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, each element has it’s own distinctive properties. But all requires entering a Name and Field Label.

• Setup Panel – configure script-wide settings