Creating a Placeholder (Managed Package)

For the managed package runtime, create placeholders in the Template Designer to insert additional fields into card states in the Card Designer. For example, to add a unique title for escalated case cards, select the card-active-placeholders-slds card template, and enter Escalated for the value of the Title placeholder.

1. In your org, click the App Launcher, click Vlocity Templates, and click to open a version of a template in the Card Designer.
   

   Tip

   Clone a template that has placeholders, such as card-active-placeholder-slds. Then update, remove, or add placeholders as needed. See Cloning a Template (Managed Package).

2. Click the Edit tab.
3. In the Placeholders section, click Add Placeholder.
4. Enter a Placehdoler Name such as CaseTitle.
   

   Important

   The Placeholder Name is the API name, which can have underscores, but no spaces. For example, Case_Title or CaseTitle is permitted. However, Case Title is not.

5. Click Save.
6. Click the HTML tab.
7. Enter the placeholder label, type, and value merge fields inside the HTML:

   • To reference the placeholder value in the HTML, add {{placeholder.PlaceholderAPIName.value}} where you want the value to display on the card.

   • (Optional) To reference the placeholder label in the HTML, add {{placeholder.PlaceholderAPIName.label}} where you want the label to display on the card.

   • (Optional) To reference the placeholder type in the HTML, add {{placeholder.PlaceholderAPIName.type}} to display the type of data, such as String or Address.

   <div class="slds-media__body slds-truncate">        
   
   <a href="javascript:void(0);" class="slds-text-link--reset" tooltip-placement="bottom" tooltip="{{data.title}}">            
   
   <!--
   {{placeholder.<placeholderName>.type}}  
   // For placeholder Type           
   -->
               
   <span class="slds-text-heading--small">
   {{placeholder.CaseTitle.label}}: {{placeholder.CaseTitle.value}}: </span> 
       
   </a>        
   </div
   

8. Click Save.

• Adding a Placeholder to a Card State (Managed Package)
  For the managed package runtime, add additional fields to a card state by adding placeholders created in the Template Designer.