Configuring and Using the Transaction Component

Here's the workflow:

1. Customize Transaction Objects
2. Set Up a Transaction Component OmniForm
3. Set Up Transaction Component Post IPs and Integration Procedures
4. Add the Transaction Component to Pages

Set Up a Transaction Component OmniForm

This OmniForm appears when you create a transaction in an asset or a claim.

1. Go to OmniScript Designer and create a new OmniScript that you can use as an OmniForm. Enter:

   Field	Value
   Name	Transaction OmniForm or something similar
   Type	Claim or Asset
   SubType	Transaction

2. From Groups, drag a Step onto the OmniScript structure and name it Transaction.
3. Add Inputs to the Step to create the transaction.
4. From Actions, drag a Submit remote action under the step.

Set Up Transaction Component Post IPs and Integration Procedures

Create two Integration Procedures for each object you want to add the transaction component to: a Post-Integration Procedure ("Post IP"), and an Integration Procedure that calls the Post IP.

1. Go to OmniStudio Integration Procedures and click New to create a new PostIP integration procedure. Enter:

   Field	Value
   Name	ClaimPostIP, AssetPostIP, or something similar
   Type	Claim or Asset
   SubType	PostTransaction

2. Drag a Remote Action onto the Structure. Enter:

   Field	Value
   Element Name	Descriptive name
   Remote Class	InsuranceClaimHandler or InsuranceAssetHandler
   Remote Method	upsertClaimTransaction or upsertAssetTransaction

3. Drag an Omnistudio Data Mapper Post Action onto the Structure under the Remote Action.

   

   Note

   In this procedure, the Post IP calls a Data Mapper. Your Post IP can call a Data Mapper, an Apex class, or another action of your choice.

   1. Give the action an Element Name.

   2. Click the link beside the Data Mapper Interface field to create a new Data Mapper.

   3. On the Vlocity Data Mapper Interface page, on the Object tab, enter either InsClaimReserveTransaction__c or InsAssetReserveTransaction__c.

   4. In the Fields tab, enter information for the fields you will use on the transaction component.

   This is your Post IP. Now you can create an Integration Procedure that calls this Post IP.

4. Go to Vlocity Integration Procedures and click New. Enter:

   Field	Value
   Name	TransactionForm or something similar
   Type	Claim or Asset
   SubType	Transaction

5. Drag an OmniForm action onto the Structure. Enter:

   Field	Value
   Element Name	Transaction or something similar
   Type	Claim or Asset
   SubType	Transaction
   Post IP	The name of the Post IP you just created

   You reference this Integration Procedure (not the Post IP) when you add a transaction component to a page.

Add the Transaction Component to Pages

When you add the transaction component to a page, you also specify the Integration Procedure for the object.

1. Go to the asset or claim detail view, go to the gear menu, and select Edit Page.

2. Drag and drop the Vlocity Transactions List Component onto the detail page.

3. On the right pane, enter the name of the Integration Procedure for this type of object.