Questions tagged [vlocity]

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Unable to set short name on document clause so that it can be added to word template

I am using the CLM feature of Salesforce and want to generate a contract document using document templates. I have a Word document with the text and some of the text there, is clauses that may be used ...
Chandrashekaran's user avatar
-1 votes
0 answers
25 views

Write SOQL Query Parent to Child for Custom Object

Write SOQL Query Parent to Child for custom object Parent Object - order Child Object - vlocity_cmt__OrderAppliedPromotion__c Child Object Plural Label - 'Order Applied Promotions' Select id, (...
sfdcCoder's user avatar
0 votes
0 answers
14 views

IDX workbench dialog page can't be resized

IDX workbench dialog page can't be resized. I used ctrl - to make it small for bottom button, but can't bring it back by ctrl +. Any resize, move will make the application frozen. I had to kill the ...
anne gao's user avatar
0 votes
0 answers
22 views

Where to find the latest version of the Vlocity_cme managed package?

Is there a way to, using bash script, to get the latest available Vlocity_cme package version ID? (04t). The ID is part of this page, but using wget you get an empty page, so that doesn't work. Is ...
Theodoor's user avatar
  • 441
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0 answers
47 views

Testing Integration Procedure with Session cache

I have a unit test where I am mocking an Integration Procedure that invokes an HTTP callout. HttpResponse res = new HttpResponse(); // ... IntegrationProcedureServiceTest.setMockHttpResponse(res) ...
jordan.baucke's user avatar
1 vote
1 answer
37 views

Can you Subquery Based on a Lookup Field?

I have a relationship between Census Members and Quoted Plan Rate Breakout records based on a lookup field. My subquery is failing. In SOQL are you able to subquery records based on a look-up field, ...
Jon Licht's user avatar
0 votes
1 answer
50 views

Invalid bind expression type of ANY for column of type Id

I have a callable Apex Class with the queryWithBinds method. global with sharing class OmniRemoteAction implements Callable { public Object call(String action, Map<String,Object> args){ ...
Ara Manansala's user avatar
0 votes
0 answers
76 views

Customer Community accessing OWD: Private records not in Sharing Set with Data Raptor

I have an Experience Cloud Site with users with a Customer Community license. We are using Vlocity Data Raptors to load data. We have records that are OWD, External: Private However, some records we ...
jordan.baucke's user avatar
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0 answers
63 views

Salesforce Vlocity, how can I calculate child product quantity based on parent product quantity?

This I want to calculate the child product quantity based on the parent quantity and it should look something like this: Test case: Let's take parent quantity is 1. Upon adding child product, default ...
Stojchesky's user avatar
1 vote
1 answer
138 views

Error: cpqCartSummaryContainer RangeError: Maximum call stack size exceeded

as we're on an older version of Vlocity we had to do a manual upgrade from Spring 23 to Winter 24. I made all the deployment steps based on Salesforce Help but am now running into an error for which I ...
Max's user avatar
  • 11
0 votes
0 answers
120 views

OmniStudioDataRaptor: Id of type reference has invalid value

Through a dataraptor load, I am trying to create a person account then use its PersonContactId field on upserting an AccountRelationship record. However, I am getting this error below. ["...
Ara Manansala's user avatar
0 votes
0 answers
41 views

Vlocity/Salesforce Industries Cloud: Product Attribute of type Lookup?

Is it supported to create an Attribute of type "Lookup" in Salesforce Industries CPQ? I see that for example, Picklists, text and number are supported but i don't see Lookup to be supported. ...
Giorgos Galaios's user avatar
0 votes
0 answers
36 views

Salesforce Industry Cloud (E&U) - Contract Term on Product

Does Salesofrce Industry Cloud (Energy & Utilities Module) have anything related to Contract Term on Product level? It seems to me that when you sell services such as Electricity and/or Gas, ...
Giorgos Galaios's user avatar
0 votes
0 answers
54 views

Salesforce Industry Cloud (E&U) - Contracts object use

In Salesforce Energy & Utilities Data Model, there is the "Contract" object. If Contract Lifecycle Management (CLM) is not used, is there any reason why to use Contracts? It seems to me ...
Giorgos Galaios's user avatar
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0 answers
24 views

Vlocity Interaction Launcher - VF Page called from Verify button

I am using Vlocity Launch Interaction for a Healthcare application. Upon IVR call connection, agent verifies the caller details and clicks the OOTB Verify button. Upon Inspect element, I am seeing a ...
SFDCRookie's user avatar
0 votes
1 answer
563 views

Vlocity Data Raptor - CONCAT Function Issue

I'm trying to concatenate values extracted from a JSON using a Data Raptor transform formula, the JSON file looks like this with the exception that it has hundreds of data values { "Info": [...
Excelsson's user avatar
0 votes
2 answers
422 views

Is this transformation even possible using an Dataraptor?

