Blogs

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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How to use Look up Field in DataRaptor Load.

Blogs, DataRaptor, Vlocity/OminiStudio |

In this blog we use to Lookup field in DataRaptor Load. First let’s create a DataRaptor Load. /*! element or – v3.17.0 – 01-11-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}. element or-widget-image a img[src$=”.svg”] {width:48px}. element or-widget-image img{vertical-align:middle;display:inline-block} You can select any one of these objects. We have selected the Account Object. Now we select two fields. 1. Name- First we go to the Domain Object Fields and select the Name Fields, then go to  the Input JSON Path and type the name. 2. Website- Now we go to the Domain Object fields and select the Website, then go to the Input JSON Path and type the username. Now here we locate the email of our user id in the website. Now we tick isLookup option of the website field and then select the user from the Lookup object and select the username from the Lookup field and then select the Email from the Lookup Requested Field. (You can select your fields as per your requirement) Now we type the inputs json the name of my account and the username of the user whose email we want to capture. { “name”: “Lookup Account 1″,”username”: “abc@maurya.com”} Then click on execute. Output Result.(my account) “Account: 0015j00001VTSy7AAH” NEXT

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How to use Extract DataRaptor In Multipal Objects In OmniStudio

Blogs, Vlocity/OminiStudio |

Going to OmniStudio & select DataReptor . /*! 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 Fill Detail & Saave In the extraction process, we essentially include extraction steps where we specify to the data raptor which objects and fields we need to retrieve. Select multipal object & gat data Select the object and specify the data do you want to use as a filter for this object to filter. Click on the output tab and map the required data through the respective fields. Note-While doing Sobject mapping it is necessary to map the required fields. Map field and show data in display Go to preview tab and Execute . Records are visible here Salesforce guide == https://www.apexhours.com/query-multiple-objects-with-omnistudio-dataraptors/ Hope this helps you cover scenarios where you need to query multiple objects in Salesforce using a DataRaptor Extract.”

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How To Use Text Block In OmniScript

Blogs, Omniscript(OS), Vlocity/OminiStudio |

–:  “In this post, we will create a text block to merge input fields.” Step :– 1 First ,we create a new Omniscript /*! 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} first we creating a new omniscript Step :– 2 “Here, we are adding two text fields (First Name and Last Name). We merge them in a Text Block (Full Name = First Name + Last Name) using the %% syntax, as shown in the image below.” In text block Step :– 3  In Preview Tab  in preview tab

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How To Use Set Error In OmniScript

