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.
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
Use prebuilt Visualforce pages for Accounts and Contacts, create custom Visualforce pages for additional records, or view all records in the Vlocity Omniscript Workbench.
If an Omniscript launches from the context of a Contact or Account record, you can view all in progress or completed Omniscripts for that specific Account or Contact under the Customer Story section.
Display Saved Omniscript Instances for Accounts and Contacts
Add the provided OmniScriptInstanceAccountPage Visualforce page to the Account layout or the OmniScriptInstanceContactPage to the Contact layout.
- Display Saved Omniscript Instances on ObjectRecord Pages (Managed Package)
For the managed package runtime, display saved Omniscript instances on an object record page by creating a Visualforce page and adding the component to the object's layout. - View All Saved Omniscript Instances (Managed Package)
For the managed package runtime, view all Saved Omniscript instances by opening the Vlocity Omniscript Workbench.