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            Example Flexcard Conditions Setup

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            Example Flexcard Conditions Setup

            Review examples to help you determine how to use states or conditions for your use case.

            • Filter Policy Information by Using States
              Users access their account policy information on a Flexcard, and you want to personalize the available actions and data depending on their account.
            • Let Users Hide Information in a Block
              You have a Flexcard that shows the name, the ID, and the age for an account. The Flexcard also includes a block element that contains additional information such as the gender or the contact details. You want to enable users to expand or collapse the block element to show the information as needed.

            Filter Policy Information by Using States

            Users access their account policy information on a Flexcard, and you want to personalize the available actions and data depending on their account.

            Action Button Based on Expiration Date

            You want to emphasize to the policyholder when their policy is close to the expiration date. If the policy is up to date, the default state shows data fields and an action button to update account information. If the policy is about to expire, there’s a red border, an alert notification, and an action button to renew the policy.

            • Create states with these conditions and settings, and arrange them in this order:

              1. State 1:

                DaysToExpiration < 31
AND
DaysToExpiration != Null (empty)

              2. State 2: No condition

              3. State 3: Blank card state

            View Based on Expiration Date and Policy Type

            You want to create a view for your reps that shows universal life or universal variable life policies that are close to the expiration date.

            • Create states with these conditions and nested conditions, and arrange them in this order:

              1. State 1:

                Status = Purchased
AND
DaysToExpiration < 31
AND
(PolicyType = Universal Life
OR
PolicyType = Universal Variable Life)

              2. State 2: No condition

              3. State 3: Blank card state

            Let Users Hide Information in a Block

            You have a Flexcard that shows the name, the ID, and the age for an account. The Flexcard also includes a block element that contains additional information such as the gender or the contact details. You want to enable users to expand or collapse the block element to show the information as needed.

            Set a private variable in the Flexcard to define and evaluate its value at run time. First, create an action to set the value of the Flex.varname private variable. Then, add a condition to display the contact information based on the variable's value.

            1. Configure a clickable element to show the Block element with extra case info:
              1. Access the block element on the Flexcard.
              2. Add an icon before the block.
              3. Add a card action to the icon with the Set Values type.
              4. Add a new Set Value.
              5. In Key, enter Flex.showinfo.
              6. In Value, enter true.
            2. Configure another clickable element to hide the Block element with the extra case info:
              1. Add an icon in the block with a different image from the icon that you added before the block.
              2. Add a card action to the icon with the Set Values type.
              3. Add a new Set Value.
              4. In Key, enter Flex.showinfo.
              5. In Value, enter false.
            3. To hide the Block element by default, add a condition that checks the value of Flex.showinfo. Perform the following tasks:
              1. Select the block, and in its Properties, add a new condition.
              2. In Data Field, enter Flex.showinfo.
              3. From the Operator picklist, select =.
              4. In Value, enter true.

            In preview, the Flexcard’s JSON code includes the showinfo variable.

             
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