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Add State Model Components to a New Record Page
Salesforce provides special components for State Models that display states and rule results. Including these components in the record page for the base object is recommended. You can add them to a new record page.
To create the record page for the Report_Card__c object:
- In Setup, in the Object Manager, in the Report_Card__c object, click Lightning Record Pages, then click New.
- Click Record Page, then click Next.
- In the Label field, type Report Card.
- In the Object field, type Report and select Report Card from the list.
- Click Next.
- Click Header and Right Sidebar, then click Finish.
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When you see the No Data for this Object window,
click OK.
The Report Card record page opens in the Lightning App Builder.
- Drag a Highlights Panel component from the Components list to the top Add Component(s) Here rectangle on the page.
- Drag a Record Detail component from the Components list to the left Add Component(s) Here rectangle on the page.
- Scroll to the bottom of the Components list.
- Drag a Vlocity State Transition component from the Components list to the left Add Component(s) Here rectangle on the page, and drop it immediately above the Record Detail component.
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To use Underwriting Rules along with State
Transition Rules, click the Vlocity
State Transition component and change the Get State Rules Class Name value to
InsuranceRuleService.Underwriting (Workflow) RulesTo see how this component works, see Workflow for Testing a State Model.
- Drag a Vlocity Rules Log component from the Components list to the right Add Component(s) Here rectangle on the page.
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To use Underwriting Rules along with State Transition
Rules, click the Vlocity Rules
Log component and change the Get Rules Log Class Name value to
InsuranceRuleService.Underwriting (Workflow) Rules - Click Save. In the Page Saved window, click Activate.
- On the Activation: Report Card page, click Assign as Org Default.
- Click Desktop and phone, then click Next.
- Click Save. Click Back to return to the Object Manager.
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