Remove an Object from the Customer Story (Managed Package)

For the managed package runtime, you can remove any of the preconfigured objects from the Customer Story. The Vlocity Customer Story displays a timeline of all interactions with the customer in a single, chronological feed.

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

  1. From Setup, click Develop , then click Custom Settings.
  2. Click Story Object Configuration.
  3. Click Manage.
  4. Click Delete for the object that you want to remove.
  5. When prompted, click Ok.
  6. (Optional) Deactivate the object from the story-slds card layout. See Add a Customer Story to a Page with the Story-SLDS Component (Managed Package).
    1. Open story-slds (Version 3) from the Vlocity Cards tab.

      Note
      Note

      Beginning with Vlocity Health and Insurance Summer '19, select Version 3 for an LWC enabled story-slds. For an Angular story-slds component, select Version 2.

    2. If active, unselect Activate in the Layout pane to deactivate the card layout.

    3. From the Cards pane, select an active story object card, and unselect Activate to deactivate the card.

    4. From the Layout pane, click Activate to actiavte the card layout.