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Configure the Vlocity Action Toolbar (Managed Package)

For the managed package runtime, configure the optional properties that control the toolbar layout and the available actions.

Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

Important
Important The Vlocity Action Toolbar is no longer updated or enhanced. If you use Vlocity Actions and have Managed Package Runtime enabled, display Vlocity Actions in a Flexcard instead. You can configure up to 70 Vlocity Actions for a Flexcard.

Property

Description

Record Id

To enable the toolbar to automatically use the ID of the record page it's on, leave the Record Id property empty. To display actions associated with a specific record ID, enter the record ID.

Style

Select a horizontal or vertical layout. The default is horizontal.

Object Type

Select the objects whose actions have specific Applicable Types. Applicable Types determine the objects from which you want the action to launch. See Vlocity Actions (Managed Package). For example, enter Account,Policy_c to display Vlocity Actions that can only launch from an account or policy record page. The default is Home.

Display On

To limit to Vlocity Actions that only display on specific platforms. Select from one of these options.

  • All: For actions that display on both web client and mobile.
  • Web Client: Default. Actions display only on the Salesforce web client.
  • Mobile: For actions that display online on the mobile app.

Link Type

To specify where the action is launched from, enter a comma-separated list without spaces. For example, to display actions that launch Omniscripts and specific URLs, enter Other,Omniscript.

  • CommunityURL: Launches an Experience Cloud site page.
  • Omniscript: Launches an Omniscript.
  • Other: Launches a specific URL.
  • ConsoleCards: Launches a Salesforce Classic card.
  • LEXConsoleCards: Launches a Lightning Experience Console card in a subtab.
  • Document: Launches a Contracts Document.
  • Layout: Launches a Card Layout page.

Community Page

If Link Type is CommunityURL, enter the name of the Experience Cloud site page you created to display Omniscripts.