How to specify the custom fields to be shown on orders/opportunities for every product category.

This setting requires the CPQ or Advanced Order Logic add-on.

1. Click Settings → CRM → Products:
   
   
    
2. Find the product category and click the edit (pencil) icon on its row:
   
   
    
3. Click the field under Show only the following fields on order row, then choose the custom fields you'd like to show on the product category:
   
   
    
4. Click Save
5. Now, when choosing a product from this product category in Orders/Opportunities, only the selected custom fields will show on that order row. If you leave the list empty, all order row custom fields show.

Show a field only for selected product categories

You can also set this from the field itself:

1. Click Settings → CRM → Fields, then Order row.
2. Click the order row custom field to edit it.
3. Under Only show this field for products in these categories, choose the product categories.
4. Click Save.

The field then shows only on order rows whose product is in one of those categories. Order rows with a product that has no category do not show it.

Both settings apply together. A field shows on an order row only if the product category's list allows it and the field's own category list allows it. When a field is hidden on an order row, any value in it on that row is cleared.