Hosting Vlocity Templates On An External Server (Managed Package)

For the managed package runtime, host Vlocity Templates on external servers.

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

  1. Set up the Vlocity Build tools.
  2. Create your Vlocity Templates in a Salesforce org.
  3. Extract the Vlocity Templates from Salesforce by setting up a job to point at the required resources. Look at the examples posted in the Vlocity Build Tools step-by-step guide.

    Use prefixes, as shown in the following query to get the templates from the org and make sure they are active:

    queries:
    - VlocityDataPackType: VlocityUITemplate					
    Select Id, Name from %vlocity_namespace%__VlocityUITemplate__c where
    Name LIKE 'card-out-%' AND %vlocity_namespace%__Active__c = true
  4. At a command prompt, run:
    vlocity packExport -propertyfile build.properties -job dataPacksJobs/job-name.yaml

    The templates you queried appear in the expansionPath folder in the DataPack.

  5. If you need to make changes to the templates:
    1. Edit the templates using your favorite IDE and store them in source control.

    2. Run the packBuildFile job to compress the resources to a DataPack that will be stored in the buildFile directory.

  6. Upload the DataPack to your desired location.
  7. Use the configService.loadCardframeworkDefinitions function to load your DataPack into the Cards Framework.