FlexCards: The Easy Way To Create Lightning Web Components

FlexCards: The Easy Way To Create Lightning Web Components

Let me introduce you to OmniStudio FlexCards. Do you know what Lightning Web Components are? They are UI components you can use in Salesforce to make your interface awesome. They also enable you as a developer to properly build components.

FlexCards

With FlexCards you can build ‘without being a developer’. This way you can make your own custom Lightning Web Components (LWC). Find out everything you need to know.

My experience with FlexCards has been excellent since I started using them not too long ago. Let me tell you, it’s really easy. Our team just finished creating a list of FlexCards to replace a related list.

The related list used to be static. You cannot change much about it, other than which fields and which order.

However, with a FlexCard, you can make it as dynamic as you like. Create a record with a certain status that displays as a red field to draw the user’s attention? No problem.

Enhanced control

An example: for one of our clients I have just implemented a FlexCard to display a list of quotes in OmniScript. We needed a more fancy way of showing a data table. The default edit block in OmniScript was too limited.

We opted to integrate a FlexCard with a data table. This way we gained more control over the table style and column widths. As a result we could display more columns in the table.

Let me describe another example of how we use FlexCards. For a client project, we used it to add more dynamic logic to object pages.

For example, show the live stock information on an Account page. Do you want to show related information on your order object page? No problem with FlexCards.

Getting started

My advice would be to try using FlexCards if you have a need to create a custom LWC. It is not too hard. When you want to learn more about FlexCards, there are good modules on Trailhead to start learning. Especially when you already are using Salesforce Industries, Vlocity or OmniStudio: it comes within the package.

Just start today: try to build a FlexCard. In this article I just made a start on what’s possible with FlexCards. There are many more possibilities.

Also, FlexCards nicely integrates with DataRaptor and Integration Procedure to retrieve data from Salesforce or from outside, using APIs. You can also integrate with OmniScript. This one is special: you can integrate a FlexCard in an OmniScript, but you can also start an OmniScript from a FlexCard.

Tutorial on how to create your very first OmniStudio FlexCard

To wrap things up

In conclusion, FlexCards serve as an excellent resource for creating components without requiring development skills. You can utilize them in various scenarios, simplifying the process of developing personalized Lightning Web Components.

Theodoor van Donge

Tech Lead

Theodoor van Donge is bij CaseNine werkzaam als Tech lead. In deze hoedanigheid is verantwoordelijk voor diverse projecten bij klanten. Theodoor houdt zich niet alleen bezig met de daadwerkelijke ontwikkeling en implementatie, maar adviseert klanten ook op de gebieden van proces en strategie.