For the managed package runtime, build a Flexcard in the Flexcard Designer by dragging elements from the Build panel onto the canvas. Each element can be styled and properties configured within the Designer. For example, add an action link styled as a button with or without an icon.
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
Drag elements from one of three sections in the Build panel onto the canvas:
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Fields: Display data fields generated from the Flexcard's data source.
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Display: Add elements that displays information, such as a Chart, Datatable, and Custom LWC element. Or add an element that executes an action or sends data, such as an Action element. See Flexcards Display Elements Reference (Managed Package).
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Inputs: Beginning Winter '22, add input elements on a Flexcard to enable users to enter data or select from a list of options you provide. See Flexcards Input Elements Reference (Managed Package).
- Add Elements to a Flexcard (Managed Package)
For the managed package runtime, add data fields, states, actions, and other elements to your Flexcard. Style an element and configure its properties in the Flexcard Designer. - Add Actions to a Flexcard (Managed Package)
For the managed package runtime, add up to six actions to a Flexcard to launch or update an Omniscript, navigate to a web page or application, display a flyout, fire an event, or update data field values. For example, add an action on an account Flexcard that when clicked, displays the contact information for the account. - Flexcards Display Elements Reference (Managed Package)
For the managed package runtime, select from a number of display elements to add to your Flexcard. Add elements such as data fields, actions, states, data tables, and more. - Flexcards Input Elements Reference (Managed Package)
For the managed package runtime, add input elements on a Flexcard to enable users to enter data or select from a list of options you provide. When a user enters, selects or updates a value, the change is reflected in the data JSON. You can configure an element to execute an action when a user selects an option or enters data. Input elements are available in the Inputs section of the Build panel of the Flexcard Designer. - Add Conditions to a Flexcard Element (Managed Package)
For the managed package runtime, display or hide data based on the value of a data field. For example, display an alert icon or supplemental text for escalated Cases. Apply conditions to any element listed in the Build panel of the Flexcard Designer.