Vlocity Actions (Managed Package)

For the managed package runtime, Vlocity Actions are automatically generated URLS that launch Vlocity Omniscripts, Vlocity Cards components, web pages, or external applications. Actions are typically specific to a given object type, such as Account, Contact, Policy, or Asset.

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

The Vlocity Action API returns the actions associated with an object — see Action API. The icons, links, and display text enable users to invoke the action from the object context. See Using Actions with Cards.

To configure Vlocity Actions, see Configure a Vlocity Action (Managed Package).

• Configure a Vlocity Action (Managed Package)
  For the managed package runtime, configure a Vlocity Action to launch Vlocity Omniscripts, Vlocity Cards components, web pages, or external applications. Actions are typically specific to a given object type, such as Account, Contact, Policy, or Asset.
• Update Filter Logic for Vlocity Actions (Managed Package)
  For the managed package runtime, Vlocity Action filters and the Applicable Type setting determine which action appears for an instance of an object. You can use AND or OR conditions with the attributes in the Applicable Type setting. For example, Applicable Type=Policy__c, Filter=PolicyType__c='Auto' AND Status__c='Active', means this action appears only on the Action toolbar for the Policies with policy type ='Auto' and status is 'active'.
• Update Profile Settings for Contract Actions (Managed Package)
  For the managed package runtime, Vlocity Actions control the actions and operations that are allowed in each state on a particular Contract Document record. Vlocity Actions also control which users can perform actions and operations.
• Update the Link Type for an Action (Managed Package)
  For the managed package runtime, use the Vlocity Action link type to filter Omniscript Actions.
• Target URL and URL Parameters (Managed Package)
  For the managed package runtime, to launch Vlocity Omniscripts, Vlocity Cards components, web pages, or external applications from a Vlocity Action, enter an Apex page, or a URL with parameters as the Target URL.
• Display Vlocity Actions with the Vlocity Action Toolbar (Managed Package)
  For the managed package runtime, open Cards, Omniscripts, Experience Cloud site pages, web pages, documents, and external applications on a Lightning or Experience Cloud site record page.