Configure Action Buttons in Transaction Line Editor

To provide an intuitive experience for sales reps, define the placement and sequence of action buttons in the Transaction Line Editor or Sales Transaction Line Editor. Customize which actions appear as standalone buttons, grouped buttons, or menu items within a dropdown list.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Transaction Management is enabled

User Permissions Needed
To customize the Transaction Line Editor or Sales Transaction Line Editor:	Customize Application Manage Agentforce Revenue Management system permission
To view Transaction Line Editor or Sales Transaction Line Editor on the Orders page:	Field-level security to these OrderItem fields: ValidationResult (Read-only) PriceWaterfallIdentifier (Read-only) ParentOrderItemId (Read-only) OrderActionId (Read-only) Field-level security to these OrderItemRelationship fields. AssociatedOrderItemPricing (Read-only) AssociatedQuantScaleMethod (Read-only)

Important Complete these prerequisites before you configure action buttons.

• Turn on Enable Groups on the Revenue Settings page to include group-specific actions.
• Turn on Header Adjustments on the Revenue Settings page to include QuoteAdjustment or OrderAdjustment actions.
• Identify the exact, case-sensitive API names for the actions you want to appear

1. In Lightning App Builder, open the quote or order record page and select Edit.
2. Select the Transaction Line Editor or Sales Transaction Line Editor component.
3. In the Action Buttons field, enter the API names of the actions.
   • To show a single button, enter the action name on its own line. For example, enter AddGroup.
   • To separate multiple buttons with a divider line, enter the API names on the same line separated by a comma. For example, enter AddGroup, and Ungroup.
   • To nest actions as menu items under a main action button, place the secondary actions in parentheses. For example, enter MoveSelectedLines, (AddGroup), (Ungroup).
   • To create a standalone dropdown menu for multiple actions, enter the names in parentheses. For example, enter (AddGroup, ExpandAllGroups, CollapseAllGroups, Ungroup).
4. Save your changes.
5. Go to the quote or order record page to verify the button sequence and layout.

If you don’t specify which actions appear or how they show, the editor shows the default actions. Use these supported API names.

Supported Actions

Action api name	description
AddAssets	Add assets to the editor.
AddGroup	Create a group of line items.
Ungroup	Remove grouping from selected lines.
ExpandAllGroups	Show all items within every group.
CollapseAllGroups	Hide all items within every group.
MoveSelectedLines	Reorganize selected lines within the editor.
RepriceAll	Recalculate prices for all lines.
BulkDelete	Delete multiple selected lines simultaneously.
EstimateTaxes	Calculate tax estimates for the transaction.
ImportQuoteLineItems	Upload line items from an external source.
QuoteAdjustment	Apply adjustments to the quote header.
OrderAdjustment	Apply adjustments to the order header.