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Integration Procedure: Filter the List of Data JSON using List Action

Summary : In this blog you can use the List action in Integration procedure to filter the list by condition and update the filtered list in to salesforce using dataRaptor Case study: Filter the list of address based on addressType and insert to the salesforce in Integration Procedure. Continuation of repeat block input OS. Mastering Repeat Input Blocks in Omnistudio: Complete Walkthrough From…

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Mastering Repeat Input Blocks in Omnistudio: Complete Walkthrough

Summary: This case study outlines the process of adding multiple addresses for an account with different address types in Omnistudio through a repeat block. Steps include creating an omniscript, enabling repeat settings, adding input elements, capturing the account ID, and activating and previewing the OS. This guide provides a code-free method for adding repeat input blocks in OS. Step 1:…

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Pass selected data from flexcard to Omniscript

The content discusses creating a flexcard for a multiselect picklist and sending the user-selected data back to omniscript. The process involves creating the flexcard, adding a multi-select element and action, creating omniscript, and activating and previewing it. A related article offers a step-by-step guide to customizing multiselect elements. Case Study: Create flexcard for multiselect…

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#action #data pass #FlexCard #multiselect #Omniscript #Omnistudio #pass data

Step-by-Step Guide to Customizing Multiselect Elements Without Code

The post explains how to customize a multiselect combobox in a step-by-step manner. It details creating a flexcard, selecting display modes, adding options, and customizing attributes such as label, name, and placeholder. It also provides examples and concludes by encouraging readers to use the flexcard for multiselect customization. Case Study:Display combobox to select multiple value along…

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#customize #FlexCard #multiselect #Omnistudio #Vlocity

Custom CSS Tips for Optimizing Omnistudio Flexcard Accordion

The post provides a detailed explanation of customizing the toggle button for the accordion section handle using custom CSS on the flexcard. The step-by-step guide and the included screenshots are helpful, making it easy to follow along.

Summary: The post provides a detailed explanation of customizing the toggle button for the accordion section handle using custom CSS on the flexcard. The step-by-step guide and the included screenshots are helpful, making it easy to follow along. Case Study: I created a flexcard to replace custom accordion on the salesforce record page, Click here to refer Adding custom CSS to customise the…

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#Accordion #CSS #CSS flexcard #custom LWC #FlexCard #Omnistudio #Vlocity

Create an inquiry form with attachments that will generate a salesforce case.

Step 1: Create an Omniscript and add text fields to fill up the basic informations like First Name, Last Name, Email, Phone No and description of the issue and attachment. Attachments can be multiple Step 2: Drag and drop the Integration Procedure below step1. Create a new integration procedure Step 3: Once Create the Integration Procedure, Drag and drop the DataRaptor Post Action into the…

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#Integration Procedure #Vlocity

How can I clone a Salesforce object along with all the child objects of a case using the Integration Procedure without code?

Use Case – Create a clone case from a current case and change the all the child case of the parentId to cloned case Create an IP with Procedure Name and type, Subtype Step 2: Drag and drop the Dataraptor extract action in to the panel and retrived Case and Child case details with caseID – ContextId DataRaptor Extract: Create a Datarptor extract, add case in the object and retrieve the child…

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#conditional block #elseif #for loop #group element #Integration Procedure #loop block #Omniscript #Omnistudio #Vlocity

Navigate to a advanced step in the OmniScript using Navigate Action Element

Create an OmniScript with Name and Type, SubType. Step 1: Add Name, Email, Number field in the Step and change the Step Name to “CustomerInformation” Step 2: Add Navigate Action in to the Step and Select Current Page as Page Reference Type. Target Parameters – here lastStep is the navigation step name. Step 3: go to the setup panel enable the SEO *Note – Enable SEO is important to navigate a…

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#action #navigation #Omniscript #Omnistudio #validation #Vlocity

Navigate to a specific step in the omniscript

Create an OmniScript with Name and Type, SubType. Step 1: Add Name, Email, Number field in the Step and change the Step Name to “CustomerInformation” Step 2: Drag and drop the another step and change the step name to “AddressDetails” Add TextBlock for the Label “Current Address” , Below that add Text Area and 2 Text and name it “Address1”, “City1” and “State1” Respectively Add one checkbox if…

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#Omniscript #Vlocity

How can I use Set Error in Omnistipt to go back to the mandatory field that is based on a condition?

