Creating Steps in an Omniscript (Managed Package)

For the managed package runtime, when creating the structure for an Omniscript, Steps should be used to create each "page" of the form. Users can navigate through Steps using Next and Previous buttons. You can enable field validation for a Step, which means that all required fields on the Step must be completed in order to move forward. Conditionally display elements by applying conditional views to steps. This enables you to create one Omniscript that offers different experiences based on the user's responses.

1. From the Visual Designer, expand the Group section located under the Available Components.
2. Drag a Step element into the Structure.
3. Enter a name for the Element.
   

   Note

   The Element Name must be unique and cannot contain the following characters:

   • single quotes (')

   • double quotes (")

   • pipe (|)

   • colon (:)

   • percent sign (%)

   • spaces

4. In the Label field, enter a display name for the Step.
5. Check Validation Required if all required fields contained in the step must be entered before the user is permitted to go to the next step. Refer to Common Omniscript Element Properties Definitions for information on additional fields.
6. To add elements inside the step, see Adding Elements to a Step (Managed Package).