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Omnistudio Dev > Flexcard > Flashcards

Flexcard Flashcards

1
Q

What is an advantage to using Block elements in a FlexCard canvas?

A

Can section off flexcards, and blocks can be embedded into other blocks. Group elements.

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2
Q

What is the Responsiveness feature for and how does it work?

A

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.

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3
Q

What are three ways to add a data field to a FlexCard canvas?

A

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.

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4
Q

What does a Vlocity Action allow you to do?

A

They are actions that manipulate URLs to launch OmniScripts, Cards, internal and external websites.

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5
Q

What is an advantage of using an OmniStudio (Vlocity) Action in FlexCards?

A

Can be deployed on to multiple flexcards to launch same omniscript

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6
Q

You can save styles within the Style Panel for reuse in other elements. What is the scope of style reuse?

A

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

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7
Q

Why use child FlexCards / what are some advantages to child FlexCards?

A

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.

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8
Q

What do you need to do before embedding a child FlexCard into a parent?

A

Activate it by clicking the Activate button in the header.

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9
Q

How to pass parent data to child?

A

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.

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10
Q

How can you change a FlexCard’s name?

A

You can’t, unless you clone the card.

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11
Q

What is the best way to add a field that displays a date or currency and why?

A

Use a field element. You can customise the field type, data source (output field), and other parameters (depending on field type).

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12
Q

Considerations when adding a field that displays date?

A

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.

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13
Q

Can a child FlexCard have its own data source?

A

Yes, but it can be overridden by parent card data if defined to push on to child.

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14
Q

How do you configure a child FlexCard to use the data source of its parent FlexCard?

A

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.

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15
Q

What can a flyout display, and what are the types of flyouts?

A

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

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16
Q

What is the Repeat Records feature and why must it be disabled for a datatable?

A

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.

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17
Q

When else should Repeat Records be disabled?

A 
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
18
Q

What is a benefit of bringing in external data like the weather to your FlexCard?

A

No need to reproduce/copy data into Salesforce; updates to external data source would be fetched automatically.

19
Q

How can you pull an image into a FlexCard for display?

A

With an image element

20
Q

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?

A

Click in/out of the Integration Procedure Name field.

21
Q

What is an advantage of using a datatable to display information?

A

List multiple records / data entries in a structured list (table)

22
Q

How do you create a flyout?

A

Flyouts are created with the Action element by selecting the action type as Flyout.

23
Q

Why might you not be able to view a flyout in a FlexCard?

A

You’re in designer mode; flyouts can be viewed in preview mode.

24
Q

Can you embed a child FlexCard in another child FlexCard?

A

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.

25
Q

Can you have multiple states for one FlexCard, and what is the limit?

A

Yes, and there is no limit.

26
Q

How does having multiple states help you?

A

Having multiple states lets you control what information is presented according to certain criteria you define, but within the same (reusable) FlexCard.

27
Q

What triggers whether a state is visible?

A

The first state (from the top) that has the display conditions evaluated as True.

Best practice is to define display conditions such that only one is ever true (i.e. all states are mutually exclusive), and have a default state when no conditions evaluate to true at the bottom.

28
Q

What is a quick way to create a new state?

A

Clone existing state, or add a new state element

29
Q

When would you clone a FlexCard instead of version it?

A

When you want a FlexCard that is available independently from its parent.
When you want to change the FlexCard’s Name or Author.

30
Q

When would you version a FlexCard instead of clone it?

A

When you want to make slight modifications to an existing FlexCard to test behavior and layout.
When you want the new FlexCard to replace the old one, such as when an update is needed.

Only 1 version of a FlexCard is active at any time; activating the new version automatically replaces prior version, wherever it is used.

31
Q

What can you do in Publish Options?

A

By setting Publish Options, you decide where the FlexCard Lightning web component is available for publishing (targets), and what the Lightning web component is called when it appears in the list of available components for those pages (Master Label)

The full interface publishing options are:

(1) Master Label: This is the visible name of your FlexCard component in the Lightning App Builder and Community Builder.
(2) API Version: This is the API version of your FlexCard component. This defaults to the API version used when you created the FlexCard. When you create a new FlexCard, it defaults to the current API version.
(3) Runtime Namespace: This is the managed package namespace.
(4) Is Exposed: This is enabled when you want your FlexCard component to be public.
(5) Add SVG Resource/Drop it here: This is where you can add your own custom component SVG icon to identify your generated LWC in the Lightning App Builder and Community Builder.
(6) Targets: This is where you select the places where your FlexCard component is available for publishing. Targets are not set for a child FlexCard by default, as child FlexCards are typically embedded only in parents or used in actions, such as the flyout.

32
Q

What are the target pages available in Publish Options?

A 
App Page
Home Page
Record Page
Community Page
Community Default
33
Q

Is a Lightning App part of Salesforce or the Vlocity package?

A

Salesforce.

34
Q

What are two reasons why the UI will not let you delete a FlexCard? ((((UNSURE))))

A

Card is active; used in a lightning page.

35
Q

What is the purpose of the Control Width setting?

A

Controls the width of the element, relative to the designer grid.

36
Q

What uniquely identifies a FlexCard?

A

Only its name. Best done in camelCase (for LWC compatibility rules)

37
Q

Why can’t you edit a FlexCard?

A

The current version is active. Either deactivate or make a new version

38
Q

How to add FlexCards to Lightning pages?

A

Via LAB (Lightning App Builder), under the custom components section. Remember to activate it first.

39
Q

How many data sources can be used for a FlexCard, and what are they?

A 
10 (+ none):
SOQL Query
SOSL Search
Apex Remote
Apex REST (Use Apex REST data source)
DataRaptor
REST (Std. rest call)
Integration Procedure
Streaming API
Custom (Use sample JSON)
SDK
40
Q

Your child FlexCard isn’t selectable in the child FlexCard block. Why?

A

The Child card is not activated.

Omnistudio Dev (6 decks)

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