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Hi everyone,

 

I have a flex card, which I'm launching an omniscript from. The flex card would be on a Quote record, and I'm trying to pull the Quote Id into the omniscript, but I feel like I've tried so many variations attempting to do so that I'm stuck.

 

Here are some screenshots of my flex card, omniscript & dataraptor

 

Flex Card:Pass Context Id from Flex card to Omniscript to use in dataraptor in omniscript

Screenshot 2023-11-14 at 9.13.15 PM.png

Omniscript:Screenshot 2023-11-14 at 9.16.40 PM.png

 

Screenshot 2023-11-14 at 9.16.51 PM.png(I removed the input parameters, but have some previously, which I just couldn't get to work)

 

Dataraptor:

 

Screenshot 2023-11-14 at 9.21.28 PM.png

 

Since the omniscripts launches from the flex card - I'm struggling to debug for the issue, when I'm previewing the omniscript by itself I'm able to pull data, I just can't get figure out how to pass the Id to the omniscript to reference for the dataraptor.

 

If needed I could create an integration procedure to call the dataraptor or make any other suggested updates to get this up and running.

 

#Omnistudio #Automation #Flexcard #Salesforce

3 respostas
  1. 15 de nov. de 2023, 15:00

    Have you confirmed that your DR is working ? 

     

    If so, you can pass Context ID by setting an action on FC with Flyout Action Type and  select your Omniscript. Then you pass {recordId} as Value and ContextId as Key. Open Flyout In modal.

     

    To debug your OS you can open it in preview mode and pass Context ID in the box above OS, for testing purposes. To pass data into your DR Extract in OS as DataSource select ContextId and as FilterValue enter the name of the filter value you are using in your extract DR ( quoteId, QuoteId, quoteid etc.)

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