Action
Get Orders By Contact
Download .mdReturns a list of orders associated with a given contact record.
Reusable. Used by 2 of the 12 Fan_Agent topics.
Identity
| Field | Value |
|---|---|
| Master label | Get Orders By Contact |
| Local developer name | GetOrdersByContact |
| Source template | SvcCopilotTmpl__GetOrdersByContact |
| Invocation target | SvcCopilotTmpl__GetOrdersByContact |
| Invocation target type | flow |
| Confirmation required | false |
| Show in progress indicator | true |
Purpose
Returns a list of orders associated with a given contact record.
Used by
- OrderInquiries —
GetOrdersByContact_179KY0000000OtL - DeliveryIssues —
GetOrdersByContact_179KY0000000OtR
Prerequisites
contactRecordtypically comes fromIdentifyCustomerByEmailor from the verified session.
Inputs
| Name | Type | Required | User input | PII | Description |
|---|---|---|---|---|---|
contactRecord | recordInfo (Contact) | Yes | No (planner-piped) | No | Contact record associated with the identified customer. |
Outputs
| Name | Type | Displayable | Used by planner | Description |
|---|---|---|---|---|
ContactOrders | text | Yes | Yes | List of orders associated with the contact record (rendered as text — the flow formats it into something the agent can read aloud). |
Dependencies
- Flow
SvcCopilotTmpl__GetOrdersByContactinstalled. - Read access on
Orderfor the bot user.
