How To Lunch Flyout In Flexcard With Button In OmniStudio Salseforce.

In this post we will first create a FlexCard and then transfer its data to another FlexCard using a buttion.

Setp-1 First we create a child Flexcard with proper Name & Description.

Creat a Flexcard
Creat a Flexcard & Save

Step-2 Go to the Setup tab, select ‘Data Source’ as the data source type, write a SOQL query, and then save and fetch the data.


Data Source
Data Source & write SOQL Query

As soon as we click on Save and Fetch buttons, the records start getting displayed.

Then we click on the Build Options area and drag and drop the selected fields to the canvas, which displays all the records.


All Records Show in Dispaly
All Records Show in Dispaly

Then we create a parent flexchar and create an action button in it.

Parent Flexcard

We create a Flex card with proper Name & Description. And  Drag & Drop  a Action Button.

And we are going to action and select action type = flyout,
flyout type=Child Card,
flyout = Child Card Name,

Open flyout type=Modal,
Channel Name=Close_modal

File Action & Attributes Then we activate the flex card.


Fill Action & Attributes
Fill Action & Attributes

Note :-When selecting a Flyout make sure that the componentis Activated and Child Card is enabled (If it is a Flexcard). If the component is not activated or the Child card is not enabled, then the flyout will not display that component in the dropdown list.


Click Button
Click Button

Once the user clicks on the “More Details” button, it will launch the flyout modal and display the fields.


Show All Details
Show All Details
I hope that you have understood this process, and through this process, you can use the flyout.
https://help.salesforce.com/s/articleView?id=sf.os_launch_a_flyout_from_an_action_on_a_flexcard_27319.htm&type=5
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