Set Values for Integration Procedures (Managed Package)

Uses of Set Values Actions Example

The Integration Procedure that demonstrates Set Values uses restructures, concatenates, and performs simple calculations on input data. All of its components are Set Values actions except the last, which is a Response Action.

To download a data pack of this example for Omnistudio for Managed Packages, click here.

Importing Omnistudio for Managed Packages data packs into Omnistudio orgs is supported, and conversion is automatic. However, importing Omnistudio data packs into Omnistudio for Managed Packages orgs isn't supported.

This example Integration Procedure has the following structure:

To create the Integration Procedure, go to the Vlocity Integration Procedures tab and click New. Provide an Integration Procedure Name, a Type, and a SubType, and click Save.

To create each component, drag a Set Values instance into the Structure panel and edit its first Element Name property. For the last component, drag in a Response Action instead.

The input data has the following structure:

{
    "Name": {
        "FirstName": "John",
        "LastName": "Smith"
    },
    "Finances": {
        "GrossIncome": "100000",
        "Expenses": "60000"
    }
}

Inputs: Rename Nodes in the Input Data

This component shortens and simplifies the input JSON nodes. Set its Element Value Map as follows:

Element Name	Value
FirstName	%Name:FirstName%
LastName	%Name:LastName%
GrossIncome	%Finances:GrossIncome%
Expenses	%Finances:Expenses%

LocationData: Add Literal Values

This component adds literal values, which are useful for testing or for specifying data that doesn't change.Set its Element Value Map as follows:

Element Name	Value
Location	San Francisco
Code	2345

TextWithCode: Concatenate Literal Values and Merge Fields

This component shows how to concatenate a literal string with a merge field. Set its Element Value Map as follows:

Element Name	Value
LocationCode	Code is %LocationData:Code%

Note that the %LocationData:Code% merge field retrieves data from the previous component, LocationData.

DeptArray: Define an Array

This component defines an array, or list of values. A later component will retrieve a value from the array. To set up an array, click Edit as JSON and edit the ElementValueMap node as follows:

"elementValueMap": {
   "Departments": [
      "Sales",
      "Development",
      "Support",
      "Training"
   ]
},

AfterTax and CalculateNet: Perform Simple Calculations Using Formulas

These components calculate after-tax income using multiplication and net income using subtraction. Note that each operator has spaces before and after it. Set the Element Value Map of AfterTax as follows:

Element Name	Value
AfterTaxIncome	=%Inputs:GrossIncome% * 0.7

Set the Element Value Map of CalculateNet as follows:

Element Name	Value
NetIncome	=%AfterTax:AfterTaxIncome% - %Inputs:Expenses%

ConcatName: Concatenate Two Merge Fields

This component combines first and last names to form full names. Set its Element Value Map as follows:

Element Name	Value
FullName	=%Inputs:FirstName% + " " + %Inputs:LastName%

Note how a literal space is included.

RetrieveDept: Use a Function and Retrieving an Array Value

This component uses the IF function. It also uses listnode|listnumber notation to retrieve array values. Set its Element Value Map as follows:

Element Name	Value
Department	=IF(%Inputs:FirstName% = "John",%DeptArray:Departments|2%,%DeptArray:Departments|3%)

This component assigns a Department value of Development to anyone named John and a Department value of Support to anyone not named John. Note that the second equal sign has spaces before and after it.

CalcFirstOfThisMonth: Perform a Complex Date Calculation

This component uses four nested date functions to return the first day of the current month. Set its Element Value Map as follows:

Element Name	Value
FirstOfThisMonth	=ADDDAY(EOM(ADDMONTH(TODAY(),-1)),1)

AssembleOutput: Create the Structure of the Output Data

This component creates a JSON structure for the transformed data. To set up the structure, click Edit as JSON and edit the ElementValueMap node as follows:

"elementValueMap": {
    "Output": {
        "FullName": "%ConcatName:FullName%",
        "Department": "%RetrieveDept:Department%",
        "AfterTaxIncome": "%AfterTax:AfterTaxIncome%",
        "NetIncome": "%CalculateNet:NetIncome%",
        "Location": "%LocationData:Location%",
        "LocationCode": "%TextWithCode:LocationCode%",
        "FirstOfThisMonth": "%CalcFirstOfThisMonth:FirstOfThisMonth%"
    }
},

Response: Return the Output Data

This component returns the output data to the entity that called the Integration Procedure. Set one property as follows:

Send JSON Path	Response JSON Node
AssembleOutput	Output

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