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Pass Data from a Flexcard to an Omniscript By Using a Custom JSON Data Source

To pass data from a Flexcard’s data JSON to an Omniscript, embed the Flexcard as a custom Lightning web component (LWC) inside the Omniscript.

  1. Create a Flexcard with a custom data source. See Create a Flexcard.
  2. Select Custom as the data source type and add your custom data JSON.
  3. Add elements to the Flexcard corresponding to the fields you’ve specified in your JSON.
    A Flexcard created with custom JSON as the data source. The Flexcard shows fields created in accordance with the parameters in the JSON. The "Field for Binding" field is also shown as done.
  4. In the Setup tab of the Flexcard, select the Omniscript Support checkbox.
  5. Activate the Flexcard.
  6. Create an Omniscript. See Create an Omniscript.
  7. In the first step, add elements corresponding to the fields you’ve specified in the Flexcard.
  8. Create a new step and add the Custom LWC input element to it.
  9. Configure the custom LWC with these parameters.
    1. Lightning Web Component Name: Choose the Flexcard you created.
      Note
      Note

      Any validation rules applied to the Flexcard input elements doesn't prevent the Omniscript from proceeding. Set up all input validations within the Omniscript.

    2. In the Custom Lightning Web Component Properties section, click Add Properties.
    3. Property Name: parent-data
    4. Property Source: true
    5. Add another property and for Property Name, enter records.
    6. In the corresponding Property Source field, enter the name of the previous step surrounded by the % key. For example, if the previous step is called Step1, enter %Step1%.
      The Custom Lightning Web Component Properties section in an Omniscript is shown with filled values.
  10. Preview your Omniscript to check if the Flexcard sends the requisite data to your Omniscript.