Vlocity/OminiStudio

How To Embed OmniScript in Another OmniScript.

Blogs, Vlocity/OminiStudio |

In this post we see how to Embed omniscript in another omniscript let us expler this feature in omniscript. Reusable omniscript  :-  When an omniscript is Callable from another omniscript to use all the feature of the specific omniscript.                                               . In this blog we will Create an omniscript and make it Reusable call it from another Parent omniscript and use it. Setp :- 1  Create an omniscript and Check the Reusable checkbox From Setup Section ,to make it Reusable and callable from another omniscript. Take a text or any field to identify that omniscript. Activate the reusable omniscript to call it. Step  :– 2   Create another omniscript or Parent omniscript where we call the Reusable omniscript. Step  :– 3  Go to the Build Section and Move Down to open the omniscript and  check the  Name of the reusable omniscript and Drag it . Activate it and Preview it it will show the reusable omniscript . All the data will come to the Parent omniscript. Step:-4  Drag and drop the child omniscript on canvas that we have created previously to show the data of child / reusable omniscript. When preview the parent omniscript we see “this is Reusable/Child Omniscript“means this is the value of Reusable omniscript so child came to the Parent OS

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How To Use SetValues In Integration Procedure

Blogs, Integeration Procedure (IP), Vlocity/OminiStudio |

:–   Here we create a setvalues  an Integration Procedure. In setvalues we merge to Element Value  in the other setvalues  . Procedure for Integration with SetValues: Step 1: Create an Integration Procedure. Begin by creating an Integration Procedure to handle the data integration process. Step 2: Add SetValues to the Structure Panel. Drag and drop the SetValues component into the Structure Panel of your Integration Procedure. Step 3: Configure Element Value Mapping. In the Element Value Map section, click on “Add New Value” to define the mapping of values between different elements. Step 4: Perform Operations in SetValues. Within the SetValues component, you have various options: Merge Fields: Combine values from different fields. Calculations Using Formulas: Perform calculations on specified fields. Concatenate Two Merge Fields: Combine two fields into a single value. Retrieving an Array Value: Access values from an array or list. /*! 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 SetValues Step 5: Configure Second SetValues for Concatenation. For the second SetValues operation, focus on concatenating two merged fields. In SetValues 2   Step 6: Add Response Action to Display Data in Preview Tab. To showcase the data in the Preview Tab, drag the Response Action component into the Structure Panel. like show on  below figure. In Response Action Step 7: Execute and View Results in the Preview Tab. After configuring the Response Action and completing the necessary setup, click on the “Execute” button. Navigate to the Preview Tab to view the results of the integration process. On preview tab Salesforce Guide = https://help.salesforce.com/s/articleView?id=sf.os_set_values_for_integration_procedures.htm&type=5

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How To Enable Flex Card in OmniStudio(Vlocity) Salesforce

Blogs, DataRaptor, FlexCard, Integeration Procedure (IP), Omniscript(OS), Vlocity/OminiStudio |

“We will explain in this blog how to enable Flex Cards. Step1: Open OmniStudio in App Manager Step2: As you unfold the Flex Card, a thoughtful message emerges, gently reminding you that the creation of this card awaits resolution of the associated warning. To fix this warning, go to the warning tab and find two links. Click on each link, and it will take you to Remote Site Settings. Before that, go to setup. You need to set up the remote site before making a flex card; otherwise, there might be an error when creating the flex card. I hope you understand how to Enable Flex Card in Salesforce.

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How To Use ListAction In Integration Procedures

