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Displaying Conditional Actions on a Card (Managed Package)
For the managed package runtime, you can use conditions to show or hide actions on a card based on the card data. For example, you can have a card display one set of actions for a Policy card when the Status is New, and a different set when the Status is not New. To do this, clone a state on the card, modify the actions, and use conditions to determine when to display each state.
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
- In Vlocity Cards, create a card layout and add a card to it.
- On your card, create a state with actions.
- Clone the state. Click the Clone Template icon in the top right corner of the state:
- Remove or add actions from the cloned state as necessary.
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On the clone, click + Add Condition at the bottom, and create your condition.
For example:
"Policy Status = New"or"DaysUntilExpiration__c < 31". -
On the original state, click + Add Condition at the bottom, and add the opposite condition.
For example:
"Policy Status != New"or"DaysUntilExpiration__c >= 31".
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