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Guidelines for Accessing Select Element Data in Repeatable Blocks (Managed Package)

For the managed package runtime, when you use a Select element within a repeatable block, review guidelines and examples for accessing data within or outside the same repeatable block. The Select element is used with Salesforce dependent picklists.

Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

Guidelines

In a repeatable block containing a Select element tied to a Salesforce dependent picklist, you use the dependent picklist element to access controlling picklist selections.

Guidelines for the controlling picklist element properties:

Property Configuration
Name We recommend indicating in the name that this property is tied to the controlling picklist.
Field Label The label that your users see.
Option Source Select SObject.
Source Indicate the picklist controlling field, separating the object and field names with a period.
Controlling Field Type Leave as None.

Guidelines for the dependent picklist element properties:

Property Configuration
Name We recommend indicating in the name that this property is tied to the controlling picklist.
Field Label The label that your users see.
Option Source Select SObject.
Source Indicate the picklist dependent field, separating the object and field names with a period.
Controlling Field Type Select SObject.
Controlling Field Source Indicate the picklist controlling field, separating the object and field names with a period.

Controlling Field Element

In the same repeatable block

 If the controlling field element is within the same repeatable block, enter BlockName|n:ElementName. Then, when the Omniscript runs, it accesses the named element in the current block.

Controlling Field Element

In a different repeatable block

 If the controlling field element (which references the controlling picklist) is in a different repeatable block, enter BlockName|1:ControllingFieldElementName (where the number after BlockName| is the block’s count in the Omniscript).
Example 3: Controlling and Dependent Picklists in the Same Block
Example 3: Controlling and Dependent Picklists in the Same Block In this example, the Building Permit and Work Type block contains Select elements for both the controlling picklist and the dependent picklist. The Building Permit and Work Type block is repeatable (1).
Omniscript design for a building permit application including a block element (1) containing Permit Type and Work Type dropdowns
In the properties for the Building Permit and Work Type block, Enable Repeat is selected.
Properties panel for the Building Permit and Work Type block, with Enable Repeat selected
In the properties for the Select element for the controlling picklist, the Option Source is SObject, the Source is the object name and field, and the Controlling Field Type is None.
Properties panel for the Permit Type element, which contains the controlling picklist
In the properties for the Select element for the dependent picklist, the Controlling Field Type is SObject instead of None. The Controlling Field Source is the object name and field. The Controlling Field Element property uses |n to reference the controlling picklist because the picklists are in the same block.
Properties panel for the Work Type element, which contains the dependent picklist
In Preview, the dependent picklist content depends on the user’s selection in the controlling picklist.
Preview of the building permit application form showing available selections in the Work Type dropdown when Commercial: Restaurant is selected in the Permit Type dropdown: Plumbing, Electrical, Framing, Waterproofing, Fire, Accessibility, Final
Example 4: Controlling and Dependent Picklists in Different Select Elements
Example 4: Controlling and Dependent Picklists in Different Select Elements In this example, the Select the Type of Work element contains the dependent picklist, which references the controlling picklist in the Select the Permit Type element. The Work Type block is repeatable (1).
Omniscript design for building permit application form with building permit type and work type dropdowns in separate Block elements; the Work Type block (1) is repeatable.
In the properties for the Work Type block, Enable Repeat is selected.
Properties panel for the Work Type block, with Enable Repeat selected
Properties for the Select the Permit Type element. It’s named PermitTypeControl to indicate that it contains the controlling picklist.
Properties panel for the Select the Permit Type element
Properties for the Select the Type of Work element. It’s named WorkTypeDependent to indicate that it contains the dependent picklist. The Controlling Field Type is SObject instead of None. The Controlling Field Source is the object name and field. The Controlling Field Element property references the controlling picklist element by specifying its location in the first block, Building Permit Type.
Properties panel for the Select the Type of Work element
Preview shows the controlling picklist selections.
Preview showing available selections in the Select the Permit Type dropdown: Commercial: Retail, Commercial: Restaurant, Commercial: Light Industrial
The dependent picklist content depends on the user’s selection in the controlling picklist.
Preview of the building permit application form showing available selections in the Work Type dropdown when Commercial: Retail is selected in the Permit Type dropdown: Plumbing, Electrical, Framing, Waterproofing, Fire, Accessibility, Final