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Tip: Learn more about line items from Zapier’s guide and help documentation.
Line items can be challenging for users to work with as a concept, so make sure to consider what a user would be inputting and do not add line item group fields unless there is a clear use case for them.

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Before adding a line item group

Before adding a line item group to an action:
  • You should have already added an action where this line item group would be added.
  • Your app’s API should be able to accept and work with line item values.

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Add a line item group

To add a line item group to an action:
  1. Log into the Platform UI.
  2. Select your integration.
  3. In the Build section in the left sidebar, click the name of your action.
  4. Click the Input Designer tab
  5. Click Add to display the dropdown menu and select Line Item Group.
  6. In the Line Item Group Label field, add a name for the Line Item Group. This should be something users would recognize as being a set of values where each one would be added individually.
  7. In the Line Item Group Key field, add a key for the Line Item Group. This will let Zapier identify this group internally.
  8. Click the Add Line Item button.
  9. Add in the relevant fields as you would for an input field. Each field that you add here will be received as line item values. Note that the Allows Multiples and Alters Dynamic Field options will not appear, as those options cannot be used in line item fields, as they are mutually exclusive.
  10. After adding all the line item fields, click Save.
Your new Line Item groups will show up in the Zap editor as a separate block with the different line item input fields within:
Users will need to map line item values from earlier steps in their Zap into the fields within the line item group. They would be sent to your API as an array of individual objects. Users cannot input comma separated values into a line item field, they need to be provided from the trigger or a prior action in line item format for them to be sent this way.

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Testing the Line Item Group

Once you’ve added a line item group to your action, you can test how it works in a Zap. To do this, send line items from a previous step in the Zap into the line item fields in your integration. If you don’t have an app that outputs line items, you can use the Formatter by Zapier integration to create line items. Then, map the output fields from the Formatter step into the line item group fields in your action. You can use the Monitoring page on the Platform UI to view the API request. This helps you verify that values are passed as expected in the API request.
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