Configure a Secondary Search in an Interaction Launcher

Configure the Vlocity Interaction Launcher to perform secondary searches determined by an initial search. Enable the initial search widget to continue searching after verification and then specify the name of the initial search in the secondary search widget.

example

Example

Before assisting a customer who needs to update information on their account, a customer service representative must find the Account name, then a search by unique information such as Tax ID.

The initial search widget, called Account Name, does a search for an Account name and returns records that match the name. If the representative finds the account, the representative then launches the second search widget, called Account Information.

1. Go to the Vlocity Interaction Launcher tab in your org and click to open an initial search widget to use as the widget that precedes the secondary search widget. Such as in the example on this page, if your secondary widget is Account Information, open the Account Name widget.
2. To indicate that this widget has a secondary search, select the Continue Search.
   
3. Go to the Vlocity Interaction Launcher tab and open the widget that follows your initial search from Step 1 and 2. Such as in the example on this page, if your initial search widget is Account Name, open the Account Information widget.
4. In the Previous Search Widget Name field, enter the name of the initial search widget.
5. To provide the context for the secondary search, enter its ContextId in the Previous Search Context Id Field. For example, enter %NS%__AccountId__c if your previous search widget's object is an Account, such as in the Example on this page.