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Set Up Flyouts on a Flexcard
Display additional information from a child Flexcard, an Omniscript, or a custom Lightning web component when a user clicks an action on a Flexcard. For example, show account information on a Flexcard and the primary contact's name and email address in a flyout.
- After you select the flyout action type, select the type and name of the component to embed in the flyout. Only active components are available.
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To pass an object from the parent Flexcard’s data source instead of using the child
Flexcard’s data source, select a data node:
- {records}: Pass all data.
- {records[#]}: Pass the data of a specified record.
For example,
{records[0]}and{records[1]}are the first two records. - {record}: Pass the current record's data, such as when you deselect Repeat Records on the Setup tab.
- {record.FieldName}: Pass a record object, for example
{record.Product}for an object or array with additional data. - {record.attributes}: Pass all attributes for the current record.
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To pass attributes from the flyout’s component to the child component, add an
attribute.
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In Key, enter an attribute name such as
ContextIdfor passing the context ID of an Omniscript to the Flexcard. -
In Value, enter an attribute value.
To access the attribute in the child component, use the
{Parent}context variable. For example, enter{Parent.Id}in the child component's data source input map value field to use the parent's account ID as the child's context ID.The Value field supports concatenated strings, including a combination of plain text and supported merge fields, such as
{Parent.type} > {Name}.
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In Key, enter an attribute name such as
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Enter a channel name.
The Channel Name field supports data merge fields such as
{Name}, and the context variables{recordId}and{Session.var}. - Enter the remaining information as needed.
Close a Flyout Window Automatically
Set up a modal or popover flyout to close after a task is complete by adding a pubsub event in that window. For example, close a modal after a user updates an Omniscript from a flyout.
- Open or create the Flexcard that is to display in the flyout.
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Set up a pubsub event that closes the flyout window in one of these ways:
- Set up an event action by using the action element or by adding it to a supported element such as a block.
- Set up an event from Setup.
- Enter the channel name that you used in the flyout’s parent Flexcard.
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Enter
closeas the event name.
Close a Flyout Window from a User Action
Enable users to close a modal flyout after they perform an action by adding a closemodal event in that window.
- Open or create the Flexcard that is to display in the flyout.
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Set up a custom event that closes the flyout window in one of these ways:
- Set up an event action by using the action element or by adding it to a supported element such as a block.
- Set up an event from Setup.
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Enter
closemodalas the event name. - Select Composed and Bubbles.
