Set Up Conditions Based on Flexcard States

Flexcard states determine the fields and actions available to the user. When you create a Flexcard, Omnistudio assigns a default state. You can create more as needed to offer different information and interactions based on conditions that you define. For example, include an empty state when no data is available, or visual cues when a user action is required such as a payment or an acknowledgment. Or add different buttons based on a support case status such as Reopen for closed cases and View for escalated cases.

1. From the App Launcher, find and select Flexcards.
2. Expand a Flexcard and select a version.
3. If needed, deactivate the Flexcard for editing the Flexcard.
4. From the elements panel, drag the State element to the canvas.
5. To create a state to display when there are no records:
   • Select Use this state when the FlexCard returns a null value.
   • If you're using the designer on a managed package, select Blank Card State.
   For example, when a data source returns no records from the Policy object, create a state with an Omniscript action to add a policy.
6. Enter an internal name for the state.
7. Add conditions and elements as needed.

   When you add multiple states, Omnistudio runs through them from top to bottom, and shows the data of the first state that meets the conditions. We recommend that you organize the states from the most complex to the simplest ones. Then, at the end, add a state with no conditions, and then add a blank card state.