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Change Order Summary Preview Action
In Salesforce Order Management, preview the requested changes to an order summary without submitting them. Use this action to review changes before submitting. This action is available in flows running API version 67.0 and later.
Required Editions
| Available in: Lightning Experience |
| View supported editions. |
| This feature requires the Salesforce Order Management add-on. To purchase, contact your Salesforce account executive. |
In Flow Builder, add an Action element to your flow. Select the Order Management category, and search for Change Order Summary Preview.
Set Input Values
Use values from earlier in the flow to set the inputs.
| Input Parameter | Description |
|---|---|
| Change Order Adjustment Group Summaries Input | A collection of order adjustment group summary changes to preview. Each record contains the details for one adjustment group change. |
| Change Order Delivery Group Summaries Input | A collection of order delivery group summary changes to preview. Each record contains the details for one delivery group change. |
| Change Order Item Adjustment Line Summaries Input | A collection of order item adjustment line summary changes to preview. Each record contains the details for one adjustment line change. |
| Change Order Item Summaries Input | A collection of order item summary changes to preview. Each record contains the details for one item change. |
| Change Order Item Tax Line Item Summaries Input | A collection of order item tax line item summary changes to preview. Each record contains the details for one tax line item change. |
| Change Order Reference Number | The reference number of the change order associated with the order summary. |
| Change Reason | The reason for the requested changes to the order. |
| Order Summary | The order summary record to preview changes for. |
| Order Summary ID | Required. The ID of the order summary record to preview changes for. |
Store Output Values
| Output Parameter | Description |
|---|---|
| Preview Change Order Summary Output | The preview result of the requested change order summary, including estimated impacts before submission. |
Usage
Use this action to preview the expected results of changes to an order summary before submitting them.
- In a flow for modifying order summaries, use this action to display the expected results for the user to review before executing the changes.
- When the user verifies the expected results, pass the same input to a Change Order Summary Submit action.
- The preview includes estimated impacts for item changes, delivery group changes, tax changes, and adjustment changes.
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