---
schema_version: "1"
id: 9ca46c81305e25b5301ab9237199689d9456e51af11349931fbcc8a85294f2fd
title: Build Application Forms with OmniStudio
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ac_build_application_forms_with_omnistudio.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ac_build_application_forms_with_omnistudio.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 68d4d99b3d526b5036cc11f85ff61beb8d56dd268f34ec8677d5dede731afcd4
description: Use OmniStudio with Admissions Connect to create application forms for your applicant portal. Plus, use flows to assign Action Plan Templates to applications.
products:
  - Education
release: "264"
---
# Build Application Forms with OmniStudio

Use OmniStudio with Admissions Connect to create application forms for your applicant portal. Plus, use flows to assign Action Plan Templates to applications.

- **[Get Familiar with Omnistudio](https://help.salesforce.com/s/articleView?id=sfdo.ac_build_application_forms_with_omnistudio.htm&release=264.0.0&type=5)**  
    Before you start using Omnistudio, we recommend that you take some time to learn the basics. Here are some resources to get you started.
- **[Get Users Started with OmniStudio](https://help.salesforce.com/s/articleView?id=sfdo.ac_build_application_forms_with_omnistudio.htm&release=264.0.0&type=5)**  
    There are a few steps to complete before Admissions Connect users can use OmniStudio.
- **[Create Applications with OmniStudio](https://help.salesforce.com/s/articleView?id=sfdo.ac_build_application_forms_with_omnistudio.htm&release=264.0.0&type=5)**  
    To create applications with OmniStudio, download, activate, and add the sample application form to your applicant community. You can then customize the form to meet your needs.
- **[Create and Update Profiles and Permissions](https://help.salesforce.com/s/articleView?id=sfdo.ac_build_application_forms_with_omnistudio.htm&release=264.0.0&type=5)**  
    Now that you have the component in your application portal, create and update the following profiles and permissions.
- **[Update Permissions for the Sample Application Form](https://help.salesforce.com/s/articleView?id=sfdo.ac_build_application_forms_with_omnistudio.htm&release=264.0.0&type=5)**  
    Update the object and field permissions for the following objects.
- **[Assign Action Plans Assignments to OmniStudio Applications Forms](https://help.salesforce.com/s/articleView?id=sfdo.ac_build_application_forms_with_omnistudio.htm&release=264.0.0&type=5)**  
    After you create an application form with OmniStudio, use a flow to assign Action Plan Assignments based on the information that applicants enter into the form. We provide a sample flow to get you started. The sample flow associates the following Action Plan Templates to an Application.

## Get Familiar with Omnistudio

Before you start using Omnistudio, we recommend that you take some time to learn the basics. Here are some resources to get you started.

- [Trailhead: Omnistudio Basics](https://trailhead.salesforce.com/content/learn/modules/omnistudio-basics)
- [OmniStudio Documentation](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_standard.htm&type=5&language=en_US)

## Get Users Started with OmniStudio

There are a few steps to complete before Admissions Connect users can use OmniStudio.

1. [Install the OmniStudio package](https://help.salesforce.com/s/articleView?id=xcloud.os_install_or_upgrade_the_omnistudio_package.htm&type=5&language=en_US).
2. [Assign OmniStudio permission sets to users](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_permission_sets_licenses.htm&type=5&language=en_US).
3. If you installed Admissions Connect version 1.16 or earlier, complete these additional steps.
    
    1. From the [Admissions Connect Flow Installer](https://install.salesforce.org/products/admissions-connect/latest/sample-flows), install the Sample: Action Plan Assignments flow.
    2. [Install Admissions Connect](https://install.salesforce.org/products/admissions-connect/latest) in a sandbox, and then use a [change set](https://help.salesforce.com/s/articleview?id=platform.changesets.htm&type=5) to move the following files into production.
        
        - AdmissionsConnectApplicationForm.json
        - AdmissionsConnectApplicationImage.png

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/images/icon_note.png)

Note To test OmniStudio in an existing sandbox, either refresh the sandbox to add OmniStudio licenses to the sandbox, or [match production and sandbox licenses without a sandbox refresh](https://help.salesforce.com/s/articleview?id=000335272&type=1).

