Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Update an Omniscript from a Flexcard (Managed Package)

            You are here:

            1. Salesforce Help
            2. Docs
            3. Omnistudio for Managed Packages

            Update an Omniscript from a Flexcard (Managed Package)

            For the managed package runtime, create an action that updates an Omniscript's data JSON from the Flexcard embedded in the Omniscript. You can embed a Flexcard inside an Omniscript as a Custom LWC.

            Before you begin, create an Omniscript. See

            Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

            Create an LWC Omniscript (Managed Package) and Create an LWC Omniscript in the LWC Omniscript Designer (Managed Package).

            Example: Suspend Mobile Device Plan

            Let's say you want to build a Flexcard that enables a customer to start the process to suspend their mobile device plan.

            Create the Flexcard that displays the customer's available devices. Add a Toggle element that lets them select a device. Configure an Update Omniscript action on the Toggle element to pass the value of the action (true or false) to the Omniscript.

            Then, build the Omniscript that walks a customer through the process of selecting the device and suspension date range, before submitting the request.

            1. From the Flexcard Designer, drag an Action element into a state.
            2. Select Update Omniscript from the Action Type dropdown.
            3. (Optional) To point to a specific data node in the Omniscript JSON, click into the Parent Node field and a node from the list of merge fields or enter the data node manually.

              For example, from the example above enter data to point to the parent node listing all records.

            4. To pass the data to update, click + Add New next to Input Parameters.

              1. In the Key field, enter the name of the field to update. For example, in the above example, enter records.

              2. In the Value field, enter the new value from the Flexcard's data source. For example, in the above example, enter the {records} context variable to pass all Asset records.

            5. (Optional) To configure other options common among all action properties,
            6. Style your action element, click Style to open the Style panel.
            7. Enable Omniscript Support:

              1. Click Setup to open the Setup panel.

              2. Select Omniscript Support.

            What’s next: Embed the Flexcard inside an LWC Omniscript. See Embed Flexcards in an Omniscript.

             
            Loading
            Salesforce Help | Article