Enable users to view in-progress Omniscripts that have been saved for later by using Visualforce pages and the Vlocity Omniscript Workbench.
Use prebuilt Visualforce pages for Accounts and Contacts, create custom Visualforce pages for additional records, or view all records in the Vlocity Omniscript Workbench.
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
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
View all Saved Omniscript instances by opening the Omniscript Workbench.
Display Saved Omniscript Instances on ObjectRecord Pages
Display saved Omniscript instances on an object record page by creating a Visualforce page and adding the component to the object's layout.
- Create a new Visualforce page.
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Copy and paste the following code into a new Visualforce page.
<apex:page standardStylesheets="false" showHeader="true" standardController="ObjectName" extensions="NS.PlatformVFPageControllerBase" sidebar="true" docType="html-5.0" > <NS:OmniScriptInstanceComponent standardController="{!stdController}"/> </apex:page> -
Replace these variables in the code with the appropriate values:
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ObjectName Enter the API name of the standard or custom object.
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NS : Enter the Namespace of the package. For more information, see View the Namespace and Version of Managed Packages.
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