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            Customize the Co-Applicant Application

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Customize the Co-Applicant Application

            Customize the Role picklist values on the co-applicant screen. Use Apex Class to remove the picklist value Primary.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To set up Digital Lending:

            Digital Lending permission set
            1. Create an apex file that retrieves the roles from the Applicant.Role picklist.
              1. In Setup, in the Quick Find box, enter Apex Classes, and then select Apex Classes.
              2. Click New.
              3. Enter the Apex Class.
                The Apex class returns all Role values except Primary Applicant.
                global with sharing class CoApplicantRoles implements Callable
{
    // Dispatch actual methods
   public Object call(String action, Map<String, Object> args) {
       
       Map<String, Object> input = (Map<String, Object>)args.get('input');
       Map<String, Object> output = (Map<String, Object>)args.get('output');
       Map<String, Object> options = (Map<String, Object>)args.get('options');

       return invokeMethod(action, input, output, options);
   }

    private Object invokeMethod(String methodName, Map<String, Object> inputMap, Map<String, Object> outMap, Map<String, Object> options) 
    {
        if(methodName.equals('getCoApplicantRoles')) {
            // this returns the applicant roles
            return GetCoApplicantRoles(inputMap, outMap);
        }   

        return null;
    }
     
    /**
     * Get applicant role, excluding Primary Applicant value
     * @param inputMap input 
     * @param outputMap output from Apex
     * @return outputMap output from Apex to IP
     */
    public Object getCoApplicantRoles(Map<String, Object> inputMap, Map<String, Object> outputMap) {
        List<Map<String, Object>> optionList = new List<Map<String, Object>>();
        
        for (PicklistValueInfo role : [SELECT Label,value FROM PicklistValueInfo WHERE EntityParticle.EntityDefinition.QualifiedApiName = 'Applicant' AND EntityParticle.DeveloperName = 'Role' and isActive = true]) {
            if (!'Primary Applicant'.equals(role.Value)) {
                Map<String, Object> option = new Map<String, Object>();
                option.put('name', role.Value);
                option.put('value', role.Label);
                optionList.add(option);
            }
        }
        outputMap.put('options', optionList);
        return optionList;
    }
}
              4. Save your changes.
            2. Update the DigitalLendingAdditionalApplicants OmniScript.
              1. In App Launcher, select OmniStudio, and then select OmniScripts.
              2. Click DigitalLendingAdditionalApplicants.
              3. Click New Version.
              4. Expand AdditionalApplicants step.
              5. Click $standardLabel.DigitalLendingAdditionalApplicants.Role.
              6. In the Properties panel, select Custom for Option Source.
              7. In the Source field, enter CoApplicantRoles.getCoApplicantRoles.
              8. Click Activate Version.
                When you activate a new version of an OmniScript, the active version is automatically used in place of the non-active versions.

            See Also

             
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