Get Quote Members Invocable Action

Use this action to get all quote members associated with a given quote. For example, you can retrieve all member data to calculate volume-based discounts across a specific enterprise quote.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions

Input Values

Parameter Description Data Type
quoteId The ID of the quote to get members for. String
queryOffset The offset used to fetch member data. String
pageSize The number of members to fetch. String
sortByField The field name to sort the results by. String
sortDirection The sort direction, for example, ASC or DESC. List of String
searchText The text to search for in members. String
searchByFields A comma-separated list of fields to search in. String
returnFields A comma-separated list of fields to return. List of String
groupByField The field name to group results by. String
includeOptions The include option, for example, defaultFields or allFields. String
additionalFilters Additional filters formatted as a JSON string. String

Output Values

Parameter Description Data Type
outputMessage A message containing the details of the output. String
quoteMembers A list of quote members. List of String
errorMessage A message explaining why the data couldn't be fetched. String

Example

JSON Request

{
  "inputs": [
    {
      "quoteId": "0Q0Ij000000TOvMKAW",
      "checkAsyncJobStatus": false,
      "offset": "0",
      "pageSize": "3",
      "sortByField": "LastModifiedDate",
      "sortDirection": "DESC",
      "searchText": "PLOT",
      "searchByFields": "Name",
      "fields": "Name",
      "include": "defaultFields"
    }
  ]
}

JSON Response Body

[
 {
   "actionName": "{namespace}__B2BCmexGetMembersInvocable",
   "errors": null,
   "invocationId": null,
   "isSuccess": true,
   "outcome": null,
   "outputValues": {
     "error": null,
     "members": [List of Members],
     "message": null
   },
   "sortOrder": 0,
   "version": 1
 }
]