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Create the Vlocity Actions for the State Model Example
The actions in the Report Card State Model invoke a custom class, but you can invoke prebuilt services in your State Model actions.
For example:
-
To send email notifications if your base object is Application__c, use InsVlocityActionService:notifyApplicant.
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To assign any type of base object records to a Queue, use InsVlocityActionService:assignRecordToQueue.
To create the Vlocity Actions for the Report Card State Model:
- In Lightning Experience, click the App Launcher
. - Type model in the Search field and select Vlocity State Models.
- Click Report Card State Model., then click the Report Card State Model V1 link.
- In the Vlocity Actions section of the page, click New.
- Specify the following settings. Leave other settings at their defaults. Note that the Vlocity State Model Version field is set for you.
Setting
Value
Vlocity Actions Name
Notify of Incomplete
Active
(checked)
Display Label
Notify of Incomplete
State Model
Report Card State Model
To State
Incomplete
IsStateDefaultAction
(checked)
Invocation Class Name
ReportCardEmail
Invocation Method Name
notifyContact
Invocation Method Input
{ "emailTemplateName":"CourseIncomplete" } - Click Save & New.
- Specify the following settings. Leave other settings at their defaults. Note that this action doesn't have To State or IsStateDefaultAction values.
Setting
Value
Vlocity Actions Name
Notify of Grade A
Active
(checked)
Display Label
Notify of Grade A
State Model
Report Card State Model
Invocation Class Name
ReportCardEmail
Invocation Method Name
notifyContact
Invocation Method Input
{ "emailTemplateName":"PassedWithGradeA" } - Click Save & New.
- Repeat the previous three steps to create the following Vlocity Actions. Assign the same values to the Active, State Model, Invocation Class Name, and Invocation Method Name settings. Click Save after creating the last one.
Vlocity Actions Name
Display Label
Invocation Method Input
Notify of Grade B
{ "emailTemplateName":"PassedWithGradeB" }Notify of Grade C
{ "emailTemplateName":"PassedWithGradeC" }Notify of Grade D
{ "emailTemplateName":"PassedWithGradeD" } - Make sure your list of Vlocity Actions looks like this:
