Create a Remote Action in an Omniscript

Downloads GitHub: Create a Remote Action in an Omniscript Overview This post is about how to create a Remote Action in a Omniscript. We can create a difficult logic in Apex and call our method from a Remote Action in Vlocity. In this example, this omniscript is an account form which creates an account record … Continue reading Create a Remote Action in an Omniscript

Generate a PDF with an Omniscript

Downloads GitHub: Generate a PDF with an Omniscript Overview This post is about how to generate a PDF with an Omniscript. This example gets opportunity name and displays it in a document which is stored in the opportunity record. Steps Step 1. Create Dataraptor to extract information Step 2. Create Dataraptor to transform extracted information into … Continue reading Generate a PDF with an Omniscript

Create linked records with a Dataraptor

Downloads GitHub: Create linked records with a Dataraptor json Steps Step 1. Create a Load Dataraptor Extra Step. Create a form Step 1. Create a Load Dataraptor In this example we will create an account record and a contact linked with this account. Open 'Vlocity DataRaptor Designer' tab and click on 'New' button. Fill the fields with the … Continue reading Create linked records with a Dataraptor