Ive tried and failed so now just wanting to confirm with those that know better - is this transformation even possible using a Transform Dataraptor (which Ive been asked to use), or do I just revert ...
CloudHugger's user avatar
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0 votes
1 answer
467 views

how to conditionally redirect to another omniscript?

Assume I have omniscripts a,b and c. They are all contain a single step each. I'd like to create a user experience where starting at omniscript a, depending on a selection made the user would be ...
CloudHugger's user avatar
  • 1,729
-1 votes
1 answer
516 views

How to find the count of character in the Text Area Field in OmniScrpt salesforce

I want to get the count of character in the Text Area Field using omniscript in salesforce. COUNT(%TextArea1%)!='' I used the formula to get the count but unsuccessful.
Abdul Raheem's user avatar
1 vote
0 answers
530 views

How to pass DR extract query filter values dynamically to DR/IP when calling through action

I've a dataraptor which is querying multiple sobjects and in one of the query, there's an offset filter There's also a formula in the DR, which gives the next offset value and this value is being ...
viswanadh vissu's user avatar
0 votes
0 answers
27 views

Unable to activate Fulfilment Designer from XOM Administration

I am trying to activate the Fulfilment Designer from the Vlocity XOM Administration. Although I have enabled the profile for the Fulfilment Designer app, enabled LWS and given the visibilty for the ...
Federico Amici's user avatar
0 votes
0 answers
516 views

Data in text block is not showing as designed (as table)

Design: Preview: I have designed the data in a tabular format in text block of omniscript but in the preview section or real time it is showing as random texts. as like images. Please provide a ...
Goku. JR .junior's user avatar
1 vote
0 answers
890 views

This omniscript is either inactive or has been replaced

I am uploading onminscripts with vlocity build, they are activated but at the moment of executing them I get the following message: this is my job file: In SF they are active, I only receive the ...
Jair Ignacio Gonzalez Gayosso's user avatar
0 votes
0 answers
224 views

OmniOut + localhost:4002 error

Premise: I want to host my Omniscripts in a third-party CMS system but before that I have to demo that I can display my Omniscripts even on localhost. I followed this and this. My node version is 14....
user43598's user avatar
  • 457
0 votes
1 answer
678 views

Is it possible to create several Edit Blocks that Add, Edit, and Delete Records within one Omniscript?

I`m facing the issue trying to create the second Edit Block within one Omniscript. Prerequisites: The Name of an element in Omniscript can`t be used twice. The Edit Label in the Edit Block Properties ...
Anastasiia's user avatar
1 vote
0 answers
283 views

How to lookup Calculation Matrix without Calculation Procedure

How can i lookup data from a Calculation Matrix without making a Calculation Procedure? I have already tried using this Apex class called: vlocity_cmt.DefaultPricingMatrixLookupImplementation. The ...
Theodoor's user avatar
  • 441
0 votes
1 answer
714 views

Vlocity Ins package vlocity_ins:DML currently not allowed An unexpected error has occurred. Your solution provider has been notified. (vlocity_ins)

We have the Salesforce Omnistudio Vlocity Insurance package in Custom Run time. When we are opening the Omniscripts tab, we are getting the below error. Not sure why this is happening.
Ashwin Kumar's user avatar
0 votes
1 answer
2k views

How to use dynamic query within Vlocity Dataraptor Extract Action?

Requirement : create a dynamic query that accepts multiple params (from input fields in Step) each param is added in the WHERE clause and seperated by an AND statement if param is blank then it is ...
Parikhit Sarkar's user avatar
0 votes
1 answer
355 views

Deployment of Vlocity Insurance Product Configuration

Is there any way from where we can deploy Vlocity Insurance Industry components like Vlocity Attributes Category, Vlocity Attributes, Child Products (Coverage Spec/Insured Party/Insured Item), root ...
Abhishek Mavani's user avatar
0 votes
0 answers
84 views

Salesforce DR error

Hey I'm getting this DR error while on the Omni-script. this is happening after deactivating and activating the Omni-Script. I'm trying to figure out the root cause of the issue, but it does not look ...
Ian Lee's user avatar
  • 117
1 vote
1 answer
1k views

Can we get Custom label in Omniscript

I have created a custom label. I need to get a custom label in the Omniscript. can we do that in the Omniscript? or do we need any other method to pass a custom label to the Omniscript? Or do we need ...
Goku. JR .junior's user avatar
0 votes
1 answer
572 views

How to filter dates in dataraptor using literal dates

How can I make this work? or how to filter the date by a range?
Eduardo Secolin's user avatar
1 vote
1 answer
434 views

How can Install Vlocity DataPack (Explore & Checkout using Digital Commerce LWC)

I need to install Vlocity Data Pack "Explore & Checkout using Digital Commerce LWC" but when i click next button to install it, it gives me "Import Error & Invalid Data". ...
M_E's user avatar
  • 11
0 votes
0 answers
112 views

