The Cart Builder Tab

Overview

The Cart Builder subtab in FormBuilder is where you'll configure Shopping Cart for a selected Community along with its Product Objects, images, and filters.

Cart Creation Process

Follow these steps to create a Shopping Cart.

  1. Go to the FormBuilder Rx tab in FormBuilder
  2. Select a Community (and version, if applicable) from your Environments list
  3. Click the Cart Builder tab
  4. Click the Create New Cart button

  5. In the popup window that appears, enter details such as the Cart name, select the Active checkbox, and click Save when you're done

  6. A cart record will be created and appear on the Cart Builder tab

Add Product Objects

Follow the below steps to add product objects to the Cart configuration.

  1. Click on the Add New Product Object button
  2. In the Popup window that appears, start typing the name of a Product object. A list of objects should appear dynamically here.
    Note:
    In the Product Name field, search with the object API name. Only product objects for standard objects and custom objects will be available for mapping.
  3. Fill in the required details and select Display Fields





  4. Click Save
  5. After clicking Save, a Cart Product Configuration record will appear

Reference: Supported Fields

Sr. No. Field Name Supported Field Type
1 Title Text
2 Description Text, Text Area, Text Area Long
3 Pricing Type Custom, Standard
4 Price (this field only displays when the Pricing Type is "custom") Currency
5 Price Book (this field only displays when the Product name is "Product 2" and the "Pricing Type" is "Standard")

Standard Price Book name

Custom Price Book name

6 Quantity Field Number
7 Criteria Field Checkbox
8 Product Image Form Attachment
9 Default Product Image This option will add the same image to all Product Items
Display Fields The selected fields section will get displayed on the front end inside the list view/grid view/product detail page.

Add Images

Follow the below steps to add product images.

  1. Go to Salesforce Classic and navigate to the Products Tab (you may need to click the "plus" sign on the tab bar to open the All Tabs page and scroll down for Products)
  2. Click on any product for which you want to add an image
  3. Scroll down to Notes and Attachments and click on Attach File

  4. Choose the imaage file you want to upload and click Done

  5. On the front end, the uploaded image will be displayed for that particular product

Create Product Filters

On the Cart Builder Configuration popup, you should see a Default filter along with a Create New Filter button. Follow these steps to add new filters.

  1. Click the Refresh button

  2. Click the Add New Filter Button
  3. In the popup window that appears, enter details

  4. Click Save
Tip:
You can activate or deactivate Shopping Cart filters by checking or unchecking the "Is Active?" checkbox.

Cart Order and Payment Configuration

In the Cart Order section of your Shopping Cart Configuration page, enter the order details and item configuration and click Save. The order object name is erxuserorder, and the order item object name is erxuserorderitem.