For the managed package runtime, each Step element in an Omniscript presents a page to the user that prompts for input or displays information. For navigation, all Steps except the first have a Next button, and all except the last have a Previous button.
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
You can drag any Omniscript element into a Step except a child Omniscript or another Step. An action element in a Step renders as a button that performs the action when clicked.
Whether fields are required or validated isn't set at the Step level, but in the properties for the elements within the Step. However, if a required field has no value or a field fails validation, the user can't proceed to the next Step.
Step Properties
Steps have the common properties Name and Field Label, plus Knowledge Options, Error Messages, Messaging Framework properties, and the Conditional View property Show Element If True.
The following table describes general properties unique to Step elements. All these properties are optional.
| Property | Description |
|---|---|
| Chart Label | Label for the Step in the Step Chart, which lists all the Steps and shows which Step the user is in. If no Chart Label is specified, the Field Label is used. |
| Instruction | Explains to the user what to do in the Step. Supports merge fields, rich text, and images. |
| Allow Save for Later | Displays the Save for later button on the page if checked, which is the default. |
The following table describes Button Properties for Step elements. All these properties are optional.
| Property | Description |
|---|---|
| Previous Label | Label for the Previous button. The default is Previous. |
| Next Label | Label for the Next button. The default is Next. You can change it to a value such as Add to Cart or Place Order. |
| Previous Width, Next Width | Width of the button on the page, with a range of 1-12. The default is 3. |
| Save Label | Label for the Save for Later button. The default is Save for later. |
| Save Message | Label for the Save for Later confirmation prompt. The default is Are you sure you want to save it for later? |