--- schema_version: "1" id: 7e5e2d8e363838d9e66b8b3c988ca8ddf10e7c648988a7bf1fadd75ae2ac4684 title: Advanced Configuration for Omniscript Form Elements (Managed Package) collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/os_advanced_configuration_for_omniscript_form_elements.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.os_advanced_configuration_for_omniscript_form_elements.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 40644bf32886f0bcdc0ae5102865274ee497d19e1eea176eefbdbffddb8e49da description: For the managed package runtime, this section tells you how to work with elements that enable users to input information, search for record information, select options, create records, edit records, and delete records. products: - Omnistudio release: "264" --- # Advanced Configuration for Omniscript Form Elements (Managed Package) For the managed package runtime, this section tells you how to work with elements that enable users to input information, search for record information, select options, create records, edit records, and delete records. ![Managed Package app icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-omnistudio_for_managed_packages-264-0-0-production-enus/aa2554ec-624a-4ee6-8da4-6435670e6e62/resources-global/_corporate/images/managedpackageicon.png) This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see [Omnistudio Help](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_standard.htm&language=en_US). For information on all Omniscript elements, see [Omniscript Element Reference (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_omniscript_element_reference.htm&release=264.0.0&type=5 "For the managed package runtime, this guide contains explanations of the different elements that can be added to an Omniscript, such as Omnistudio Data Mapper actions. Each element uses an extendable Lightning web component or customizable HTML template. There are separate templates used for Lightning Player and Classic Player. Classic Player is no longer supported, however, Classic templates for Summer 17 and v15 are still available."). - **[Access Omniscript Data JSON with Merge Fields (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_access_omniscript_data_json_with_merge_fields.htm&release=264.0.0&type=5)** For the managed package runtime, enable Omniscript elements and element properties to access data JSON using merge fields. A merge field is a variable that references the value of a JSON node. For example, if a JSON node is `"FirstName": "John"`, then the merge field `%FirstName%` returns `John`. - **[Add Options for Selects, Multi-Selects, and Radio Buttons (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_add_options_for_selectsmulti_selectsand_radio_buttons.htm&release=264.0.0&type=5)** For the managed package runtime, to add options for Select, Multi-Select, and Radio Button elements, go to the **Options** section of the element properties and click **\+ Add New Option**. If no values are defined for a Select element, an Undefined Value is returned. - **[Set Date and Time Ranges (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_set_date_and_time_ranges.htm&release=264.0.0&type=5)** For the managed package runtime, the Date, Date/Time, and Time elements enable users to input dates and times into an Omniscript form. Each element has different properties that enable you to present a selectable range of dates or times to the User. - **[Tie a Picklist to Salesforce (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_tie_a_picklist_to_salesforce.htm&release=264.0.0&type=5)** For the managed package runtime, using Vlocity Omniscript, you can dynamically populate a Select, Multi-Select, or Radio element with values from a picklist in your Salesforce org, or using a custom Apex class. - **[Populating Picklist Values From Apex (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_populating_picklist_values_from_apex.htm&release=264.0.0&type=5)** For the managed package runtime, you can populate Select, Multi-select, and Radio elements from an Apex class that implements Callable and Vlocity Open Interface. The values for the element are obtained during the Omniscript's activation. - **[Populating Dependent Picklist Values with Apex (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_populating_dependent_picklist_values_with_apex.htm&release=264.0.0&type=5)** For the managed package runtime, you can populate Select, Multi-select, and Radio elements from a Callable implementation. The values for the element are obtained during the Omniscript's activation. - **[Lookup Element (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_lookup_element.htm&release=264.0.0&type=5)** For the managed package runtime, run a query using text input to retrieve Salesforce data using the Lookup element. The retrieved data is returned in Value/Label pairs and becomes available for selection in a dropdown list. - **[Working with Lookup Query Configurations (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_working_with_lookup_query_configurations.htm&release=264.0.0&type=5)** For the managed package runtime, when using the Lookup Element in Omniscript, the filtering of results is performed by the Lookup Query Configuration properties section. There are three main types of queries that can be built using this the Lookup Query Configuration properties section: AND join, OR join, and Deep query. - **[Access to Data Within and Outside a Repeatable Block (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_evaluating_elements_in_repeatable_blocks.htm&release=264.0.0&type=5)** For the managed package runtime, suppose you place an element in a repeatable block (a Block or an Edit Block) and you want to access data that is calculated in a different element. The method that you use to access the data depends on whether the element containing the data is within or outside the same repeatable block in the Omniscript. Review guidelines and examples for the Formula element and for the Select element, which is used to add a dependent picklist to an Omniscript. - **[Using the Rich Text Editor in the Vlocity Omniscript Designer (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_using_the_rich_text_editor_in_the_vlocity_omniscript_designer.htm&release=264.0.0&type=5)** For the managed package runtime, the Text Block and horizontal mode Instructions use a Rich Text Editor to display HTML in an Omniscript. #### See Also - [Controlling Field Property (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_controlling_field_property_1.htm&release=264.0.0&type=5 "For the managed package runtime, the Controlling Field Property on a Select Element can display Select Field Values based on the selection of another value from a Controlling Select field.")