Connecting FlexCard with DataRaptors (via OmniScripts)

My initial article focused on something similar but this article will have steps to do it via OmniScript (if there is a use case for that).

Create a case record

We will start with creating a sample record for Case. Add a description and note down the Case Id (from the URL as shown in the image below)

Create a DataRaptor Load

1. Start with creating a dataraptor with these fields

2. Add an object — Case

3. Set fields for the DataRaptor

4. Check the following box (for updating description if an empty string is sent)

5. (Optional) For testing — in the preview section. Click on Execute once Input JSON is added (make sure there are no errors after the action is performed)

Click on the Case link in the image above (or just refresh your Case record and you would see the description being updated)

So our DataRaptor is ready and now we will create a FlexCard to connect with it.

Create a FlexCard

1. We will start with a simple FlexCard UI as shown below with 2 text fields + action

2. Settings for the card should be (CaseId value would be the one from Case Record)

3. Properties for each element on the card (some options for Action button might look different based on OmniStudio versions)

AccountId Text Field

Description Text Field

Update Description Action

Test out the FlexCard

Click on the “Update Description”

Make changes to the Description field in OmniScript popup and “Update Case”

Case description will be updated

I hope the article was helpful. Post any questions below.