Add a Vlocity Action to a Flexcard (Managed Package)

For the managed package runtime, add a reusable action to a Flexcard with a Vlocity Action element. Vlocity Actions launch Omniscripts, components, web pages, or external applications.

1. From the Flexcard Designer, drag an Action element into a state.
2. (Optional) From the Properties panel, update the element name in the Element Name field.
3. Select Vlocity Action from the Action Type dropdown.
4. To select the sObject to perform the action on, click into the Object field.
5. To select an Action Name from the data source as a merge field, click to enable Fetch Action Name From Datasource.
6. To select the Vlocity Action, click into the Vlocity Action Name field. Before Spring '22, click into the Action Name field.

   If Fetch Action Name From Datasource isn’t selected, select from a list of Vlocity Actions associated with the sObject.

7. (Optional) Click into the ContextId field to select a context Id, such as AccountId. Before Spring '22 click into the Context ID field.
8. (Optional) To pass contextual data as a key/value pair, click + Add New next to Input Parameters, and perform the following tasks:

   1. Enter a variable name in the Key field.

   2. Enter the variable value in the Value field.

9. (Optional) To configure other options common among all action properties, see Flexcards Action Properties (Managed Package).