Blogs, Omniscript(OS), Vlocity/OminiStudio |

–: In this post we create a Set Error for if we fill wrong data than its throw error .   Step :– 1   Create new omniscript. first is text field for name input and second is option. work = if we not fill Full Name && type both at a time it will throw Error.  /*! 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} In omniscript for input field form review tab Step :– 2  Drag a set error and add element error map. Element Error Map add conditional view in set error  if type = car && fullname = null Conditional View In set error Step :– 3  On Preview Tab – if Full Name  =  Null, Type = Car its throw error after click next Button.  On the Preview Tab Step :–4  After give correct data from Preview tab it navigate on next step Preview Tab Give Correct Data Salesforce Guide – https://help.salesforce.com/s/articleView?id=sf.os_set_errors_in_an_omniscript_19684.htm&type=5 /*! elementor-pro – v3.18.0 – 20-12-2023 */ .elementor-slides .swiper-slide-bg{background-size:cover;background-position:50%;background-repeat:no-repeat;min-width:100%;min-height:100%}.elementor-slides .swiper-slide-inner{background-repeat:no-repeat;background-position:50%;position:absolute;top:0;left:0;bottom:0;right:0;padding:50px;margin:auto}.elementor-slides .swiper-slide-inner,.elementor-slides .swiper-slide-inner:hover{color:#fff;display:flex}.elementor-slides .swiper-slide-inner .elementor-background-overlay{position:absolute;z-index:0;top:0;bottom:0;left:0;right:0}.elementor-slides .swiper-slide-inner .elementor-slide-content{position:relative;z-index:1;width:100%}.elementor-slides .swiper-slide-inner .elementor-slide-heading{font-size:35px;font-weight:700;line-height:1}.elementor-slides .swiper-slide-inner .elementor-slide-description{font-size:17px;line-height:1.4}.elementor-slides .swiper-slide-inner .elementor-slide-description:not(:last-child),.elementor-slides .swiper-slide-inner .elementor-slide-heading:not(:last-child){margin-bottom:30px}.elementor-slides .swiper-slide-inner .elementor-slide-button{border:2px solid #fff;color:#fff;background:transparent;display:inline-block}.elementor-slides .swiper-slide-inner .elementor-slide-button,.elementor-slides .swiper-slide-inner .elementor-slide-button:hover{background:transparent;color:inherit;text-decoration:none}.elementor–v-position-top .swiper-slide-inner{align-items:flex-start}.elementor–v-position-bottom .swiper-slide-inner{align-items:flex-end}.elementor–v-position-middle .swiper-slide-inner{align-items:center}.elementor–h-position-left .swiper-slide-inner{justify-content:flex-start}.elementor–h-position-right .swiper-slide-inner{justify-content:flex-end}.elementor–h-position-center .swiper-slide-inner{justify-content:center}body.rtl .elementor-widget-slides .elementor-swiper-button-next{left:10px;right:auto}body.rtl .elementor-widget-slides .elementor-swiper-button-prev{right:10px;left:auto}.elementor-slides-wrapper div:not(.swiper-slide)>.swiper-slide-inner{display:none}@media (max-width:767px){.elementor-slides .swiper-slide-inner{padding:30px}.elementor-slides .swiper-slide-inner .elementor-slide-heading{font-size:23px;line-height:1;margin-bottom:15px}.elementor-slides .swiper-slide-inner .elementor-slide-description{font-size:13px;line-height:1.4;margin-bottom:15px}} Thank You here we create vlocity solution for vlocity Developers in salesforce Click Here for more blogs9to9cloudswelcome in our website 9to9clouds.com Contact us Previous slide Next slide

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How To Use Turbo Extract In Omnistudio

Blogs, Vlocity/OminiStudio |

Go to Omnistudio & select DataReptor. /*! 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} Select Omnistudio DataRaptor & Click New Button Using Turbo Extract we query the database and display the result Note-Turbo Extract always extracts records from a single object. Select The Object Get The Data Click on the Object dropdown and select the object. Enter the Extract Path as ‘Contacts’. You can also enter any other Extract Output Path based on your requirements. Once you have selected all the fields you need, click on the right-pointing arrow to add them to the selected List box on the right and execute. Execute & Display Records Salesforce guide == https://apisero.com/omnistudio-dataraptors-turbo-extract/ You should be able to see all the Contact Observe the SOQL query that got executed as a result of our Dataraptor Turbo Extract, to the right section under Debug Log. Hope this would help you configure Dataraptor Turbo Extracts quickly for scenarios where you need to Query a single object.

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How To Use Post DataRaptor in OmniScript

Blogs, Omniscript(OS), Vlocity/OminiStudio |

–: “In this post, we will create a record from an Omniscript with the help of a Post DataRaptor”. Step :– 1 First, we create Omniscript /*! 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} we are creating a new OmniScript After click on save. Step :– 2 Drag a Text input  from build in step   text input for inter name  Step :– 2  “We drag a DataRaptorPostAction into the step (if it’s in a step, it works like a button). Afterward, we create a Post DataRaptor.” DataRaptorPost for load record from Omniscript in  OmniScript Call DataRaptor in omniscript Step :– 3 Filed mapping in DataRaptor PostDataRaptor_in_-OmniScript field mapping Step :– 4  On Preview Tab  On Preview Tab After that click on Save button  Result Salesforce Guide –https://help.salesforce.com/s/articleView?id=sf.os_post_salesforce_data_from_omniscripts_23163.htm&type=5

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