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          Display Data on Flexcards Based on Conditions

          Display Data on Flexcards Based on Conditions

          Determine whether to apply conditions to individual Flexcard elements, to the entire Flexcard, or to both. Use states to control what’s available to users at the Flexcard level. For a more granular configuration, apply conditions to specific elements, fields, events, and more. For example, to show an alert icon for escalated cases, apply conditions to that icon. To show different Flexcards based on the payment status of an insurance account, create states for each status.

          • Set Up Conditions to a Flexcard Element
            Apply conditions to Flexcards elements to show only relevant information to your users based on data field values. For example, on a Flexcard that summarizes the terms of a contract, only show reminder text when the contract renewal date is within a defined range.
          • 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.
          • Example Flexcard Conditions Setup
            Review examples to help you determine how to use states or conditions for your use case.
           
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