---
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title: Take Actions with Omniscripts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/os_take_actions_with_omniscripts.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.os_take_actions_with_omniscripts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: be582bc7bd047271949fd247a9f0a5adf5d3ff5838ae43180f81813e85b1c2ba
description: Besides getting, modifying, and writing data, Omniscripts can take other types of actions. Omniscripts can send messages to users or systems. Users can also provide input to the Omniscript or go to another page or site from an Omniscript. Users can also use DocuSign to sign documents electronically. You can automate decisions in Omniscripts with the Business Rules Engine. You can also extend Omniscript elements for custom behaviors.
products:
  - Omnistudio
release: "264"
---
# Take Actions with Omniscripts

Besides getting, modifying, and writing data, Omniscripts can take other types of actions. Omniscripts can send messages to users or systems. Users can also provide input to the Omniscript or go to another page or site from an Omniscript. Users can also use DocuSign to sign documents electronically. You can automate decisions in Omniscripts with the Business Rules Engine. You can also extend Omniscript elements for custom behaviors.

![Diagram that shows the types of Omnscript actions: User input, messaging, user navigation, DocuSign, Buiness Rules, and custom actions](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-omnistudio-264-0-0-production-enus/f526eaa8-ae05-487a-8944-4bb99b0b78ac/omnistudio/images/omniscript_action_types.png)

To give users help messages, you can add tooltips to elements or set an error message for an element, such as a step. Or use the [Set Error](https://help.salesforce.com/s/articleView?id=xcloud.os_set_errors_in_an_omniscript_19684.htm&release=264.0.0&type=5 "To handle potential end-user errors, add an error or validation message on one or more elements in a previous step based on conditions from future steps with the Set Errors element. For example, an email address isn't required during the initial step, but in a future step, the user states that they wish to be contacted by email. The Set Errors element runs after the step and returns the user to the initial step with custom error messages.") element when required information isn’t provided or a condition in a step isn’t provided. To communicate between an Omniscript and windows, Lightning web components, or other Omniscript elements, you can set up the [messaging framework](https://help.salesforce.com/s/articleView?id=xcloud.os_messaging_framework_11452.htm&release=264.0.0&type=5 "Communicate between an Omniscript, windows, Lightning web components, and Omniscript elements with window post messages, session storage messages, and PubSub messaging.").

A common type of Omniscript action is to go to another Omniscript, site, Knowledge article, Experience Cloud page, or Salesforce record or object with the [Navigate](https://help.salesforce.com/s/articleView?id=xcloud.os_navigate_action_12710.htm&release=264.0.0&type=5 "To open various Salesforce pages, apps, and resources from Omniscript, use the Navigate element.") element. Users can select to go to these and other pages, or you can have them happen automatically. You can use these for different purposes, such as confirming a record change or addition.

When configured with DocuSign, Omniscripts can open a PDF for a user’s signature and then send a signed document with the DocuSign Signature and DocuSign Envelope elements.

To check customer eligibility or automate decision making, you can use the Expression Set and Decision Matrix elements to use those existing components in the Business Rules Engine.

If the standard Omniscript actions don’t cover your needs, you can [extend an element](https://help.salesforce.com/s/articleView?id=xcloud.os_standard_customize_omnscript_elements.htm&release=264.0.0&type=5 "Add custom behavior and styling to an Omniscript element by extending the functionality of an Omniscript element. By extending the Omniscript component, you modify its properties and add new properties. Then, replace or override the Omniscript element's Lightning web component with the customized component in the designer to use the customized component at run time.") for custom behaviors.