For the managed package runtime, enable users to save and resume Omniscripts by using Omniscript's Save Options property. Users can bookmark links, launch a saved instance from an object page, or email the link. Configure custom URLs to resume saved Omniscript instances in different domains. For example, a customer can initiate an Omniscript inside of a Community, and then a customer service representative can resume the Omniscript inside of the Service Console.
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
- Restrictions and Limitations for Save and Resume (Managed Package)
For the managed package runtime, restrictions and limitations exist for saving and resuming Omniscripts. Some configurations do not support save and resume. Some users are not allowed to perform save and resume, and some users require certain permissions to use the feature. - Configure Save Options (Managed Package)
For the managed package runtime, enable your users to save and resume Omniscripts by configuring the save for later functionality. - Map Saved Instance URLs to Custom Fields (Managed Package)
For the managed package runtime, configure where a saved Omniscript instance launches in Salesforce by mapping URLs to custom fields on the Saved Omniscript object. - Customize the Save for Later Error Message (Managed Package)
For the managed package runtime, exclusive to LWC Omniscripts, create custom error messages with the error handling framework. - Conditionally Display Elements in Saved Omniscripts for Different User Profiles (Managed Package)
For the managed package runtime, beginning with Vlocity Spring '18, a user's saved Omniscript instance can be opened by another user. - View In-Progress and Completed Omniscripts (Managed Package)
For the managed package runtime, enable users to view in-progress Omniscripts that have been saved for later by using Visualforce pages and the Vlocity Omniscript Workbench. - Specify a Resume Link in a Visualforce Page (Managed Package)
For the managed package runtime, users can create a VisualForce page that specifies the custom URL used for Save and Resume.