Vlocity Facts By Gowtham

In Previous post we have seen about  Edit Block - Default Actions. An Edit Block  element in Omniscript allows the user to create, edit, and delete multiple records. To accomplish this, the edit blocks are repeatable blocks by default. In 3Ways, we can configure the Edit Block. Adding Default Actions Adding Custom Actions Adding Global Actions Adding Custom Actions  In Previous example we are trying to update the case description and we followed Default Action [Remote Action - Edit], if there is a requirement when case description is updated we need to update a description field with time on contact object which is related to case and Email should be triggered to the contact owner. In this scenario generally default actions will not work where we need to update other object fields and to trigger email, we can over come this by using Custom actions in edit block. We can create custom actions by using Http Action Integration Procedure Remote Action For this requirement I w...

An Edit Block  element in Omniscript allows the user to create, edit, and delete multiple records. To accomplish this, the edit blocks are repeatable blocks by default. We can configure Edit Block in 3 Ways Adding Default Actions Adding Custom Actions Adding Global Actions Adding Default Actions  Let us see an example to use an Edit Block in Omniscript to handle multiple records. In our example, we will use an Edit Block to display the existing Cases linked to an Account and Contact also edit cases directly from the Edit Block. In the Omniscript, a new DataRaptor Extract Action is added. Here, 'ExtractCases' is the DataRaptor Extract that retrieves 3 Cases, Limit is 3. Now a Step element is added to the Omniscript, and an Edit Block is added inside the step. You can select the actions you need to perform from edit block by enabling those check boxes near to the actions. In this scenario I'm choosing Allow Edit check box to perform edit operations. From the ‘Properti...