Blogs

How To Use Lookup Input in OmniScript .

Blogs, Vlocity/OminiStudio |

Create an OmniScript and use lookup input. /*! elementor – v3.18.0 – 20-12-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Create New OmniScript First we are Drag & Drop Text Field And Lookup Input In Canvas     Here we will do dynamic Query Without Extract DataRpator using Lookup Inputs. Lookup Query Configuration Here we first select the data source sObject type in Lookup. Here we can bring the data from the database without extracting it  throught the Lookup Input.   Populate Lookup Element with Query Result: Here, we specify what we want to store in the variable using a colon, which is then used in the following path. Let’s preview and check the JSON. Show data in omniscript I hope you understand the use of Lookup Input In OmniScript. Note : The ‘Name’ field is mandatory (required) for the Account, so we must populate it with a value of the ‘Name’ type.

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How To Use SOQL Parent to Child In DataRaptor

Blogs, DataRaptor, Vlocity/OminiStudio |

How To Use SOQL Parent to Child In DataRaptor Here we see How To SOQL Parent to Child In DataRaptor. — :  “In this post, we will create an Extract DataRaptor to retrieve account and related contact data”. Step :–  1  “We are creating a new Extract DataRaptor.” /*! elementor – v3.18.0 – 20-12-2023 */.elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Create a new DataRaptor Step :– 2 On Extract create mapping as show on below image. Select Object Step :– 3  “Map the output fields as shown in the image below.” In OUTPUT Step :– 4   “In the Preview Tab, click on ‘Execute’.” on preview tabSalesforce Guide =https://help.salesforce.com/s/articleView?id=sf.os_dataraptor_extract_overview.htm&type=5

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How to Make KeyValue To Array in Transform DR.

Blogs, Vlocity/OminiStudio |

First let’s create a DataRaptor Transform. /*! elementor – v3.17.0 – 01-11-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Now we go to the Transform Tab and click on the Plus(+) icon. then go to the Output JSON Path and type type Fields|1 . And type Contact:first_name in the Input JSON Path.(to fetch the fields of an object, use : ). Similarly we add more fields of the User(Fields|2) Click on Preview Tab and write down in input json. {  “Contact”: {    “firstName”: “Sumo”,    “lastName”: “Jensen”  }}then CLICK Execute Buttom. So Output results SHOW.(according my input json)

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How to AutoPopulate fields in Omniscript

Blogs, Vlocity/OminiStudio |

In this blog we create set value and populate the value in the field of omniscript when ever we select an option. Create a Omniscript and drag SetValues.  Click on the setvalues.  Create two values in setvalues, see below image . Drag Select Properties on the canvas. Click Add New Option in select input to make a picklist type value. Fill Value and Label field like below Image. Select two text block poperties to show the result when we click on button / option. Click Text and fill values in %% sign  like below image so we can get the action . Click Preview and Select an Option we will see the value what we pass in setvalues .

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How To Use Messaging Input In OmniScript

Blogs, Omniscript(OS), Vlocity/OminiStudio |

Create an Omniscript. Messaging elements can be used to display success, warnings, comments, or requirements based on the validation expression. /*! elementor – v3.18.0 – 20-12-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Create A Omniscripts First I am Drag & Drop Text Field in Canvas and Messaging Function. Expression=If Name<> NULL than Show the message “Thanks” . And expression == NULL So display Show “Please Fill The Tab”. Messaging Add to Omniscript Same thing on message display Whichever Condition is given in validate expressions. When the validate  expression is true then it follow true expression and if it is false then it follow false. This validate expression is displayed only when the active checkbox is checked. Note- If requirement is selected in validate expression then navigation is not possible without validating. Lets Preview it See the JSON See The JSON Expression Is True & False To display the message, select the type of message to be displayed when the validation expression returns true or false and add the message to be displayed. I hope you understand the use of messaging function.

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How to use Transform DataRaptor in Array to KeyValue.

Blogs, Vlocity/OminiStudio |

First let’s create a DataRaptor Transform. /*! elementor – v3.17.0 – 01-11-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Now we go to the Transform Tab and click on the Plus (+) icon. then go to the Output JSON Path and type Contact:firstName . (To fetch the fields of an object, use:). And type first_name in the Input JSON Path. Similarly, we add more fields of the User(last_name) Now we can the formula by going to the Formula Tab. type Fields|1 in the formula and type first_name in the output result path. In this way we create another formula. Click on Preview Tab and write down in input json. {“Fields”: [    “Sumo”, “Jensen”]} then CLICK Execute Bottom. So, Output results show according to my input Json)

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How To Make Formula in OmniScript

Blogs, Omniscript(OS), Vlocity/OminiStudio |

  — :  “In this post, we create a Date Formatter to showcase the date format. In the Formula field, establish a logic for the date format.” Step :– 1  “We are creating an Omniscript with three text fields (for DD/MM/YYYY) and one formula field (to calculate the format).” /*! elementor – v3.18.0 – 20-12-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} text field for input and formula field for calculate // in formula field IF(%Text1%>10,%Text1%,0+%Text1%),IF(%Text2%>10,%Text2%,0+%Text2%),IF(%Text3%>10,20+%Text3%,200+%Text3%)  Step :– 2   On preview tab we pass date  We find date format  Salesforce Guide- https://help.salesforce.com/s/articleView?id=sf.os_create_a_formula_or_aggregate_in_an_omniscript.htm&type=5

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How to use TypeAhead With Json Data In Omniscript.

Blogs, Vlocity/OminiStudio |

In this post we will learn how to use TypeAhead With Json Data in the omniscript. Example:- Here we create an omniscript and when user type any Account name it starts giving suggestion. Step:-1  Create an omniscript and Drag a TypeAhead ,text field ,Extract dataRaptor in it.and Name every component. Create a dataraptor to extract data from the database.

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How to use Tansform DataRaptor

Blogs, Vlocity/OminiStudio |

How to use Tansform DataRaptor in One Object to Multiple SObject Information. /*! elementor – v3.18.0 – 20-12-2023 */.elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Now we go to the Transform Tab and click on the Plus(+) icon. then go to the Output JSON Path and type User:FirstName .(to fetch the fields of an object, use : ). And type FirstName in the Input JSON Path. Similarly we add more fields of the User (LastName,Email,Username). Salesforce guide == https://help.salesforce.com/s/articleView?id=sf.os_dataraptor_transform_action.htm&type=5 Now we Transform Parent to Child record.so now we type Account:Contact:FirstName in the Output JSON Path and type FirstName in the Input JSON Path. Similarly, we add more fields of the Contact records (LastName, Email, State, Street). Now we take the Account records so type the Account:Name in the Output JSON Path and type Name in the Input JSON Path. Similarly we add more fields of the Account(website, state, street). Click on Preview Tab and write down in input json  {  “FirstName”: “My”,  “LastName”: “Maurya0”,  “Email”: “Maurya0@gmail.com”,  “Street”: “Mau”,  “State”: “UP”,  “Name”: “ABC”,  “Website”: “www.abc.com”,  “Username”: “maurya@.com”}then CLICK Execute Buttom.So Output results SHOW.(according my input json) I hope you understand how to transform dataraptor in Omniscript for Salesforce.

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