## Create Applications with OmniStudio

To create applications with OmniStudio, download, activate, and add the sample application form to your applicant community. You can then customize the form to meet your needs.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/images/icon_important.png)

Important Confirm with your Salesforce admin that you have access to OmniStudio.

### Import the OmniStudio DataPack

To help you get started building application forms, we provide an OmniStudio DataPack. It includes a sample application form that you can customize.

1. From Setup, in the Quick Find box, enter Static Resources, and then select **Static Resources**.
2. Click **AdmissionsConnectApplicationForm**.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/images/icon_tip.png)
    
    Tip If you don't see the static resource file, install it.
3. Right-click **View File** and select **Save Link As** to download the file to your computer.
4. From the App Launcher ![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/resources-product/images/app_launcher_icon.png), search for and select **OmniStudio**. Make sure that OmniScripts is active in the navigation menu.
5. Click **Import**, select the file that you downloaded, and then click **Next**.
6. In the list of components to be imported, ignore any errors and leave everything selected. Click **Next**.
7. Review the selections and click **Next**.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/images/icon_important.png)
    
    Important We recommend that you don't activate the components until you're familiar with OmniStudio and have reviewed and modified the components. For more details, see [Activate DataPack OmniScripts and Integration Procedures](https://help.salesforce.com/s/articleview?id=ind.psc_activate_os_ip.htm&type=5) in Salesforce Help.
8. Click **Activate Now**.
9. Deselect **Admissions Connect Application Form** (you activate the form later) and then click **Next**.
10. Click **Done**.

### Activate the OmniScript Application Form

1. From the App Launcher ![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/resources-product/images/app_launcher_icon.png), search for and select **OmniStudio**.
2. In the Navigation Menu, make sure that **OmniScripts** is active.
3. Open the **Admissions Connect Application Form**. It might take longer to open the first time.
4. Click **Activate Version** and then click **Done**.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/images/icon_note.png)

Note Because the sample application form is based on an Application, you can use one of your own test applications to populate the form. In the OmniScript Designer, go to preview mode and enter an Application ID into the Context ID field.

### Add the OmniScript to Your Application Portal

Activating the OmniScript creates the **Form/Application/English** Lightning Web Component. Add this component to your application portal.

1. From Setup, in the Quick Find box, search for and select **All Sites**.
2. Next to ApplicantPortalAccelerator, click **Builder**.
3. From the page selection menu, click **Application** and then select **Application Detail**.
4. From the page variation selection menu, select **Application Detail New**.
5. Remove the **Rich Content Editor** component from the page.
6. In the components menu, drag **Form/Application/English** into the Content section.
7. Select **Publish** and then click **Publish** to confirm.

## Create and Update Profiles and Permissions

Now that you have the component in your application portal, create and update the following profiles and permissions.

### Create a Profile for OmniScript Digital Experience Users

1. From Setup, in the Quick Find box, search for and select **Profiles**.
2. Click **Customer Community Plus User**.
3. Click **Clone**.
4. In the Name field, enter Digital Experience (Community).
5. Save your changes.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/images/icon_note.png)

Note If you get an error stating that this name already exists, you can move to the next section without saving.

### Update User Profiles

After you create the Digital Experience (Community) profile, assign the profile to users with Customer Community Plus licenses.

1. From Setup, in the Quick Find box, enter Users, and then select **All Users**.
2. Click a user.
3. Click **Edit** and then change Profile to **Digital Experience (Community)**.
4. Save your changes.

### Update the Digital Experiences Sharing Set

1. From Setup, in the Quick Find box, enter Digital Experiences, and then select **Settings**.
2. Under Sharing Sets, next to Applicant Portal Accelerator Sharing Set, click **Edit**.
3. Under Select Profiles, add **Digital Experience (Community)** to Selected Profiles.
4. Save your changes.

### Update System Permissions

1. From Setup, in the Quick Find box, search for and select **Profiles**.
2. Click **Digital Experience (Community)**.
3. Click **System Permissions** and then click **Edit**.
4. Select **Enables consumers and partners to execute OmniScripts, DRs, Cards through a Community or off platform**.
5. Save your changes.

## Update Permissions for the Sample Application Form

Update the object and field permissions for the following objects.

