to the products in the line item. Number [Omitted image "icon-list-item-number.png"] Alt text: Shows the number of child line items contained in the parent line item. Filter [Omitted image "icon-filter.png"] Alt text: Filters line items. Toggle [Omitted image "icon-list-toggle.png"] Alt text: Toggles between hierarchical view and standard view.
Parent Topic:Using Quote Management
42 lines · 1.8 KB
---
title: Use hierarchical list view for quote line items
description: Sales agents can view quote line items as a hierarchical list, which helps to view the parent and child relationship between line items.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/quote-management-view-hierarchical-line-items.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Quote Management, Configure, price, quote apps, Use, Sales Customer Relationship Management]
---
# Use hierarchical list view for quote line items
Sales agents can view quote line items as a hierarchical list, which helps to view the parent and child relationship between line items.
## Before you begin
Role required: sales\_agent
## Procedure
1. In the CRM Workspace, select the List icon \[Omitted image "list-outline-24.svg"\] Alt text:.
2. Navigate to **Quotes** > **All**.
3. Select the quote that you’re working with and open the **Line items** tab.
4. Use the control to manage the line items.
|Control|Description|
|-------|-----------|
|Caret \[Omitted image "icon-caret.png"\] Alt text:|Opens the hierarchical list view showing the child line items.|
|Pencil \[Omitted image "icon-pencil.png"\] Alt text:|Make additional configuration changes to the products in the line item.|
|Number \[Omitted image "icon-list-item-number.png"\] Alt text:|Shows the number of child line items contained in the parent line item.|
|Filter \[Omitted image "icon-filter.png"\] Alt text:|Filters line items.|
|Toggle \[Omitted image "icon-list-toggle.png"\] Alt text:|Toggles between hierarchical view and standard view.|
**Parent Topic:**[Using Quote Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/quote-mgmt-using.md)
| title | Use hierarchical list view for quote line items |
| description | Sales agents can view quote line items as a hierarchical list, which helps to view the parent and child relationship between line items. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/order-management/quote-management-view-hierarchical-line-items.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Quote ManagementConfigurepricequote appsUseSales Customer Relationship Management |