Set Up Card Actions to Update a Flexcard

Reload

Refresh the data shown on the Flexcard such as in response to an event. For example, create a Flexcard that listens for an event from another Flexcard and reloads itself when the event is fired.

Remove a Record

Remove a Flexcard from the page that shows it, or a specific record from the Flexcard. Omnistudio removes the Flexcard or record from the page that the user views, but not from the data source.

1. From the Flexcard Designer, drag an Action element into a state.
2. Select Card from the Action Type dropdown.
3. From the Type dropdown, select Remove.
4. To remove a specific record, create an Event Listener, and enter a Record Index.

Select Card

Select records from a list on a Flexcard, such as to add or remove shopping cart items, or to select support cases. Then, create a custom event that passes the selected records to an Omniscript.

Note

All actions with a type of Select Card on the same Flexcard use the same list, even when the actions have different names. When you enter values in Selected Cards List Name, Selectable Mode, or Selectable Field, Omnistudio populates those values across all Select Card actions on the Flexcard

1. In Selected Cards List Name, enter a value that uses only lowercase and alphanumeric characters and no spaces, such as selectedcaseslist.

   To use the default name, selectedcards, leave the field empty.

2. If needed, to show a preselected record to the user, enter a boolean data field.

   For example, you have case records with an IsEscalated field that indicates the escalation status. To send a list of preselected escalated case records, enter IsEscalated. In the JSON code in preview, all cards where IsEscalated is true are selected.

3. Enter the remaining information as needed.
4. In Setup, turn on Omniscript support.
5. Add an event listener.
6. Select the custom event type.
7. Enter selectcards_ and the name of the selected card list as the event name, such as selectcards_selectedcaseslist. If you use the default list name, enter selectcards_selectedcards.
8. Expand the Action section.
9. Select the Update Omniscript action type.
   For example, to send a list of preselected escalated case records to an Omniscript, enter IsEscalated in the Selectable Field field. In Preview, all cards where IsEscalated is true are selected.
10. Add these input parameters:
    1. In Key, enter the name for the data node to pass to the Omniscript, such as selected.
    2. In Value, enter the name of the selected cards list as a variable, such as {selectedcaseslist}.
11. Save your changes.

    When you preview the Flexcard, in the JSON code under _flex, all cards where isSelected is true are selected.

12. Embed your Flexcard in an Omniscript as a custom Lightning web component.

    See Embed Flexcards in an Omniscript.

Set Values

Update field values on a Flexcard, such as for customer service reps to update the status of a case when they resolve a case.

1. Add a key-value pair for Set Values.
2. In Key, enter one of these values:
   • The field name returned from a data source
   • A session variable to update such as {Session.time}.

     See Flexcards Context Variables.

   • A private variable name for configuring conditions in the Flex.varname format, where varname is an alphanumeric string, excluding index, which gets the Flexcard index. When record data changes, private variables remain the same.

     For example, you can set a condition on an element where the element displays for the first three records only. If your condition is Flex.index < 3, the element displays on card[0], card[1], and card[2]. For more examples of conditional display, including by using a private variable, see Display Data on Flexcards Based on Conditions.

3. In the Value field, enter a new field value as plain text, a merge field, or a concatenated string of both, such as New Value, {Name}, or {Parent.type} > {Name}.

Update Datasource

Change the data source or update parameters of an existing data source, such as updating the pagination limits on a list of returned records.