Action

Get Orders By Contact

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Returns a list of orders associated with a given contact record.

Reusable. Used by 2 of the 12 Fan_Agent topics.

Identity

FieldValue
Master labelGet Orders By Contact
Local developer nameGetOrdersByContact
Source templateSvcCopilotTmpl__GetOrdersByContact
Invocation targetSvcCopilotTmpl__GetOrdersByContact
Invocation target typeflow
Confirmation requiredfalse
Show in progress indicatortrue

Purpose

Returns a list of orders associated with a given contact record.

Used by

Prerequisites

Inputs

NameTypeRequiredUser inputPIIDescription
contactRecordrecordInfo (Contact)YesNo (planner-piped)NoContact record associated with the identified customer.

Outputs

NameTypeDisplayableUsed by plannerDescription
ContactOrderstextYesYesList of orders associated with the contact record (rendered as text — the flow formats it into something the agent can read aloud).

Dependencies

  • Flow SvcCopilotTmpl__GetOrdersByContact installed.
  • Read access on Order for the bot user.

Used in 1 agent

Used by (2 subagents)