Open a Flexcard in a Canvas Instead of the Record Page Detail

Omnistudio provides an intuitive canvas to easily set up Flexcards. If canvas view isn't available when you open a Flexcard, update the default Lightning record page for the Omni UI Card object. For example, the default record page is sometimes different after you migrate from the custom object data model to the standard object data model.

1. From the object management settings for Omni UI Card, go to Lightning Record Pages.
2. Make sure that Vlocity Card Designer is activated and set as default for the org and the Omnistudio app.

   See Activate Lightning Experience Record Pages.

3. If Vlocity Card Designer isn’t listed, create a Lightning Record page with these values:

   • Label: Vlocity Card Designer

   • Object: Omni UI Card

   • Page Template: Header and Collapsible Right Sidebar

4. Drag these components to the canvas:

   • cardDesignerHeader: Upper section

   • cardPreview: Left section

   • rightSidebar: Right section

   • cardDesignerCommon: Right section below the rightSidebar

5. Save your changes.
6. Activate the record page and set it up as the org and Omnistudio app defaults.