Flexcard Flashcards
(40 cards)
What is an advantage to using Block elements in a FlexCard canvas?
Can section off flexcards, and blocks can be embedded into other blocks. Group elements.
What is the Responsiveness feature for and how does it work?
You can design card styles to be responsive to viewport size, at size levels of your choosing according to different size breakpoints. Based on 12-column grids.
The responsive sizing of elements is a mobile-first approach. Sizing starts at the smallest visible viewport breakpoint and is continuously applied upwards until the next wider breakpoint overrides it. The default width becomes the width of the smallest viewport breakpoint.
What are three ways to add a data field to a FlexCard canvas?
There are three ways to add a data field to a state on the canvas that displays data returned from the data source. All are located in the Build panel:
● Field element – This is a “blank” field that is completely customizable.
● Text element – This combines text and parsed merge fields to display on a FlexCard.
● Fields list – Click Fields to view the list of available data fields. These fields are populated from the data source.
What does a Vlocity Action allow you to do?
They are actions that manipulate URLs to launch OmniScripts, Cards, internal and external websites.
What is an advantage of using an OmniStudio (Vlocity) Action in FlexCards?
Can be deployed on to multiple flexcards to launch same omniscript
You can save styles within the Style Panel for reuse in other elements. What is the scope of style reuse?
Saved styles are only available within the FlexCard. You can only save the styling that you’ve done within the Style panel, not any styling done in the Properties panel of the element.
Note: A saved style will cross over to clones of a FlexCard and all versions of it
Why use child FlexCards / what are some advantages to child FlexCards?
Child FlexCards are reusable. Your team makes a child FlexCard that displays specific information and is reusable in multiple FlexCards, saving the time it takes to create new FlexCards or clone and change them for your needs.
Child FlexCards make multiple data sources on one FlexCard possible. A child FlexCard can have its own data source, independent of a parent. As there is no limit to the number of child FlexCards on one FlexCard, this opens up the option to show data from many sources.
Child FlexCards are also used as flyouts. Flyouts help you organize how data displays. For example, if you want to have specific data accessible in a FlexCard but it isn’t necessary to display it at all times, configure a flyout action to display it using a child FlexCard in a popover or modal window.
What do you need to do before embedding a child FlexCard into a parent?
Activate it by clicking the Activate button in the header.
How to pass parent data to child?
To pass the parent data to the child, you must select a data node. This can override the data source settings in the child flexcard.
How can you change a FlexCard’s name?
You can’t, unless you clone the card.
What is the best way to add a field that displays a date or currency and why?
Use a field element. You can customise the field type, data source (output field), and other parameters (depending on field type).
Considerations when adding a field that displays date?
If you select Date, make sure the date value, such as 28/03/2015, matches the format of the user locale, such as DD/MM/YYYY, otherwise the date displays incorrectly.
Can a child FlexCard have its own data source?
Yes, but it can be overridden by parent card data if defined to push on to child.
How do you configure a child FlexCard to use the data source of its parent FlexCard?
You add the child FlexCard element to the parent and define it via the FlexCard name field in Properties.
No config on the child FlexCard itself is required.
What can a flyout display, and what are the types of flyouts?
A flyout can display:
- Information from long text strings that does not fit in the standard FlexCard field
- Data from child records, such as open cases for an account, or additional actions
The three flyout types are:
- Child FlexCard
- OmniScript
- Custom Lightning web component (LWC)
Flyouts are created with the Action element by selecting the action type as Flyout.
It can be opened in one of two types: Popover, and Modal
What is the Repeat Records feature and why must it be disabled for a datatable?
When Repeat Records is enabled, this means that there will be one FlexCard instance for each record in the array. For example, a data source that returns a list of active cases for an account on the FlexCard. Each record displays all fields added to a state in its own container.
If enabled for a datatable, the datatable element itself will be replicated as many times as there are records. By disabling Repeat Records, the entire array is available inside of one FlexCard.
Repeat Records is found in the Setup panel.
When else should Repeat Records be disabled?
If you have a: DataTable element, Chart element you want to display once, Child FlexCard you want to display once, Lightning web component that serves as a header for a Console App
What is a benefit of bringing in external data like the weather to your FlexCard?
No need to reproduce/copy data into Salesforce; updates to external data source would be fetched automatically.
How can you pull an image into a FlexCard for display?
With an image element
You’re making a new FlexCard with an Integration Procedure as the data source, and after defining your input key-value pairs, the [Next] button is unclickable. What do you do?
Click in/out of the Integration Procedure Name field.
What is an advantage of using a datatable to display information?
List multiple records / data entries in a structured list (table)
How do you create a flyout?
Flyouts are created with the Action element by selecting the action type as Flyout.
Why might you not be able to view a flyout in a FlexCard?
You’re in designer mode; flyouts can be viewed in preview mode.
Can you embed a child FlexCard in another child FlexCard?
Yes, but you can only embed immediate children in the editor, i.e. start adding children to a parent FlexCard, then add the parent (as a child card) to another parent FlexCard.
Also note: when a child FlexCard has hierarchical data, it can call itself recursively. When the FlexCard element is embedded in a child FlexCard, use the Is Recurse feature to display the children and grand-children of parent objects. The child FlexCard can add itself to itself again and again, each time passing the same child data field (also called a data node) available in each level of the data JSON, until that data field no longer exists or is empty.
