Omnistudio Datatable link to current record
I have a datatable in a flexcard where I show information from the Account object, example: Name, Account Number etc... the user wants to click on the account name in a row of the table and be...
View ArticlePass the data in prefill while calling Omniscript from LWC HTML
I am having one scenario where i need to pass record id from LWC to Omniscript.I got the record Id in the track variable, but i am strugling to assign as the below at the place of...
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Update records updated in Flexcard Datatable
I want to replace the Opportunity related list component on the Account record page with a Flexcard that has a datatable element listing all the related Opportunity records.I am aware that this use...
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Unable to set short name on document clause so that it can be added to word...
I am using the CLM feature of Salesforce and want to generate a contract document using document templates. I have a Word document with the text and some of the text there, is clauses that may be used...
View ArticleRounding formula in Omnistudio Dataraptors
i am currently new to Omnistudio and using it to do document generation as of now.I am extracting data from the Invoice and Invoice Lines Object to create a Invoice PDF.I have a problem implementing...
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How to use the result of an Integration Procedure in a Condition View?
I´m trying to use a Set Errors, in which I want it to appear if the result of the Integration Procedure is Null, but when I set it in the Conditional View, it didn´t works even if the result of the IP...
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How to save the returned data from a Flexcard Action
I want to save the response from an Integration Procedure that is triggered from a button on a Flexcard to the Flexcard's JSON:The one button will throw an error (not passing a recordId to the IP)The...
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How to pass DR extract query filter values dynamically to DR/IP when calling...
I've a dataraptor which is querying multiple sobjects and in one of the query, there's an offset filterThere's also a formula in the DR, which gives the next offset value and this value is being passed...
View ArticleVlocity Data Raptor - CONCAT Function Issue
I'm trying to concatenate values extracted from a JSON using a Data Raptor Transform formula, the JSON file looks like this with the exception that it has hundreds of data values{"Info": [ {"Name":...
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DataRaptor to Update Upload Description Erroring
I am trying to use the Admissions Connect DataRaptor to update an upload's description and ContactDocumentLink so that it will show in the Document Checklist Item.I am getting this...
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OmniStudioDataRaptor: Id of type reference has invalid value
Through a Dataraptor Load, I am trying to create a Person Account then use its PersonContactId field on upserting an AccountRelationship record. However, I am getting this error...
View ArticleClose embedded custom LWC flyout modal
I have a flexcard with an embedded custom LWC that opens in a flyout. I was hoping to close this modal via a "close" button on the custom LWC to return to the flexcard, but can't seem determine how to...
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How to display parent fields in FlexCard Datatable?
I am trying to display a simple data table with Opportunity fields as well as parent fields, however, it seems that there is no (intuitive) way for me to display the parent fields, such as Account.My...
View Article@salesforce/site/Id Invalid usage Issue in LWC
import siteId from "@salesforce/site/Id";When I add the above import code in lwc component and add it to the Salesforce console App and refresh the page the component doesn't load and the error i see...
View ArticleHow to avoid "%3D1" from getting removed in the response node?
I am currently using an Integration procedure to generate a url.In a loop block, I'm using a Set Value, to pass a url String to response block which is outside the loop. (Using Response JSON Path &...
View ArticleFill a Vlocity matrix with data using Apex
I have a use case where i want to create and fill a matrix version from Apex.This matrix is a versioned matrix like: https://docs.vlocity.com/en/Ways-to-Create-a-Standard-Calculation-Matrix.htmlIs...
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Sum up items in a Flex Card
I am quite newb when it comes to Omnistudio, just getting the grips of it.I have two flex cards, parent and child.The parent is just a collapsible toggle, and shows/hides child card.Child card is a...
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Vlocity Ins package vlocity_ins:DML currently not allowed An unexpected error...
We have the Salesforce Omnistudio Vlocity Insurance package in Custom Run time. When we are opening the Omniscripts tab, we are getting the below error.Not sure why this is happening.
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Salesforce DR error
Hey I'm getting this DR error while on the Omni-script. this is happening after deactivating and activating the Omni-Script.I'm trying to figure out the root cause of the issue, but it does not look...
View ArticleUnable to pull newly created active OmniUiCard/Flexcard in to my local vs code
Whenever I try to pull the flex card using retrieve source from org/package.xml, I get the following error - 'Entity of type 'OmniUiCard' named 'Name of flexcard' cannot be found.
View ArticleFormat Date field to pass to OmniScript
I am using Apex to retrieve 2 Date fields from the FundingOpportunity object and I want to pass them back to my OmniScript via Integration Procedure. However the issue I'm running into is they are...
View ArticleGet Data from the Omniscript to LWC
I am trying to get the data from the Omniscript and put it into the LWC Javascript. But when i check in console it is showing undefined.As I am putting the JSON.parse as well it is throwing an...
View ArticleHow to lookup Calculation Matrix without Calculation Procedure
How can i lookup data from a Calculation Matrix without making a Calculation Procedure?I have already tried using this Apex class called: vlocity_cmt.DefaultPricingMatrixLookupImplementation. The...
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Output of Flexcards/Dataraptor not visible to the other users
Does anyone know how make the output of Flexcards/Dataraptor visible to the other profiles? I created a flexcard and Dataraptor and added it to the record page but the output is only visible to the...
View ArticleFlexcard navigation action default field values
In lwc when we use the navigation mixin to navigate to a default record modal we can use defaultFieldsValues to open the modal with some fields filled in, how can we do the same thing in the Navigate...
View ArticleHow to remove the cancel button from last step in an omniscript?
I have tried to remove the Cancel button by using "LWC Component Override" in the properties section and place a custom LWC created by me with no cancel button, but this does not remove the Cancel...
View ArticleOmniStudio DocGen - macro support
Has anyone successfully generated documents with Omnistudio Document Generation that contain macros?It works fine with Word documents, but not with PDFs. Does anyone have a workaround or solution for...
View ArticleAPI not loading CSV file for Decision Matrix Rows
Using the Salesforce Business Rules Engine, I am able to manually upload a CSV file associated with the Decision Matrix Version to provide the header and rows used for Input and Output values. I am...
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How do you customize Omniscript Save for Later message?
I'm trying to figure out a way to customise the message 'Your OmniScript is saved for later' displayed to user when an Omniscript flow is saved by the user. This message is too technical for...
View ArticleGroup By a field with a DataRaptor Transform
I'm attempting to group Quote Lines in the JSON output of a DataRaptor Extract with a Transform and am unsure if this is possible without an Integration Procedure.I currently have Quote Lines...
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