OmniScript Fundamentals

OmniScript allows a user to walk through a guided path for completing a business process where the underlying backend can be from retrieving or posting data to Salesforce or any third party systems.

Some use cases:

  • Multi-step signed up forms
  • Self-service pages for customer to troubleshoot issues.
  • Multi-step Insurance and product quoting

Key Features

  • OmniScript designer has a drag and drop interface, a bit similar to what we have for FlexCard designer
  • Can be used on any channel
  • Modular architecture
    • frontend – stylesheets
    • backend – data
    • metadata structure – JSON
  • Display data from multiple data source – using action elements that call APIs, Integration Procedures that can pull data from Salesforce or 3rd party systems.
  • Rebrand OmniScripts – use Lightning Design System or Newport Design System to customise and style the look and feel.
  • Manage signed documents – manage and create dynamic documents

OmniStudio OmniScript Designer

Creating a new OmniScript. Go to the OmniScript Designer Tab from the OmniStudio app. Then click on New button from the list view.

Fill in the value for following fields:

  • Name
  • Language
  • Type
  • SubType
  • Description
  • LWC Enabled Omniscript

Broke down the designer into sections:

  • Header – get information about the Omniscript like Name, Type, SubType, Version etc.. similar to FlexCard you can toggle between Design and Preview, create a new version and deactivate.
    • additonally you can download/export the omniscript datapack
    • edit the settings
    • get how to launch instructions
  • Navigation Panel – access the actions, steps and step elements, switch to different views – slide and tree view.
  • Canvas – build the scripts by dragging elements to the canvas, adjust the column grid, delete and clone elements, switch between themes. toggle conditional elements
  • Build Panel – drag and drop element(s) from the build panel to the canvas
    • Actions – used for getting/saving data, calculation and sending emails etc.
    • Display – text and images to enhance UI
    • Functions – perform calculations, show conditional messages and provide geolocation
    • Groups – grouping elements together in the UI
    • Inputs – for data capture/input
    • OmniScripts – reusable omniscripts
  • Properties Panel – configure each element detail
  • Setup Panel – configure script-wide settings

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