Unable to add textboxes inside a type ahead block in order

I have a type ahead address block which is inside an edit block. When I try to add some input textboxes inside the address block, they don't appear in order i.e. the address search typeahead1 appears ...
Divy Muffin's user avatar
0 votes
0 answers
753 views

No valid data returned. check that mapping have valid field names error in DataRatpor Vlocity

Getting error "No valid data returned. check that mapping have valid field names" in extract dataraptor when there is no result returned. When we have records then it returns in proper JSON ...
Vinit Mehta's user avatar
2 votes
1 answer
634 views

Fetch user selected Picklist value from flex card

I have picklists in flex card, where user can select Product attribute values. I am only able to see the updated value inside the flex card. I want to store the user selected value in a variable and ...
Avin Babu Pattathy's user avatar
2 votes
0 answers
516 views

How to add an event listener in a flexcard to store the selected values in a variable?

I have a flexcard as shown in the image. There is a picklist and I want to store the selected value in some variable/JSON. Would be great help if someone gives their insight on how to record these on-...
prabanch nath's user avatar
1 vote
1 answer
2k views

Select (dropdown) control in omniscript does not show real data or shows cached data

I have a select control(dropdown) in omniscript to show list of certain users with below properties. Option Source: Custom Source: Apexclass.methodname. Where 'methodname' is the method in apex class ...
Venkat's user avatar
  • 11
3 votes
0 answers
268 views

How to Pass data from Flexcard to call API

I was doing scenario using flexcard, the scenario is to display Order line items in flexcard with a configure button to update product attributes. I have displayed products in flexcard.Now, I have to ...
Avin Babu Pattathy's user avatar
0 votes
1 answer
590 views

Vlocity (Communications Cloud): set product attribute programmaticaly from Apex

Is there a way to properly set an attribute value on an object in Communications cloud? Assume we've got an attribute called 'Color' on the Product2 object. As for now, I only see the option to set ...
RangeTrooper's user avatar
0 votes
1 answer
711 views

Total list overview of vlocity_cmt__GeneralSettings__c values

For the use and correct configuration of the Vlocity CMT package I am looking for the total list of all the possible settings of the vlocity_cmt__GeneralSettings__c custom setting. Are there more? ...
Theodoor's user avatar
  • 441
0 votes
0 answers
921 views

OmniScript LWC embedded in FlexCard

I have an Omniscript (named "filesFileUploadEnglish") that I have embedded inside of a FlexCard (named documentManager) using the "Custom LWC" element in the FlexCard. I have set ...
BenBates's user avatar
  • 201
0 votes
2 answers
1k views

Omnistudio - Omniscript - PDF Action and PDF Template

We are trying to get a list of accounts records using a DR in omniscript. Is it possible to dynamically display account records dynamically using the PDF Action and PDF template? For example, if I ...
Ryan K's user avatar
  • 1
0 votes
1 answer
4k views

How to pass data from FlexCard to Omniscript?

I have an Omniscript with a FlexCard (custom LWC) inside. How could I get data from this FlexCard to the Omniscript? I didn't find any doc about it.
Cline's user avatar
  • 111
3 votes
0 answers
413 views

Recalculate formula field in unit test code

While trying to recalculate a formula field "cross-object" i came across this weird error. Code to reproduce: Product2 product = new Product2( ProductCode = 'CODE1', // ...
Theodoor's user avatar
  • 441
2 votes
1 answer
2k views

How to use the result of an Integration Procedure in a Condition View?

I´m trying to use a Set Errors, in which I want it to appear if the result of the Integration Procedure is Null, but when I set it in the Conditional View, it didn´t works even if the result of the IP ...
José's user avatar
  • 21
1 vote
1 answer
204 views

Passing artifact name for Vlocity deployment validations

This is for Vlocity deployment using Github Actions. Scenario: In the code repo I have made a minor change in my Omniscript and I want to validate this change before I deploy. Following is the yml ...
SanJay's user avatar
  • 11
1 vote
0 answers
795 views

Fields in a Block of a Step disappears while designing an Omniscript

I'm working on a Omni Scripts (Vlocity). I'm designing a screen flow where I have Asset Mgmt Quote, Tax, Doc Request, Sales, Pricing etc., screens. These screens are set by the record Id of the ...
Vicky Vignesh's user avatar
2 votes
1 answer
3k views

Communication from embedded Custom LWC to parent FlexCard

We have a requirement in which we embed a custom LWC into a Vlocity FlexCard. We can communicate from Parent FlexCard to embedded child custom LWC. But couldn't figure out how to communicate back from ...
Anu Appukuttan's user avatar
0 votes
2 answers
7k views

LWC Extend Omniscript Elements

I am trying to understand how to work with the Omniscript elements and extend their functionality. There is very limited info from Salesforce. Anyone worked with these requirements before?
JSONDerulo's user avatar