Install the Warranty Parts Return template from Unified Catalog, connect its Product2
record to the intake OmniScript, and activate the service process.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer
Editions. |
| User Permissions Needed |
| To install a Unified Catalog template: |
Unified Catalog Admin AND Omnistudio Admin |
-
From the App Launcher, search for and select Unified Catalog.
-
Go to the Home tab, and then click
Templates.
-
Search for and open the Warranty Parts Return template.
-
Review the Install Template modal, and then click Install.
The modal includes an Associated Service Process Name field and
a Description field, both pre-filled, and a Deploy as
Active toggle. Unified Catalog creates a Product2 record for the service
process. In the Catalog dropdown, select the catalog that you want
this service process to belong to. If you need a new catalog, create it first from the
Catalogs tab of the Product Catalog Management app.
-
Open the Product2 record and copy its record ID from the URL.
-
From Setup, go to Omnistudio Settings, and then enable
Omnistudio Metadata.
-
From the App Launcher, search for and select
OmniScripts.
-
Open the multilingual Warranty Parts Return OmniScript, and then click New
Version in the top-right toolbar.
The OmniScript has Name WarrantyClaimsManagementPartsReturn, Type
WarrantyClaimsManagement, SubType PartsReturn, and Language Multi-Language. Click its name
to open it in OmniScript Designer. Don't use the row-level action menu, which offers only
Deactivate and Manage Version.
-
In the SetProductId Set Values element, set ProductId to the Product2 record ID that you
copied.
-
Save and activate the OmniScript version.
-
On the Warranty Parts Return Product2 record, open the Intake Form configuration step,
and then click Attach an existing form to attach the OmniScript
version.
-
Activate the Product2 record.
