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Create a Flexcard (Managed Package)
For the managed package runtime, configure basic settings and data source options when creating a Flexcard in the Flexcard Designer. After creating a Flexcard you can update additional options and start building your user experience.
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
Beginning with Vlocity Insurance and Health Summer '20 , the Flexcard Designer enables you to preview while you build dynamic context-specific user interfaces for customer interactions using a drag interface with WYSIWYG editing. The Flexcard Designer is LWC only and does not support Angular.
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Configure basic settings as follows:
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From the Flexcards tab, click New.
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In the New Flexcard step, enter the Name of your Flexcard following required naming conventions.
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Select a Theme for your Flexcard. Select Lightning to use SLDS (Salesforce Lightning Design System), or Newport to use the Newport Design System.
NoteYou cannot change the theme once set. You will need to clone the Flexcard to change the theme.
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Update the Author.
NoteYou cannot change the author once set. You will need to clone the Flexcard to change the author.
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(Optional) Update the Title. The title is used to find your generated Flexcard LWC after activation in the Lightning App Builder and Community Builder.
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(Optional) Enable Is Child Card to embed the Flexcard inside another Flexcard.
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(Optional) Enter the Description visible on the Flexcards home tab.
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Click Next.
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Configure the data source as follows:
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In the Select Data Source Type step, select a data source type to retrieve data from a Salesforce object or an external database.
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Click Next.
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In the Select Data Source step, configure the data source properties.
For example, if you selected an Omnistudio Data Mapper as your data source type, select an active Data Mapper. Enter the ContextId as an Input Map, such as Key = AccountId and Value = {recordId}, Configure additional options as needed.
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Click Next.
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To view test data when your data query has merge field variables such as
{recordId}, configure Test Parameters.
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To enter test data:
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If a merge field was added in the previous step, a Run-Time Variable is populated. Add its Test Value. If for example, your Run-Time Variable is a ContextId such as {recordId}, that expect's an Account's Id, enter a specific Account Id in Text Value.
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For each new test parameter, click + Add, enter a Run-Time Variable your data source expects, and enter a value in Test Value.
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To drill down through the JSON data to pass a specific dataset to the Flexcard, enter the JSON path in the Result JSON Path field. For example, in the following code, enter [0]['Cases'] to return data from the Cases object only.
[ { "AccountPrimaryContactEmail": "sean@edge.com", "AccountBillingCity": "Austin", "AccountCreated": "2020-10-15T21:28:48.000Z", "AccountRevenue": 139000000, "AccountWebsite": "http://edgecomm.com", "AccountPhone": "(512) 757-6000", "AccountName": "Edge Communications", "AccountId": "0013g00000AeI9fAAF", "AccountPostalCode": "78767", "Cases": [ { "Type": "Mechanical", "Id": "5003g000007WQHRAA4", "Created": "2020-11-23T20:51:20.000Z", "Priority": "High", "Status": "Escalated", "Subject": "The watchamacallit is too high", "CaseId": "5003g000007WQHRAA4" }, { "Type": "Structural", "Id": "5003g000007WQHQAA4", "Created": "2020-11-23T20:50:32.000Z", "Priority": "Medium", "Status": "New", "Subject": "The doodat wasn't properly set up", "CaseId": "5003g000007WQHQAA4" } ] } ] -
Click Fetch.
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View a Table of the returned Test Response.
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(Optional) Click JSON to view the returned results as JSON.
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Click Save.
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What’s next: Configure additional options. See Flexcard Setup Reference (Managed Package).
