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When to Use Flexcards and Omniscripts
Omniscripts and Flexcards have many basic similarities: Both are user interfaces, can pull data from multiple sources, and can be interactive. To decide when to use Flexcards or Omniscripts, consider if the purpose is to only show data or if users are likely to require complex interactive UIs.
Use Flexcards to show data such as account information, contact details, and opportunity details, without requiring multi-step actions from users. Flexcards can also launch Omniscripts, new windows, or let users perform simple actions such as updating an address. Flexcards can use conditional logic to show or hide elements based on certain conditions.
Use Omniscripts to show data and collect information from users in a step-by-step process. For instance, collect a user's medical history or vehicle details by using guided, interactive flows and response formats, such as radio buttons or text. Omniscripts can use Flexcards for showing visualizations of data. Omniscripts can use complex conditional logic for showing one set of actions over another.
Use Case for Flexcards
Let’s say you need to design an app for an Experience Cloud page that your marketing agents use. When marketing managers log in to their dashboards, they want to see a list of all open opportunities assigned to them, starting with the oldest open opportunity.
In this situation, you can create a Flexcard to pull data from the Opportunity object and show it on a card in a table on your Experience Cloud page. Users can perform basic interactions on the card such as sorting the table to show the newest records first or filtering for a specific type of open opportunity such as Value Proposition.
Use Case for Omniscripts
Let’s say you need to design an app for a Lightning page that collects an employee's medical history. The goal of the app is to propose a company-approved insurance plan best suited to the employee's needs.
For this use case, you can create one or more Omniscripts that take your employees through a step-by-step questionnaire. The questionnaire asks them about their age, prior medical issues, prior insurance claims, and other factors. Use Omniscripts to design an application that has several screens that show dynamic content based on user inputs.
