No-code tool to define Allowed Subscription Actions rules

LFS version: requires v12.42 or later

When a subscription is selected in the Manage Subscriptions flow, on the next screen users see a list of available actions based on the subscription's attributes. This subscription actions list is defined on the backend by a standard Limio Apex class.

This article describes a new tool - Subscription Actions Rule Rules Builder - which allows defining custom rules to show different actions for different subscription criteria.

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Subscription Actions Rule Rules Builder is based on a new custom object called Subscription Actions Rule.

• Navigate to the Subscription Actions Rule tab from the App Launcher or from the related tabs list in the Limio Console and create a new rule record.
• Define subscriptions criteria on the left side of the page, and click Save.
• Select the allowed actions on the right, and Save it.
  
  

Subscription Criteria section is where you can set up entry criteria to check against a subscription.

It includes some subscription level attributes (like Status, Term details, Product etc.) and Subscription Offer's Criteria with all the standard and custom attributes defined in the Limio template:

And action Selector on the right side of the page

• When a user selects a subscription in the Manage Subscriptions flow and this subscription matches the rule's subscription criteria, only specified actions will be available.
• If the subscription does not match any of the rules, displayed actions will default to the existing logic described in this guide
  
  

Tips

1. Manage Subscriptions flow triggers Get Subscription Actions Apex class and passes down properties from the selected subscription record. Make sure that the following properties are included and mapped correctly:
- endDate

- hasDelivery

- isAutoRenewable

- isGift

- isGiftRefundable

- offerPath

- offerProducts

- offerTermLength

- offerTermType

-status

Related articles:

Flow Customisation: Override Supported Subscription Actions