Configuring Card Layout Properties (Managed Package)

For the managed package runtime, configure card layout properties.

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

After creating a card layout, configure layout properties in the Layout pane of the Card Designer. See Creating a Card Layout Using Card Designer (Managed Package). See Creating an LWC Card Layout (Managed Package).

Property	Description	Example
+Add Metatags	Enables search engine optimization (SEO) options in your metadata by allowing the layout to write metatags to a page header. Available card metatags are: author, description, keywords, and viewport. The metatags are inserted after a layout or card loads, whether or not the data source is set. Vlocity recommends that you replace metatags with the same name. Do not duplicate metatags. Web crawlers ignore duplicate tags.	For example, possible keywords for a card layout that shows a list of active account cases are `cases, current cases`, active cases.
+Add Test Variables	Returns test data after configuring your data source. Name and Value populate the dynamic fields in a data source endpoint. Enter the name of the variable to test, such as `params.id`. Enter the value of the variable. For more information on test variables and their settings, see Testing Data Source Settings.	Name: For example, enter `params.id` to get the ID in a page parameter for a record, such as an account record ID. Value: For example, enter the account ID found in the URL parameter of an account record.
Add Session Variables	Sets card layout attributes. Enter a variable Name and Value for each attribute.	For example, the layout template `cardCanvasLayout` has a configurable attribute called `title`, which adds a title to the top of the layout. Enter `title` in the Name field and a value for the title such as `List of Accounts` in the Value field.
Data Source	Sets a data source for the layout. The data source holds the master query that returns results in a JSON structure for cards in the layout. For more information on how to configure a data source and to see a complete list of data sources, see Configuring Data Sources. Cards can have data sources different from the layout data source.	For example, you might query every policy associated with an account, then create a card for each policy type.
Required Permissions	Limits user access to a card layout by entering a comma-separated list of custom permissions. If this field is left empty, any user can see the layout. See Custom Permissions. This feature is available beginning with Vlocity Insurance and Health Winter '20 and Vlocity CME Winter '20. Also see Limit User Access to a Card Layout in a Managed Package (Managed Package).	For example, enter `Can_Edit_Card,Can_View_Card` to only allow users with at least one of these custom permissions to see the card layout.