For the managed package runtime, construct text-based search queries against the search index with Salesforce Object Search Language (SOSL).
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
You can search text, email, and phone fields for multiple objects to which you have access, including custom objects, in a single query. See the SOSL and SOQL Reference in the Salesforce help. The SOSL queries are encrypted so that Cards do not display query information on the client-side.
To create a SOSL query for a card:
- On the Vlocity Cards tab, click New to configure a data source for a new cards component, or select an existing component to configure its data source.
- In the Cards Designer, in the Layout or Cards pane, from the Data Source picklist, select SOSL Search.
-
Select or enter values for the following:
Field
Select or Enter
Search For
Enter the search term in the object field. Must be more than one character.
In
Select the fields to search:
-
All fields (Name, Email, Phone) -
Name Fields
-
Email Fields
-
Phone Fields
Returning sObject & fields
Select at least one sObject. Click + Add sObject to add more sObjects and fields.
Limit to
Specify the maximum number of rows to return.
-
- Reusing topic #UUID-ae995bf9-95bf-810f-2f09-0d74d3ec2531
- Test data source settings. To preview a cards component using real data, add a test variable that the query can use to return live data. See Testing Data Source Settings.