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Documentation Index

Fetch the complete documentation index at: https://knowledge.goautonomous.io/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Every field configuration has three tabs — Summary, Line Items, and Stocklines — each controlling a different part of the Flow interface. Fields added to one tab are completely independent of the others.

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Summary tab

The Summary tab defines request-level fields: the data that appears in the Summary panel in Flow — things like delivery address, account, purchaser name, and order-level references.

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Groups

Summary fields are organised into collapsible groups. Each group appears as a section in the Flow Summary panel.
  • Rename a group — click the group name to edit it inline. Group names are required and must not be blank.
  • Add a group — click + Add group at the bottom. This is disabled if any group currently has a blank name or if a field in any group has an incomplete setup.
  • Reorder groups — drag and drop groups to change the order they appear in the Summary panel.
  • Delete a group — hover the group header and click the trash icon. Deleting a group removes all fields within it.

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Adding fields to a group

Click the + Add field button within a group to add a field to that section. Fields within a group can be reordered via drag and drop.

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One-time delivery configuration

When a delivery address field is added to a Summary group, a Configure One-Time Delivery button appears within that group. This button lets you define how a one-time (ad-hoc) delivery address is structured when a user enters one in Flow.
The Configure One-Time Delivery button only appears after a delivery address field has been added to the group. It will not be visible until that field is present.
Clicking the button opens a dialog where you can:
  • Set a configuration name (required; max 25 characters).
  • Enable Create in ERP if the one-time address should be pushed to your ERP. This only works if your integration has been configured to support it — confirm with your Engagement Manager before enabling.
  • For each delivery address field in the group, configure:
    • Include — whether this field appears in the one-time delivery form.
    • Required — whether the user must fill it in (only available if the field is included).
    • Field description — an AI prompt describing what the field should contain and how it should be formatted (required when the field is included). For example: “Find the delivery country and return its 2-letter ISO code.”
Save is disabled until at least one field is included. For the user-facing impact of one-time delivery — including how it appears in the Copilot tile and how the AI parses addresses — see Tips and tricks on delivery addresses.

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Line Items tab

The Line Items tab defines the columns in the Flow product cart — the fields your team sees and edits for each extracted product line.

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Preview

A preview strip at the top of the tab shows a live visual mock of how the product cart will look based on your current field configuration. As you add, remove, reorder, or change field visibility, the preview updates in real time. Use it to check column layout and spacing before saving. Fields are split into two visual rows in the preview:
  • Upper level fields — the main product row (always visible per line).
  • Lower level fields — a secondary row shown when a line is expanded.

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Stacking fields

The first two fields in the product cart can be placed side by side in the same column (“stacked”) by dragging one onto the other. Stacking only applies to those first two fields — fields further down the list cannot be stacked. This is useful for pairing short-value fields like quantity and unit of measure.

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Spacers

Click Add spacer to insert a blank spacer column in the cart layout. Spacers are purely cosmetic and help with visual alignment.

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Sum definition

Click Define sum to configure how the total at the bottom of the product cart is calculated. This requires at least two visible number-type fields. The sum dialog lets you define a formula: Field 1 [operator] Field 2, where the operator can be +, −, ×, or ÷. The result is summed across all line items and shown as a total at the bottom of the cart.
If you remove or hide a field that is part of a sum definition, the sum definition is automatically removed. You’ll be warned before confirming.

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Stocklines tab

The Stocklines tab defines the fields shown inside the stockline (subproduct) viewer — the additional detail layer displayed for products that have sub-variants or stock entries.

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Preview

Like the Line Items tab, a preview strip at the top shows how the stockline fields will render in the viewer. The preview includes both the product cart context above and the subproduct fields below, so you can see how they sit together.

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Differences from other tabs

  • There is no Visible toggle per field — all fields added to the Stocklines tab are always displayed.
  • Fields cannot be marked as Mandatory.
  • There are no spacers or sum definitions.
  • The show_in_stockline and show_in_tableview behaviour options on each field (configured in the field editor) control whether a field appears in the inline stockline view vs. the expanded table view.
For more on how stocklines work from a user perspective, see Stock lines in Flow. For admin setup, see Stock lines setup.

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What’s next