Create a new version of the prebuilt Omniscript,
CollectionsRequestDirectDebitForCollectionPlans, set the submit status values for the collection
plan status and actionable list member status.
Required Editions
| User Permissions Needed |
| To customize the prebuilt Omniscript: |
OmniStudio Admin |
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From the App Launcher, find and select OmniScripts.
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Click the prebuilt OmniScript
CollectionsRequestDirectDebitForCollectionPlans.
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Click New Version.
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Select the Set Values action, SetDebitRequestDetails.
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Go to the Set Values Properties section, and click
SubmitStatus.
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Enter a status value, and save the changes. For example, enter
Submitted.
When a collections specialist submits a direct debit request, the collection plan status
value will be updated with the value that you set here.
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In the Set Values Properties section, and click
ActionableListMemberStatus.
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Enter a status value, and save the changes. For example, enter
Submitted.
When a collections specialist submits a direct debit request, the actionable list member
status value will be updated with the value that you set here.
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Click Activate.
