Configuring an OS Action (Managed Package)

For the managed package runtime, set up an OS Action.

1. Open the Vlocity Cards tab, and click on a version of a card to open the Card Designer.
2. Click Add OS Action in the Actions section of a card state
3. In the Id field, enter a unique name to distinguish the action from other actions in the Card Designer.
4. In the Display Name field, enter the name that the action displays to the user.
5. Click in the Omniscript typeahead field to choose an active Omniscript from the drop-down list. Beginning with Vlocity Insurance and Health Winter '20 , the Omniscripts are listed as Type/SubType/Language. For example, if you select CustomerInteractionAccountCMT/Creation/English, the Type is the Omniscript name CustomerInteractionAccountCMT, the SubType is Creation, and the Language is English.
6. (Optional) Enter values for these properties:

   • Action Options: To add custom parameters, set conditions for when the OS Action displays, and configure optional settings for LWC enabled cards, select this checkbox. See Configuring Action Options (Managed Package).

   • Icon: Select a Vlocity icon or an SLDS icon to display next to the action link. For a complete list of Vlocity Icons, go to the Vlocity Actions tab, open any action, and click the Vlocity Icons header label to reveal the list of icons.

   • Open URL in: Select Current Window or New Tab/Window to indicate where to open the target URL.

   • Visualforce Page: Choose a Visualforce page to display the Omniscript on a custom page. For example, if you have a custom template for your Omniscript, you might create a custom page to display it.

   • Layout: Select the Lightning or Newport for the layout. This feature works for Angular Omniscripts only.

   • LWC Enabled: If the selected Omniscript is an LWC OS, this checkbox is automatically selected.

   • When LWC Enabled is checked, enter values for these properties:

     • Context Id: Enter the sObject's ContextId associated with your Omniscript. For example, if your LWC Omniscript updates account information, your context Id is an account record ID.

     • Console Tab Icon: Select a Vlocity icon or an SLDS icon to display in the subtab of a console after the OS action link is clicked. For example, select standard:account for an Omniscript that updates account information.

       

     • Console Tab Label: Enter the visible label of the Console Tab Icon. For example, Update Account.