Line items are subsets of individual items. For example, “apples, oranges, bananas” are line items of “fruit”.
NoteLine items are a specific kind of JSON data structure. A line item is an object containing an array of objects. In JSON, an array is a comma-separated list inside of square brackets which [ “looks”, “like”, “this” ]; a JSON “object” is a set of {key:value} pairs that are surrounded by curly braces.
To use line items in your Zap, line items must be supported in both your trigger and action. If your trigger doesn’t support line items, you can use Formatter to create line items after setting up your trigger.
1. Add a Formatter step to your Zap
- In the Zap Editor, click the Action step, or click the plus + icon to add an action to your Zap.
- Select Format.
- Click the Event dropdown menu and select Utilities.
- Click Continue.
2. Set up the line item transformation
There are two ways to create line items with Formatter.
Text to Line-item
If you have a single set of line items you want to create, use the Text to Line-item transform:
- In the Set up action section, click the Transform dropdown menu and select Text to Line-item.
- In the Values section, click the Input field and select a trigger field with information formatted as comma-separated values (e.g., “apples,bananas,oranges”).
- Click Continue.
Line Itemizer
If you need to create more than one set of line items, use the Line Itemizer transform:
- In the Set up action section, click the Transform dropdown menu and select Line Itemizer (Create/Append/Prepend).
- (Optional) In the Line-item(s) Group Name field, enter a name for your line item set.
- In the Line-item Properties section, add your line items:
- In the field on the left, enter a property name.
- In the field on the right, click the field and select a trigger field with information formatted as comma-separated values.
- Repeat this step for each set of line items.
- Click Continue.
3. Test your line item transformation
- Click Test & Review. If the transformation is successful, the information from the trigger will be converted into line items.
After creating your line items with Formatter, you can use these line items in further actions in your Zap.
