To invoke an IP (Integration Procedure) inside an Edit block when we perform certain DML actions like Create, Update or Delete, that can be achieved using the following steps.
1) Create an Omniscript, and add an Edit block inside it.
2) Configure the required number of fields inside the Edit Block. For our example, we have taken a simple account creation with Name, Phone and Website fields.
3) Add the necessary IP actions inside the Edit Block (To perform a series of actions when a record is being added, edited or deleted). In the below example, we have added three IP actions -
One for New (Create),
One for Edit (Update) and
One for Delete.
4) To invoke an IP on adding a new record inside an edit block, configure the IP action element name as - (Edit Block Element Name)-New.
Note: (Remember - The Edit Block is identifying which IP action to trigger purely based on the name of the element. So, follow naming as “(Element Name)-New” . OR “New”- which may become generic. So, better use “(Edit Block Element Name)-New”.
Inside the IP, we can have DR Post to create the date and other series of desired actions like calling an API after a record creation etc.
Below is an example for creating a new record.
When a create action is performed (when we add new data to the edit block), the edit block automatically identifies that it is a new record creation and calls the “New IP” and passes the data that has to be inserted.
5) Similarly, to invoke an IP on editing a record inside an edit block, configure the IP action element name as - (Edit Block Element Name)-Edit.
The record data which is to be updated is passed to IP, where in IP we can have DR Post and other series of desired actions like calling an API after a record is updated.
When an edit action is performed on a record (when we edit an existing record inside the edit block), you can notice in the below example, the edit block calls the Edit IP and passes the data that is to be updated.
6) Same way, to invoke an IP on deleting a record inside an edit block, configure the IP action element name as - (Edit Block Element Name)-Delete.
The record data which has to be deleted is passed to IP, where in IP we can have Delete action and other series of desired actions like calling an API after a record is deleted.
When a delete action is performed on a record (when an existing record is deleted inside an edit block), you can notice the below example, the edit block calls the Delete IP and passes the data that is to be deleted.
References:
Is the SL_account IP inbuilt or you have created it?