Blogs, Integeration Procedure (IP), Vlocity/OminiStudio |

— :  In this post we create  two array/list and merge both. (ListWithName and ListWithAge)   Step :– 1     First we create an Integration Procedure and drag a List Action on canvas .                        Here we merge two list in one  //This data is we pass in preview tab in json data { “ListWithName”: [ { “Name”: “Supre Man”, “id”: “1”, “External_Id”: “11” }, { “Name”: “Bad Man”, “id”: “2”, “External_Id”: “12” }”13″ } ], “ListWithAge”: [ { “Age”: “20”, “id”: “1”, “External_Id”: “11” }, { “Age”: “32”, “id”: “2”, “External_Id”: “12” } ]} /*! 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 List Action Step :– 2 Drag Response Action and pass the list name within %% sign, in Additional Output. In Response Action On the preview tab.  Step :– 3  In MERGE FIELDS =  Here we provide the field which we want to merge. In List Action On the preview tab  On preview tab                      Has Primary = true (list name we want to pass as Primary list) Step :– 3  If Advanced Merge=  true (match the both field with both array) Advanced Merge = true Well Done!!! We got the result in preview tab  On preview tab Salesforce Gide = https://help.salesforce.com/s/articleView?id=sf.os_list_merge_action_for_integration_procedures.htm&type=5

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How To Use DataRaptorPost In Integration Procedures

Blogs, Integeration Procedure (IP), Vlocity/OminiStudio |

  — :  In this post we will create a Account Record  with help of DataRaptorPostAction From Integration Procedures Step 1: Create an Integration Procedure. Begin by creating a new Integration Procedure to handle the data integration process. Step 2: Add DataRaptorPostAction to the Structure. Drag and drop the DataRaptorPostAction component into the Structure Panel of your Integration Procedure. Step 3: Configure DataRaptor Interface. In the DataRaptor Interface section of the DataRaptorPostAction, specify the name of the data load (post). Follow the instructions provided in the image below for guidance. /*! 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} Post Data Raptor Step 4: Configure Additional Input/Output/Failure Response in DataRaptorPostAction. In the DataRaptorPostAction configuration, navigate to the “ADDITIONAL INPUT/OUTPUT/FAILURE RESPONSE” section. Set “Send Only Additional Input” to true if you want to send only additional input data. Field mapping for send data in post data raptor Step 5: Field Mapping in DataRaptor for Load (Post). Navigate to the DataRaptor interface for the load (post) you created. Within the DataRaptor interface, look for a section related to “Field Mapping” or a similar term. Map the fields from the source to the destination as needed for your data integration. This involves associating the fields in your data source with the corresponding fields in the target system. Field mapping in DataRaptor Load Step 6: Add ResponseAction to Display Data in the Preview Tab. Drag and drop the ResponseAction component into the Structure Panel of your Integration Procedure. Configure the ResponseAction to include the node of the post DataRaptor data in %% signs to send all data in the response. In Response Acton Step 7: Input Parameters and Execution on the Preview Tab. On the Preview Tab, locate the section for providing input parameters. Example Input Parameters in JSON: json { “FirstName”: “Demo”, “PhoneNumber”: “444444”, “Rating”: “Hot”, “AccountNumber”: “11222” }     Enter the necessary input parameters in JSON format. Adjust the keys and values based on your specific data. Step 8: Execute the Integration. After entering the input parameters, click on the “Execute” button to trigger the integration process. On Preview Tab Result

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How To Use Editblock In Omniscript Vlocity.

Blogs, Vlocity/OminiStudio |

Edit Block  :– Edit Blocks enable a user to add and edit multiple entries in a single array. For example, you can use an Edit Block to list and edit an Account’s list of Contacts. Edit Blocks are repeatable blocks by default. Prefilling repeatable blocks with data is possible using an array format.In this post we learn about how to use Editblock in omniscript Vlocity let us starts with explaination. Step :–1 1. Create an OmniScript. 2. In order for users to be able to edit the record on the screen, user must be able to view the records first. Hence, we need to      fetch the record into the OmniScript using Extract Action. 3. After extracting the data, map the data with Edit Block and include as many text elements (inside the Edit Block) as the                 number of editable fields , you want to display. 4.  Include a Remote Action inside the Edit Block and configure it correctly. This will ensure that the records are updated                   without any Load Action.  Step :–2 1. Edit Block Name should be the same as Extract JSON Path of DataRaptor Extract used in the Extract Action. This is how we        primarily bind the  data to the Edit Block. 2. In order to show off the editable fields inside Edit Block, bind the output JSON fields with text elements by keeping the                  exact same names of both. 3. Configure SObject Mapping and SObject Field Mappings appropriately as  show in the Demo. 4. Configure all the elements you want to show inside edit block by marking  them in ‘Elements Inside Edit Block’ as shown in          the Demo. 5. Check Allow Edit on Edit Block Properties to allow record editing on  the screen. 6. Edit Label in Edit Block Properties and Name of the Remote Action should be the same. 7. Remote Class should be “DefaultOmniScriptEditBlock” and remote method should be “edit” in the Remote Action                             Properties. 8. Edit Block Element “Id” should be mapped with SObject Field “Id” and must be set as Duplicate Key. This should also be hidden from the UI. — after following all the steps we  will make it editable.

