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            Associate the Complaint Intake Omniscript to an Action Launcher Deployment

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            3. Financial Services Cloud Admin Guide

            Associate the Complaint Intake Omniscript to an Action Launcher Deployment

            The FSCComplaint/Intake Omniscript guides users in capturing a customer complaint.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled and Omnistudio Managed Package Runtime setting is disabled.
            User Permissions Needed
            To associate complaint intake Omniscript with an action launcher deployment:

            Omnistudio Admin

            AND

            Financial Services Cloud Extension OR FSC Service
            1. Configure an action launcher deployment for the Omniscript.
              Give your users quick access to the complaint intake form (Omniscript). If you have an existing action launcher deployment, add the complaint intake form to it.
              1. From Setup, in the Quick Find box, enter Action Launcher, and select Action Launcher.
              2. Click New Deployment, and give it a name.
              3. In Guidance to Show, select Omniscripts.
              4. In the Available Objects list, move Account to Selected Objects.
                The selected objects determine the objects where you can show the complaint intake form.
              5. In Select actions to add, select /FSCComplaint/Intake/Multi-Language.
                To see the Omniscript in the list, activate the Omniscript. If you created a unique Omniscript with a different name, select your customized Omniscript
              6. Next to the Omniscript, click the add icon.
              7. Save your changes.
            2. Add the Omniscript to the Person Account page.
              1. In Setup, go to Object Manager.
              2. In the Quick Find box, enter Account, and then select Account.
              3. Click Lightning Record Pages and select Account Record Page.
              4. Click Edit.
              5. In the Lightning App Builder, drag the Action Launcher component onto the record page.
              6. In the properties pane, select the action launcher deployment that contains the complaint intake Omniscript.
              7. Save your changes.

            See Also

             
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