Use hierarchical list view for quote line items

task brazil Updated Sep 10, 2026 1 min read quote-management-view-hierarchical-line-items.md
Raw file servicenow.com

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

Search documentation
Search document titles and file paths on the brazil branch