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How To Use Delete Action In Integration Procedures

Blogs, Integeration Procedure (IP), Vlocity/OminiStudio |

— :  In this post we Delete Account Record from Database with Delete Action and Integration Procedures.  Step :– 1 First we create Integration Procedures for delete record.                     Drag a Delete Action on canvas and follow below image. /*! 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} Delete Action an Integration Procedures Step :–2  Drag an Response Action on canvas to see the response in preview tab. Response Action Step :–3 On preview tab pass data in key & values and Execute it. Result On Preview Tab Salesforce Guide –https://help.salesforce.com/s/articleView?id=sf.os_delete_action_51927.htm&type=5

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How to create a new org in OmniStudio Vlocity

Blogs, Vlocity/OminiStudio |

You can sign up for your own developer org enabled with OmniStudio by clicking here. After clicking, you will be directed to the page where you can fill in all the details and sign up. /*! 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} Fill all details and signup After signing up, a message will be sent to your email. Fill in the details, verify the message, and create your password. Note- Please wait after 20 minutes for email verification. Salesforce guide == https://help.salesforce.com/s/articleView?id=ind.v_health_t_install_and_configure_omnistudio_475954.htm&language=en_US&type=5 Click verify Account and create Password Password = Use Alphabet & Number And special character. Example=Abhi@123 I hope you understand how to create a new org in Omniscript for Salesforce.

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How to use Exposed Attributes in FlexCard

Blogs, FlexCard, Vlocity/OminiStudio |

— :  “In this post, we will create Exposed Attributes in FlexCard to display data in text fields. Step :– 1 First, create a FlexCard. In the FlexCard setup, navigate to Setup > Exposed Attributes > Add New.          After clicking on ‘Add New,’ the screen will be displayed as shown in the image below.” /*! 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 Setup Exposed Attributes In   — Attributes: Enter the name of the attribute. Type: Select the desired attribute type: String, Integer, or Boolean. Targets: Specify where the FlexCard attribute should be exposed. Label: Enter the label text that will be displayed in the Lightning App Builder when you add the FlexCard. Default Value: Optionally, enter default values for the attribute. To access the Exposed Attributes in the FlexCard, use the syntax: {Session.AttributeName} wherever merge fields are supported in the FlexCard.” Exposed Attributes Step :–2  “Drag a Text component from Build > Display > Text in the Properties.”  In Text Field Paas {Session.AttributeName} Salesforce Guide – https://help.salesforce.com/s/articleView?id=sf.os_create_a_public_property_for_a_flexcard_lwc_in_the_flexcard_designer_41483.htm&type=5

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How to Make Transform DataRaptor in ListofObject to ListofItems.

Blogs, Vlocity/OminiStudio |

Step :– 1 First let’s create a DataRaptor Transform. /*! 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} Step :– 2  Now we go to the Transform Tab and click on the Plus(+) icon.                  then go to the Output JSON Path and type MoviesNames And type MovieNames in the Input JSON                     Path Step :– 3  Now we can formula by going to the Formula Tab. type Movies:Name in the formula and type MovieNames in the output result  path. Step :– 4  Click on Preview Tab and write down in input json. {     “Movies”: [         {             “Name”: “ABC”,             “Genre”: “Action”         },         {             “Name”: “ABC2”,             “Genre”: “Comedy”         },         {             “Name”: “ABC3”,             “Genre”: “Action”         }     ] } Click Execute Button: Review Output Results: After clicking the “Execute” button, review the output results. Verify that the displayed results align with your expectations and correspond to the input JSON data you provided.

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