View and Modify a Placed Order
After creating an order, you can view and modify some
of the fields. To view all the orders created by you, click the Menu
() icon > .
Click the Order Name link from the Order list page or click the PREVIEW ORDER button from the Checkout confirmation popup. The order page appears where you can view and update the following details:
Order Summary
You can update the Primary Contact, Description, Ship To Account, and Bill To Account fields.
The following API is used for updating the value. For more information, click here.
PATCH https://<URL_of_the_Instance>/api/order/v1/orders/{orderId}
Line Items
- Click the Edit button to edit the line items in a created order to add, clone, modify, and delete items.
- After the changes are done, click Confirm Changes.
You can also open the Product Details and Configuration by clicking the product name and wrench icon respectively.
Attachments
If you want to upload some required document(s) in a particular order, you can upload it from the Attachments section.
Prerequisites
The implementer must create an IsPrivate custom field with a Boolean data type and default value as false on the DocumentMetadata object. Use the
Admin User Interface or the following API and sample payload: POST
https://<URL_of_the_Instance>/api/schema/v1/objects/{objectName}/fields
{
"FieldName": "IsPrivate",
"DisplayName": "IsPrivate",
"DataType": "Boolean",
"DefaultValue": "false"
}
Guest users will not be able to upload or delete any documents from the Attachments section. They can only view documents associated with the order.
- From the order details page, click the Attachments tab.
- Drag and drop the file or click the browse link and select the file(s).
Refer to the following image for the supported file type.
- Check the Make visibility private checkbox to make the attachment only visible to you on the order details page.
- Click Clear if you want to remove the selected file.
- Click Upload to upload the selected file to the order.
You can File Name, Size, Type, Created By, and Created Date information under the Attachments section. The file types listed in the following image are supported. You can upload up to 28 MB of document(s).
The following API is used for uploading the document. For more information, click here.
POST https://<URL_of_the_Instance>/api/document-management/v1/documents/upload
For example: https://<URL_of_the_Instance>/api/document-management/v1/documents/upload?objectType=order&objectId={objectID}
You can only modify the line items when the order is in the Draft stage.