omnistudio flexcard datatable json

Guri Bee

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19-10-2024

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Mastering Omnistudio Flexcards: Building Dynamic Data Tables with JSON

Omnistudio Flexcards offer a powerful way to create engaging and interactive user experiences within Salesforce. One of the most versatile features is the ability to dynamically display data using JSON-powered data tables. This article explores how to build these tables effectively, focusing on best practices and real-world examples.

Understanding the Power of JSON

JSON (JavaScript Object Notation) provides a lightweight and human-readable format for data exchange. It allows you to structure data in a hierarchical way, making it ideal for representing complex information. In the context of Flexcards, JSON enables you to:

• Fetch data from various sources: Integrate data from Salesforce objects, external APIs, or even custom logic.
• Structure data dynamically: Define column headings, data types, and even custom styling based on your specific requirements.
• Enhance user interactivity: Enable sorting, filtering, and pagination for a seamless data exploration experience.

Building your JSON Structure: A Step-by-Step Guide

Let's break down the process of creating a JSON structure for a data table within your Flexcard.

1. Define your data:

• Source: Determine the source of your data. This could be a Salesforce object like "Account," a custom Apex class returning data, or even an external API call.
• Fields: Identify the specific fields you want to display in your table. For example, if your data source is "Account," you might want to display "Name," "Industry," and "Phone."

2. Structure your JSON:

Your JSON structure will typically follow this format:

{
  "columns": [
    {
      "label": "Name",
      "field": "Name",
      "type": "text"
    },
    {
      "label": "Industry",
      "field": "Industry",
      "type": "text"
    },
    {
      "label": "Phone",
      "field": "Phone",
      "type": "phone"
    }
  ],
  "data": [
    {
      "Name": "Acme Corporation",
      "Industry": "Technology",
      "Phone": "(555) 123-4567"
    },
    {
      "Name": "Global Enterprises",
      "Industry": "Finance",
      "Phone": "(555) 890-1234"
    }
  ]
}

• columns: An array defining the structure of each column in the table.
  • label: The displayed header name of the column.
  • field: The name of the field from your data source that will be displayed.
  • type: Specifies the data type of the column (e.g., "text", "number", "date", "phone").
• data: An array containing the actual data for each row in the table.

3. Integrating into Flexcards:

You can use the LightningDataTable component within your Flexcard to render the data table. The data property of this component should reference the JSON structure you just created.

Example: Displaying Account Data

Let's illustrate with a simple example of displaying Account data in a Flexcard data table:

{
  "columns": [
    {
      "label": "Account Name",
      "field": "Name",
      "type": "text"
    },
    {
      "label": "Industry",
      "field": "Industry",
      "type": "text"
    },
    {
      "label": "Annual Revenue",
      "field": "AnnualRevenue",
      "type": "number",
      "format": "currency"
    }
  ],
  "data": [
    // ... your Account data fetched from Salesforce
  ]
}

Adding Interactivity with JSON

The beauty of JSON is its flexibility. You can extend the structure to incorporate features like sorting, filtering, and pagination:

{
  "columns": [
    // ... your column definitions
  ],
  "data": [
    // ... your data 
  ],
  "sorting": {
    "defaultSortColumn": "Name",
    "defaultSortDirection": "asc" 
  },
  "filtering": {
    "filterableColumns": [
      "Name",
      "Industry"
    ]
  },
  "pagination": {
    "pageSize": 10
  }
}

By incorporating these elements into your JSON, you empower users to interact with the data in a dynamic and intuitive way.

Further Enhancements:

• Conditional Formatting: Use JSON to apply custom styling based on data values.
• Custom Actions: Define actions within your JSON to perform specific operations based on row selection.
• Error Handling: Include error messages within your JSON to inform users in case of data fetching issues.

Key Takeaways:

• JSON provides a versatile way to structure data for dynamic data tables within Omnistudio Flexcards.
• By defining columns, data, and optional features like sorting and filtering, you can create engaging and interactive experiences.
• Leverage the power of JSON to enhance your Flexcards with custom actions, conditional formatting, and error handling.

This comprehensive guide helps you unleash the full potential of JSON within your Omnistudio Flexcard development. With a clear understanding of its capabilities, you can create compelling and data-driven interfaces that empower your users and drive better outcomes.