Add Update Workflow Steps in the Integration Procedure

Add Data Mapper Post Action to Update Order Data

It’s time to configure the update workflow in the Process Customer Order Integration Procedure. Add a data mapper post action element to update the shipping details.

1. In the Integration Procedure designer, click after the Response Action, then find and select Data Mapper Post.
   
2. Enter these details in the DataMapperPost panel.
   
   • Element Name: DMLUpdateOrder
     
   • Data Mapper Name: DMLUpdateOrderDetails
     
   • Execution Conditional Formula: %actionType% == 'update'
     
3. Click to close the panel.
   
4. Save your work.
   

Your Data Mapper Post Action is ready.

Add Response Action for Update Process

Now add and configure a response action element that provides the OrderId to the Omniscript.

1. In the Integration Procedure designer, click after the Data Mapper Post Action, then find and select Response.
   
2. Enter these details in the Response panel.
   
   • Element Name: ResponseUpdateStatus
     
   • Execution Conditional Formula: %actionType% == 'update'
     
3. Under the Send and Response Transformations section, for Send JSON Path, enter DMLUpdateOrder.
   
4. Under the Additional Output Response section, for Additional Output, click Add Key Value Pair and specify these details.
   
   • Key: OrderId
     
   • Value: %DMLUpdateOrder:Order_1:Id%
     
5. Click Add Key Value Pair again and specify these details.
   
   • Key: UpdateStatus
     
   • Value: Success
     
6. Click to close the panel.
   
7. Save your work.
   
8. Click Activate.
   

This is how the Process Customer Order Integration Procedure structure appears after you complete the configuration.

The execution of the steps depends on the execution conditional formula in each step. If the value for the actionType variable is fetch, then only the steps with this formula get executed. If the value for the actionType variable is update, then only the steps with this formula get executed.

Let’s test how the Integration Procedure fetches data and which steps execute as per the condition (we won’t check this).

1. In the Integration Procedure designer, click Preview.
   
2. In the Input Parameters section, click + Add Key/Value.
   
3. For Key, enter OrderId.
   
4. For Value, Enter the record Id of the Order with Order Number 00000101. To get the record Id, perform these steps.
   
   • Switch to the tab where the Omnistudio app is open or open it in a new tab.
     
   • Click , then find and select Orders.
     
   • In the Orders list view page, click beside Recently Viewed and select All Orders.
     
   • Click 00000101.
     
   • Copy the record Id from the URL. For example, 801ak00001RLKGiAAP is the record Id in this sample URL. The record Id in your Developer Edition org will be different.
     

5. Click + Add Key/Value again and specify these details.

• Key: actionType
  
• Value: fetch
  

6. Click Execute.

Only the steps with the condition ‘fetch’ execute. A green circle with a checkmark appears beside each step that successfully executes. If any step didn’t execute and has errors, a red circle with X appears.

Expand the ResponseInitialData step and notice all of the expected data appears as defined in the data mapper transform action step.

You can also check the debug information for each step in the Debug Log tab under Error/Debug Output. Similarly, you can test how the Integration Procedure updates data by providing the condition actionType as update.

After you activate the Integration Procedure, it’s available for you to use in any Flexcard or Omniscript.

What’s Next

In this unit, you configured the update workflow condition steps in the Process Customer Order Integration Procedure to update order data. You also learned how to test and verify the results of the Integration Procedure.

In the next unit, you build and configure an Integration Procedure to fetch the updated country data.

Resources

• Salesforce Help: Omnistudio
• Salesforce Help: Omnistudio Integration Procedures