No-code tool to customise Customer Subscriptions table columns

LFS version: requires v12.29 or later

Introduction

Limio's objective is to empower our customers with greater independence when utilizing Limio for Salesforce. To achieve this, we are dedicated to developing low-code and no-code tools that facilitate a seamless, point-and-click experience for customizing the user interface (UI) of our components.

This article will guide you through a new tool that provides a straightforward method for modifying the columns displayed on the initial screen of the Manage Subscriptions flow, specifically within the Customers Subscriptions table.

Where to find the tool?

In the App Launcher or under the tabs in the Limio Console App, find Subscriptions Table Config page.

This page consists of two tabs: Business Account and Person Account. Each tab contains 2 main sections:

- on the left, you can see a list of all possible columns to choose from

- on the right are currently selected columns

Updated view from v12.87 and higher:

List on the right defines the columns reflected in the Customer Subscriptions table component in the Manage Subscriptions flow:

 

In v12.87 we added a few improvements:

• Included the original Field Name in the right column of the reordering/relabeling tool to help users identify each field easily
• 
• Added possibility to define Manage Subscription columns separately for Person Accounts and Business Accounts — including different labels, column visibility, and ordering for each account type.
  • For example, you can now include the Subscriber Name (a lookup field) on the Business Account layout to clearly display the subscription owner in each table row.
    
    

Implementation Note

To enable the new functionality after an upgrade, make sure to adjust the Limio Manage Subscription flow:

1. Open the flow and replace the Get Subscriptions Table Columns Apex action with Get Subscriptions Table Columns By Ids which requires the recordId as an input parameter.

Record Id allows us to identify the account record type and pick the correct config record: 

 

Legacy view of the tool

Example

Within the new tool you can select a different set of columns, relabel them, reorder the list and save the updated configuration:

 

Administration

Write access to this tool is controlled by the Assisted Sales - Admin permission set. Users with non-admin profiles and permissions are allowed Read access the config.

Related articles

1. Flow Customisation: SubscriptionRefined Apex class
2. Flow Customisation: Subscriptions Table Columns