Loading
Important Advisory: iOS Update Impacting CG Mobile ApplicationRead More
Insurance
Automatic Vlocity State Transition Component Refresh

Automatic Vlocity State Transition Component Refresh

Use a PushTopic to automatically refresh the Vlocity State Transition component when the Status field of a record updates.

This task is optional and should only be completed if you use the Vlocity State Transaction component.

Note
Note If you do not enable a PushTopic for a State Transition component, you must update the component manually when the status of a record updates.
  1. Click the quick access menu (Setup gear icon), and click Developer Console.
  2. From the Debug menu, select Open Execute Anonymous Window.
  3. In the Enter Apex Code window, paste in the following Apex code, and replace the object and field names based on which object you want to update.

    For example, to enable a PushTopic for the Quote State Transition component, the Apex code would look like this:

    PushTopic pushTopic = new PushTopic();
    pushTopic.Name = 'QuoteStateEvent';
    pushTopic.Query = 'SELECT Id, Status FROM Quote';
    pushTopic.ApiVersion = 51.0;
    pushTopic.NotifyForOperationUpdate = true;
    pushTopic.NotifyForFields = 'Referenced';
    insert pushTopic;

    For the Claim Status State Transition component, it would look like this:

    PushTopic pushTopic = new PushTopic();
    pushTopic.Name = 'ClaimStateEvent';
    pushTopic.Query = 'SELECT Id, Status FROM Claim';
    pushTopic.ApiVersion = 51.0;
    pushTopic.NotifyForOperationUpdate = true;
    pushTopic.NotifyForFields = 'Referenced';
    insert pushTopic;
  4. Click Execute.

The State Transition component updates automatically when the status of the record changes.

SEE ALSO

Developer Guide: PushTopic

 
Loading
Salesforce Help | Article