Configure optional settings for your Omniscript in the Setup panel of the Omniscript Designer, such as making your Omniscript reusable or enabling logging.
Default Setup Properties
Default setup properties apply to your entire Omniscript and aren’t included in each element’s properties.
After updating or configuring Omniscripts, allow 15–20 minutes for updates to appear, even after clearing your cache. If you see any errors or if old versions load, contact Salesforce support to enable the Template API setting. This helps updates show up faster and more reliably.
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Default Setup Property |
Description |
Task Documentation |
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Enable reusable |
If checked, enables the Omniscript to be embedded in another Omniscript. |
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Enable SEO |
Makes your Omniscript's URL available to search engines. |
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Set the currency code |
Overrides the default currency by configuring the currency code field. By default, Omniscript uses the org default currency in single-currency orgs and the user's currency in multi-currency orgs. |
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Fetch picklist values at script load |
If selected, enables picklist values to be retrieved at script load. If deselected, picklists are fetched at design time. Sometimes, the Omniscript can’t retrieve the picklist values because it reached the Apex CPU limits. In that case, deselect the checkbox and reactivate the Omniscript. If you later add more values, deactivate and reactivate the Omniscript to refresh the data. |
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Seed data JSON |
Enables the Omniscript to be seeded with JSON data on launch. The property
doesn’t allow for referencing other data with the
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Enable unload warning |
Triggers a Leave Site? warning when reloading, navigating away, or closing the window. |
None available |
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Enable logging metrics |
Sends data to Salesforce about which Omniscript elements are used at runtime. The data doesn't include hidden actions and steps, and it doesn't collect user data. |
None available |
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Enable logging metrics for hidden actions and steps |
Sends data to Salesforce about which Omniscript hidden actions and steps are used at runtime. The data doesn't collect user data. By default, the property isn't selected due to possible decreased performance. |
None available |
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Set the console tab title and icon |
Applies text and an icon to the console tab where the Omniscript is embedded. These settings apply only if the Omniscript owns the entire tab or subtab. They aren't used if the Omniscript is embedded on a page with other components. |
None available |
Setup Properties
Setup property sections include sets of properties that apply to a specific configuration, such as displaying Knowledge Base articles in your Omniscript.
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Setup Property |
Description |
Task Documentation |
|---|---|---|
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Step Chart Options |
Hide the step chart or choose where to display it relative to your Omniscript. |
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Cancel Options |
Enable cancel functionality and configure how the cancel behavior executes. |
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Save Options |
Enable users to save an Omniscript for later use. |
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Knowledge Options |
Enable Knowledge Articles to be displayed in or alongside your Omniscript. |
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Error Messages |
Set a default error message or simplify error messages for users. |
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Messaging Framework |
Pass information using Pub/Sub, windowPostMessage, and Session Storage. |
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Styling Options |
Customize the design of your Omniscript using custom style sheets, design tokens, and a scroll animation. |