Vlocity/OminiStudio

How to use Email Action in omniscript.(Vlocity)

Blogs, Vlocity/OminiStudio |

In this post we will learn how to use Email Action in omniscript,and how to send email through omniscript. Email Action :-Email Action in omniscript is used to send Email .                    omniscript Email Action uses the Salesforce Email API to send an email.                  let us take an example to explain it. Example:- Here we  create an omniscript  and make it like that when we extract or edit it will send an email to the user . Step :- 1  Create an omniscript and Drag a text field ,also extract dataraptor , and an Email Action in it.                  Create a dataraptor and open it.                  Paste the Dragged Field Name in the dataraptor’s data source , it will send to the dataraptor search the record . Step:–2   Open the dataraptor and map all the fields what we want .                   Here we get data from opportunity.                ” Opportu:CreatedBy.Email” it will get the user Email ,so we send Email to the user.   Step :–  3   Map the email Field in omniscript .                      In the “To Email Address List” fill the node where the Email is coming in omniscript.                      In %% Sign we access the Email” %CreatedbyEmail%“.         Email Address where to send filled above and the Subject and Body of the Email we can fill what we want to send .         Here in Email body we use “%CreatedbyName%” it recieve the user name from dataraptor . Step :- 4   Activate the omniscript and preview it .                     It will send the Email to the user .

How to use Email Action in omniscript.(Vlocity) Read More »

How to Make Transform DataRaptor Data Conversion Yes,No to Boolean.

Blogs, Vlocity/OminiStudio |

In this blog How to use Transform DataRaptor in Data Conversion Yes, No Boolean. 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} Now we go to the Transform Tab and click on the Plus(+) icon. then go to the Output JSON Path and type Movies:Superhit.(to fetch the fields of an object, use : ). And type Movies:Superhit in the Input JSON Path. we click on Add New Key of Transform Map Value.Then in Key we give the input value (Yes) and in Value we give the Return value(True). Similarly we add more fields of the Path. Click on Preview Tab and write down in input json. {  “Movies”: [    {      “Name”: “ABC”,      “Genre”: “Action”,      “Superhit”: “No”  },  {“Name”: “ABC2”, “Genre”: “Comedy”,     “Superhit”: “Yes, {“Name”: “ABC3”, “Genre”: “Action”, “Superhit”: “Yes}]} then CLICK Execute Buttom. So, Output results according to my input Json)

How to Make Transform DataRaptor Data Conversion Yes,No to Boolean. Read More »

How to Extract Dataraptor With Input in Omniscript.

Blogs, Vlocity/OminiStudio |

–In this post we will create a omniscript and make like that ,when we enter a name in a omniscript’s field ,it will fetch the                        Account data from database . Step:-1 Create a omniscript and drag a dataraptor ,and text field in it.               Create a dataraptor .                Click on dataraptor and fill textfield name in” DataSource “that will send the entered data to the dataraptor.              “Filter value” use to rename the “data source” . Step:- 2  Open the dataraptor that we have created .                 Map the filter value in the dataraptor .                Map all the fields that we want to get.   Mapping of fields that we want to get is in the below image. Step :-3  Preview the omniscript to see the result. Here we get the data when we starts typing the name .

How to Extract Dataraptor With Input in Omniscript. Read More »

How to load parent to child record in single post DataRaptor

Blogs, DataRaptor, Vlocity/OminiStudio |

 Load :-  When we save the record in the database through DataRaptor, it is called load. In this post, we will load an account with related contacts as children in a single DataRaptor.  Step:– 1   “We create a LoadDataRaptor in the DataRaptor section.” /*! 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 post DataRaptor  Step :–2   “Select an object in the Object Section to determine where the record is being saved..                —   Click on the ‘Add Object‘ button and select ‘Contact.’                —   Click on ‘Add Link‘ and select ‘Account,’ filling in the details as shown in the image below. (To establish a relationship binding the Account with the Contact as a child)”. Link Object Step :–  3   “Here, we map all the fields that we want to load into the database.” field mapping /* Json for input field mapping , if we put this json in preview tab it will map the fieldsto save .*/ { “Name”: “Demo”, “Phone”: “12121”, “Contacts”: { “FirstName”: “Test”, “LastName”: ” Child”, “Phone”: “398432” } }    Step  :–4   “Copy and paste the above JSON into the Preview Section. Click on the Preview tab, then click on ‘Execute.’ You will obtain the ‘Account’ and ‘Contact’ IDs. Check to ensure it works.” on preview tab Salesforce Guide – https://help.salesforce.com/s/articleView?id=sf.os_dataraptor_load_examples.htm&type=5

How to load parent to child record in single post DataRaptor Read More »

How to Remove Data/Card in Flexcard.

Blogs, Vlocity/OminiStudio |

 Remove Action – Remove action in FlexCard is use to remove card on FlexCard page .     Example – Here we will create a Flexcard and select a datatype and make it removal or deleteable .Here we learn about how to Remove Data or card in flexcard.   Step :-1  Create a Flexcard and get data from Soql Query Data source.                  Select all queried data on canvas to make it visible on the screen.                  Take an Action on canvas to perform action.                  Select Action type as”Card” .                  Select Type as “Remove” to remove the card. After selecting/ performing all these as above instruction.   Step :-2   Preview the FlexCard .   When you click on the button it will remove the card .

How to Remove Data/Card in Flexcard. Read More »

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.

How To Use Lookup Input in OmniScript . Read More »

Scroll to Top