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 Subscription table config page. This page consists of two main sections:

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

- on the right are currently selected columns

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

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