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          Add a Vlocity Action to an Interaction Launcher Search Widget

          Add a Vlocity Action to an Interaction Launcher Search Widget

          Add Vlocity Actions to a search widget in the Vlocity Interaction Launcher. For example, add an action to the Search Results pane, or create a new Verify action by cloning an existing one.

          Interaction Launcher Add Actions

          Before you begin:

          Follow these steps to add an action:

          1. From the Vlocity Interaction Launcher tab, click an Interaction Launcher search widget to edit.
          2. Click Related.
            Interaction Launcher Widget Related tab
          3. In the Vlocity Interaction Launcher Actions section, click New.
          4. In the Name field, enter a visible name for the action, such as View Account.
          5. (Optional) In the Vlocity Interaction Launcher field, update the search widget associated with the action. By default, the current widget is selected.
          6. (Optional) Enter a number in the Display Sequence field to indicate the sequence in which the action gets displayed in the widget.
          7. Click into the Vlocity Action field, and select the action to execute.
          8. From the Applicable Condition dropdown, select when to display the action.
          9. From the Action Type dropdown, select where to display the action. For example, select Launch to perform the action on click of the Launch Console button after verification.
            • Launch: Execute action on click of the Launch Console button after verification.
            • ResultPane: Display action on the Search Results panel.
            • SecondResultPane: Display action on secondary search results panel. See Configuring a Secondary Search.
            • VerificationPane: Display action on Verify Caller panel.
            • VerifyAction: Execute action on click of the Verify button.

          Add the Interaction Launcher to a Console app. See Add the Vlocity Interaction Launcher to a Console App.

           
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          Salesforce Help | Article