Flow Customisation: specify types of add-ons to display

LFS version: requires Limio for Salesforce v12.20 or later

 

Overview

Before a user can select an add-on, they are required to choose a type of add-on from a dropdown menu. In certain cases, only certain types of add-ons are relevant for specific journeys. Additionally, if a user always wants to select an add-on of one specific type, they should have the option to skip the selection step altogether. This new feature enables users to easily and efficiently define the desired add-on types in the flow builder to enhance their Limio for Salesforce experience.

This change applies to all flows where the add-ons selection is available (i.e. Limio Acquisition Flow and Credit Memo subflow of the Limio Manage Subscriptions Flow).

Limio Acquisition Flow

In the Selected Offers Screen, click on the Limio Selected Offers Table, and find a new property Input: Comma-separated list of add-on types to display.

Credit Memo Subflow

In the Credit Memo Screen, click on the Limio Order - Credit Memo component and find the same new property Input: Comma-separated list of add-on types to display. 

This input property allows you to specify the types of add-ons that the agent will see in the dropdown when they open the modal to select an add-on:

• If left blank, all existing types will be loaded and displayed in the dropdown.
• If populated with only 1 type, the dropdown will be skipped and the user will immediately see the list of add-ons of that specific type.
• If populated with 2 or more add-on types, the user will see a dropdown with only those types to choose from.

Format 

Comma-separated list of type values: