Test Data Source Settings on a Flexcard

Preview a Flexcard with real data by adding test values to runtime variables. The variables populate the dynamic fields in a data source, such as a contextId from an Omnistudio Data Mapper that gets data from an Account.

  1. From the Flexcards home tab, click a version of a Flexcard to open the Flexcard Designer.
  2. In the Setup panel, click + Add New in the Test Parameters section.
  3. In the Key field, enter a test variable name. For example, if your data source is a Data Mapper, enter the variable from the Input Map representing a contextId such as recordId. See Flexcards Context Variables.
  4. In the Value field, enter a test variable value. For example, enter a record Id, such as the one found in the URL of an Account page.
  5. (Optional) If your returned data has multiple arrays, to return a specific dataset enter its JSON path in Result JSON Path. For example, to return just the Cases dataset, enter [0]['Cases'] if your JSON looks like this:
    {
    [
      "Cases": [
        {
          "Priority": "High",
          "IsEscalated": false,
          "CaseId": "5006g00000FpEz5AAF",
          "Created": "2020-07-22T00:22:42.000Z",
          "Type": "Mechanical",
          "Subject": "Generator won't start",
          "Status": "New",
          "Origin": "Web",
          "Description": "Despite turn the power on and off several times, the generator wouldn't start",
          "CaseNumber": "00001028"
        },
        {
          "Priority": "Medium",
          "IsEscalated": false,
          "CaseId": "5006g00000BsfKkAAJ",
          "Created": "2020-02-27T22:28:20.000Z",
          "Type": "Mechanical",
          "Subject": "Shutting down of generator",
          "Status": "Closed",
          "Origin": "Web",
          "CaseNumber": "00001017"
        }  
      ],
      "Account": {
        "Type": "Customer - Direct",
        "Name": "Edge Communications",
        "Street": "312 Constitution Place\nAustin, TX 78767\nUSA",
        "State/Province": "TX",
        "City": "Austin",
        "Revenue": 139000000
      }
    ]
    }
    
  6. Click Save & Fetch to view the Test Results.
    FlexCards datasource Test Results
  7. (Optional) Click JSON to view test results as JSON.
  8. (Optional) Click Refresh to see the latest data.