For the managed package runtime, changes in functionality affect how you must configure your Flexcard and how your Flexcard performs.
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
For information on unsupported features, see Flexcard Designer Considerations (Managed Package).
Beginning with Vlocity Insurance and Health Summer '20 , the Flexcard Designer enables you to preview while you build dynamic context-specific user interfaces for customer interactions using a drag interface with WYSIWYG editing. The Flexcard Designer is LWC only and does not support Angular. See Flexcard Designer (Managed Package).
Beginning Summer '21, for latest changes and enhancements to the Flexcard Designer, see Vlocity Release Notes.
Changes to UI Names
| Flexcards Designer | Vlocity Cards Designer (LWC Enabled) | Reference |
|---|---|---|
| Custom data source | Sample data source | Configure a Custom Data Source on a Flexcard (Managed Package) |
| Event Action with Custom and Pubsub subtypes. | Pubsub Action | |
| Navigate Action | Custom Action | Navigate from a Flexcard with the Navigate Action (Managed Package) |
| Publish Options | Show XML Interface | Configure Publish Options on a Flexcard (Managed Package) |
| Repeat Records | Loop Settings | Disable Record Looping on a Flexcard (Managed Package) |
| Test Parameters | Test Data Source Settings | Preview a Flexcard (Managed Package) |
Changes in Functionality
| Functionality | Flexcard Designer | Vlocity Cards Designer (LWC Enabled) | Reference |
|---|---|---|---|
| Build a Card with Elements | Build a Flexcard with elements, such as Fields, Datatables, Menus, Actions, Custom LWCs, and more. | Build a Vlocity Card Layout with Cards. | Build a Flexcard with the Flexcard Designer (Managed Package) |
| Custom LWC | Add a Custom LWC as an element by dragging it onto the canvas from the Build panel. | Enable Custom LWC on a state. | Embed a Custom Lightning Web Component, a Flexcard, or an Omniscript in a Flexcard (Managed Package) |
| Deploy LWC | LWC is automatically generated on Preview and on Activate. | Click Deploy to updated changes to your card, see the latest preview, and create the Lightning web component to add to a Community or Lightning page. | — |
| Flyout | Create a flyout from an Action element dragged onto a state. | Enable and configure a flyout from a state. | Launch a Flyout from an Action on a Flexcard (Managed Package) |
| Include User Information | Accessing information about the logged-in user is enabled by default.
Use the User global context variable in
Design view, and see it rendered in Preview. |
Enable returning information about the logged in user from the data source of a card and layout with the Include User Information feature. | Flexcards Context Variables (Managed Package) |
| Preview in Design View | Preview elements inside states on the canvas while in Design view. | Preview in Preview mode only. | Add Elements to a Flexcard (Managed Package) |
| Viewport Dropdown in Design View | View Flexcard at different viewport breakpoints in Design view. | Preview how a Layout looks on different pages and mobile devices in Preview only. | View a Flexcard at Different Viewport Breakpoints (Managed Package) |
Features Unique to the Flexcard Designer
| Functionality | Description | Reference |
|---|---|---|
| Add an Event Listener | Add an event listener to the Flexcard. | Add an Event Listener to a Flexcard (Managed Package) |
| Add SVG Resource | Add a custom component SVG icon from the Flexcard Designer. | Add a Custom Component SVG Icon to a Flexcard (Managed Package) |
| Add Test Parameters in Preview | Add test paramaters in Preview mode. | Preview a Flexcard (Managed Package) |
| Adjust Element Widths | Manually adjust the width of an element, such as a Field or Action, on the canvas. | Adjust the Width of an Element on a Flexcard (Managed Package) |
| Child Flexcard | Embed a Child Flexcard as an element Inside a Flexcard | Embed Flexcard Inside Another Flexcard (Managed Package) |
| Custom Event | Add a custom event action to an element. | Trigger a Custom Event from an Action on a Flexcard (Managed Package) |
| Data Source Test Result Table | View test data source results as a table. | Test Data Source Settings on a Flexcard (Managed Package) |
| Enable Tracking | Enable tracking on Action and Child Flexcard elements. | Enable Tracking on a Flexcard (Managed Package) |
| Export | Export your Flexcard from inside the Flexcard Designer. | Export a Flexcard (Managed Package) |
| In-Product Help | Find context-sensitive help specific to an element or property inside the Flexcard Designer. | — |
| Multi-Language Support | Enable Multi-Language Support to make all field labels in the designer dynamic. | Enable Multi-Language Support on a Flexcard (Managed Package) |
| Reload Action | Reload a Flexcard from an action. | Add a Reload Action to a Flexcard (Managed Package) |
| Remove Action | Create action that removes records on a Flexcard. | Add a Remove Card Action to a Flexcard (Managed Package) |
| Responsive Elements | Make elements responsive from a interface in the Flexcard Designer. | Flexcards Element Responsiveness (Managed Package) |
| Set Values Action | Create an action that updates the data field values on a Flexcard. | Add an Action to Update Field Values on a Flexcard (Managed Package) |
| Style | Style Flexcards from an interface in the Flexcard Designer. Or add custom CSS classes and inline classes. | Style Flexcard Elements (Managed Package) |
| Track Custom Data | Track custom data to publish with OmniAnalytics. | Track Custom Data on a Flexcard (Managed Package) |
| Update Data Source Action | Update a data source from an action. | Update a Data Source from an Action on a Flexcard (Managed Package) |
| Update Omniscript Action | Update an Omniscript from a Flexcard. | Update an Omniscript from a Flexcard (Managed Package) |