Group Elements Inside a Block on a Flexcard (Managed Package)

For the managed package runtime, combine logical groups of elements inside a collapsible container with the Block element on a Flexcard. For example, group an Account's basic information together, and separately, group the account's Contact information together.

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

  1. From the Flexcard Designer, drag a Block element from the Build panel into a state on the canvas.
  2. (Optional) From the Properties panel, update the element name in the Element Name field.
  3. (Optional) To enable the ability to collapse the block, check Collapsible.
    • (Optional) To display a visible label for the collapsible block element, enter text in the Label field.

      Note
      Note

      Beginning Summer '21, Label supports concatenated strings. Combine plain text and supported merge fields. For example, Update {AccountName}.

    • (Optional) To show the block collapsed by default, click Collapsed By Default.

  4. (Optional) To enable a click event on the block, click + Add Action. To configure action properties, see Flexcards Action Properties (Managed Package).
  5. (Optional) To add conditions that must be met for the element to display, see Add Conditions to a Flexcard Element (Managed Package).
  6. (Optional) To style your element, click Style to open the Style panel, and see Style Flexcard Elements (Managed Package).
  7. To add elements inside the Block element, perform the following tasks:
    1. To add an element from the Build panel, drag a field from the Fields list, or an element from the Elements list into the block element.

      For example, drag address related Account fields into a block element, such as BillingCity, BillingCountry .

      Note
      Note

      The Element Name of any new element added to a block is prepended with the word Block until you update the name in the Properties panel.

    2. To add an element into a block element from a state, click, hold, and drag the element into the block element.

What’s next: Preview your Flexcard. See Preview a Flexcard (Managed Package).

  • Flexcards Block Properties (Managed Package)
    For the managed package runtime, block element properties are configurable in the Property Panel when you select a Block element in the Flexcard Designer. With the Block element, combine logical groups of elements in a collapsible container.