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Configuring Card Properties (Managed Package)
For the managed package runtime, configure card properties on your card layout.
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
After creating a card layout and adding cards, configure card properties in the Cards pane of the Card Designer. See Creating a Card Layout Using Card Designer (Managed Package) or Creating an LWC Card Layout (Managed Package). See Adding a Card to a Layout (Managed Package).
Property |
Description |
Example |
|---|---|---|
Create Version |
Creates a new version of a card. The new version is added underneath the current card. Creating a version of the card creates an exact copy of the card with a Version equal to the latest version number plus one, such as Version 2. See Cards Framework Versioning (Managed Package). |
N/A |
+ Add Filter |
Filters the output of the returned data from the data source. For the key, select the name of a field returned from the data source. For the value, enter the value to filter. To view available data fields to filter, click View Data in the card or the card layout. |
For example, to show data whose account name is Acme, select ['AccountName'] as the key, and Acme as the value. |
+ Add Session Variables |
Configure a card to store data from the data source, or enable additional features from a card template. |
For example, enter columns as the name and an array of table heading names and settings as the value if your selected card state template is a DataTable LWC whose attribute columns requires a list of columns to display in the table. |
+Add Metatags |
Enables search engine optimization (SEO) options in your metadata by allowing the layout to write metatags to a page header. Available card metatags are: author, description, keywords, and viewport. The metatags are inserted after a layout or card loads, whether or not the data source is set. Vlocity recommends that you replace metatags with the same name. Do not duplicate metatags. Web crawlers ignore duplicate tags. |
For example, possible keywords for a card layout that shows a list of active account cases are cases, current cases, active cases. |
Data Source |
Sets a data source for the layout. The data source holds the master query that returns results in a JSON structure for cards in the layout. For more information on how to configure a data source and to see a complete list of data sources, see Configuring Data Sources. Cards can have data sources different from the layout data source. |
For example, you might query every policy associated with an account, then create a card for each policy type. |
