Dataraptor Extract Action

Downloads

GitHub: Dataraptor Extract Action json

Steps

Step 1. Create an Extract Dataraptor

Step 2. Create Omniscript

Step 1. Create an Extract Dataraptor

Open ‘Vlocity DataRaptor Designer’ tab and click on ‘New’ button. Fill the fields with the following values and click on ‘Save’.

1

Click on the ‘Extract’ tab and get the Account object filtered by ‘accountId’ value.

2

Click on ‘Output’ tab and get the account id and the name fields.

Screen Shot 2018-07-10 at 17.37.52

Screen Shot 2018-07-10 at 17.38.16

Click on ‘Preview’ tab and in the ‘Input Parameters’ area set an account Id value with the following format.

Screen Shot 2018-07-10 at 18.03.11

Click on ‘Execute’ and check if it is retrieving the correct account values in the ‘Response’ area.

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Step 2. Create Omniscript

Open ‘Vlocity OmniScript Designer’ tab and click on ‘New’ button. Fill the fields with the following values and click on ‘Save’.

Screen Shot 2018-07-10 at 17.50.21

Drag and drop a ‘Set Values’ action. Create a variable called ‘accountId’ and add an account id to test.

Screen Shot 2018-07-10 at 17.57.08

Drag and drop a ‘DataRaptor Extract Action’ action. Set ‘DataRaptor Interface’ field as ‘POC1: Extract Action’ and create one row in the input parameters. Set ‘Data Source’ and ‘Filter Value’ fields as ‘accountId’.

Screen Shot 2018-07-10 at 18.05.56 (1)

Drag and drop a ‘Step’ group.

Screen Shot 2018-07-10 at 18.11.25

Drag and drop a ‘Formula’ function and set its value as %account:Id%

Screen Shot 2018-07-10 at 18.13.38 (1)

Drag and drop other ‘Formula’ function and set its value as %account:Name%

Screen Shot 2018-07-10 at 18.16.04

Click on ‘Preview’ tab and check the values.

Screen Shot 2018-07-10 at 18.16.56 (2)

7 thoughts on “Dataraptor Extract Action

  1. Could you please guide me that how to create records on the click of the submit button in the background
    thanks.

    Like

  2. Hi Ignacio,
    thanks for your answer, but my question a bit different.

    I need to create an Account record in Salesforce when the user is done with a flow and when clicks on the “SUBMIT” button a record should be created in the background.

    Like

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