Step1: Create a Omniscript with Name and type Subtype Drag the Text, Number, Email properties to the Canvas Step 2: Add Email Patter in the Email in the Validation Options Step 3: Add Patter in Phone Property that only numbers are valid Step 4: Drag the Step in to the canvas add one check box, if user has email ID then check, IF the Check box is true and Email text field is null when user go…

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#Omniscript #Omniscript Element #Omnistudio #set errors #Vlocity

Custom DataTable with a Salesforce Record Hyperlink

Use case: Clicking the account name in the datatable redirects to a page with the account record. Step 1: Create a DataRaptor extract in the first step to get the account details, including the primary contact’s name, phone number, and address. Mapping the Input and Output Preview the Dataraptor Step 2: Create an Omniscript to display the Custom Datatable Step 3: Drag the Dataraptor in the…

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#custom datatable #DataRaptor #hyperlink #LWC #Omniscript #Omnistudio #Vlocity

Upload the file or image into the salesforce record using Omniscript

Requirements: Upload a file or image to all contacts associated with the account. Step 1: Create an Omniscript Step 2: Drag the SetValues Element to the canvas to set the Account variable as ContextId, which is used to retrieve the current ContextId. Step 3: Create a DataRaptor extract to retrieve contacts from the AccountId Step 4: In the Formula tab, add all contacts Id to the List. Map…

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#file uplaod #Omniscript #record #salesforce #Vlocity

Invoke Omniscript from LWC

How to invoke an Omniscript from a LWC component. Step 1:Create a new Omniscript Step 2: Create a DataRaptor extract to retrieve the case details with case ID. Click here to know more about DataRaptor Step 3: Drag and drop the Dataraptor Extract to retrieve the case details by ContextId, Map the dataSource and filter value In the DataRaptor, enter the response in the Response JSON Node to…

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#invoke os #LWC #lwc os #Omniscript #rrecord page #salesforce lwc #vlocity os

How to create Custom Lightning Web Components in Omniscript

Use Case: Enter the case number with validation that the text input should accept only numbers, and once the user has entered the value in the text input, allow the user to click on the next button. When the Text Input type value mismatches the condition, the user doesn’t allow to go to the next step. Step 1: Create a new omniscript Step 2: Create an LWC in your org. Add input components and a…

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#custom LWC #input text field #LWC #Omniscript #Omnistudio #Vlocity

Action button in Flexcard

In this blog, you can call a datasource when you click on the action button to retrieve the data from or to the salesforce. Step 1: Create a new Flexcard with no datasource. Drag the action element onto the canvas and select Action Type Card. Step 2: Choose Type as Update Datasource and your data source type, such as Dataraptor as Datasource and interface Name as DR extract Name. Please check…

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#action #DataRaptor #DataTable #DR #FlexCard

Custom Message Alert in Flex card

In this blog, you will be able to create a custom message alert in the Flexcard. Step 1: Create a Flexcard with the name SampleMessageAlert and click on Next. Step 2: Choose DataRaptor Datasource and click next. Step 3: Select your DataRaptor Extract and add the input map, Click on next. Using the key-caseId, which uses the input of DRExtract and Value is contextId, and dynamically passing…

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#Alert LWC #custom LWC #DR #Extract DR #Message Alert LWC #Vlocity flexcard

SOQL Query DataSource and DataTable Element

Step 1: Create New Flexcard with the Name SampleFlexcard and Click on the Next button Step 2: Choose DataSource SOQL Query and Click next Step 3: Enter your Query in the Query TextArea box. Ex. Select Id, Name from Account. To Order by the query result use options like Order By, Reverse Order .etc. Step 4: Click on Fetch Button to retrieve the query result, and view it in Either Table format…

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#DataTable #Felxcard datasource #Flexcard datatable #Omnistudio #SOQL Query Datasource

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