Order line item actions

You can capture assets and trigger smart actions directly against individual order line items in the cart. The order item detail screen gives deeper visibility into each product, bundle, or promotional line so you can upload supporting assets, edit item details where permitted, and run smart actions without leaving the order flow. Captured assets are linked to the relevant account, visit, order, and order item. Smart actions can be configured at order-item level for validations, guided capture, or downstream updates tied to the specific product being ordered or returned.

Admin

Requires JSON configuration. Add a RESOURCES tab to the OrderItem ObjectsToSync configuration to enable asset capture. Add Actions to the OrderItem ObjectsToSync to configure smart actions at the order item level.

JSON example - asset capture (RESOURCES tab):

"ObjectsToSync": [
  {
    "ApiName": "OrderItem",
    "Tabs": [
      {
        "ChildObjectApiName": "OrderItem",
        "Title": "",
        "Type": "RESOURCES"
      }
    ]
  }
]

JSON example - smart actions on order items:

"ObjectsToSync": [
  {
    "ApiName": "OrderItem",
    "Actions": [
      {
        "Target": "/services/apexrest/aforza/TestService",
        "Title": "Validate Cart Item",
        "Type": "APEX"
      }
    ]
  }
]