### Update Contact Languages Settings

1. From Setup, in the Quick Find box, search for and select **Profiles**.
2. Click **Digital Experience (Community)**.
3. Click **Object Settings**.
4. Click **Contact Languages** and then click **Edit**.
5. For Object Permissions, select **Read**, **Create**, and **Edit**.
6. Save your changes.

### Update Contacts Settings

1. From Setup, in the Quick Find box, search for and select **Profiles**.
2. Click **Digital Experience (Community)**.
3. Click **Object Settings**.
4. Click **Contacts** and then click **Edit**.
5. Under Field Permissions, select **Edit** for these fields:
    
    - Date Deceased
    - Deceased
    - Former Last Name
6. Save your changes.

### Update Relationship Settings

1. From Setup, in the Quick Find box, search for and select **Profiles**.
2. Click **Digital Experience (Community)**.
3. Click **Object Settings**.
4. Click **Relationships** and then click **Edit**.
5. For Object Permissions, select **Read**, **Create**, and **Edit**.
6. Under Field Permissions, select **Edit** for these fields:
    
    - Emergency Contact
    - Related Contact
    - Type
7. Save your changes.

### Update Education History Settings

1. From Setup, in the Quick Find box, search for and select **Profiles**.
2. Click **Digital Experience (Community)**.
3. Click **Object Settings**.
4. Click **Education History** and then click **Edit**.
5. For Object Permissions, select **Read**, **Create**, and **Edit**.
6. Under Field Permissions, select **Edit** for these fields:
    
    - Contact
    - Credits Earned
    - Degree Earned
    - Details
    - End Date
    - GPA
    - Graduation Date
    - Start Date
7. Save your changes.

### Update Tests Settings

1. From Setup, in the Quick Find box, search for and select **Profiles**.
2. Click **Digital Experience (Community)**.
3. Click **Object Settings**.
4. Click **Tests** and then click **Edit**.
5. For Object Permissions, select **Read**, **Create**, and **Edit**.
6. Under Field Permissions, select **Edit** for these fields:
    
    - Contact
    - Credits Earned
    - Test Date
    - Test Type
7. Save your changes.

### Update Test Scores Settings

1. From Setup, in the Quick Find box, search for and select **Profiles**.
2. Click **Digital Experience (Community)**.
3. Click **Object Settings**.
4. Click **Test Scores** and then click **Edit**.
5. For Object Permissions, select **Read**, **Create**, and **Edit**.
6. Under Field Permissions, select **Edit** for these fields:
    
    - Letter Score
    - Percentile
    - Score
    - Status
    - Subject Area
    - Test
7. Save your changes.

### Update Languages Settings

1. From Setup, in the Quick Find box, search for and select **Profiles**.
2. Click **Digital Experience (Community)**.
3. Click **Object Settings**.
4. Click **Languages** and then click **Edit**.
5. For Object Permissions, select **Read**, **Create**, and **Edit**.
6. Under Field Permissions, confirm that **Edit** is selected for the Language Name field.
7. Save your changes.

## Assign Action Plans Assignments to OmniStudio Applications Forms

After you create an application form with OmniStudio, use a flow to assign Action Plan Assignments based on the information that applicants enter into the form. We provide a sample flow to get you started. The sample flow associates the following Action Plan Templates to an Application.

For details about these Action Plan Templates, see [Quick Start Asset Reference List](https://help.salesforce.com/s/articleView?id=sfdo.ac_requirements_sample.htm&release=264.0.0&type=5 "Admissions Connect provides sample assets to help you get started with Action Plans and other configurations. Modify these assets to work for your institution, or clone them for a quick start. Here’s a list of the sample assets we provide.").

- Sample: Core Application
- Sample: Test Scores

To access the sample flow:

1. From Setup, in the Quick Find box, enter Flows, and then select **Flows**.
2. Look for Sample: Action Plan Assignments. If you don't see the sample flow, [install it](https://install.salesforce.org/products/admissions-connect/latest/sample-flows).

This sample flow demonstrates one approach to implementing automation for Action Plans. We recommend that you don't edit the sample flows directly and that you leave them inactive. Instead, create a flow and look in the Template tab for the sample flow that you want to start from. You can also open a sample flow and click **Save As** to create a flow. For more information, see [Flows](https://help.salesforce.com/articleview?id=flow.htm) in Salesforce Help.