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            Clone and Activate the Fee Reversal Service Process Omniscript

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            3. Financial Services Cloud Admin Guide

            Clone and Activate the Fee Reversal Service Process Omniscript

            Clone and activate the FSC/FeeReversal OmniScript. The OmniScript gives your users a guided path for completing the address update request intake process of the address update service process. Use the OmniScript as it is, or customize it to meet the needs of your business. Create and add a custom label to customize the name that shows in the action launcher.

            Required Editions

            User Permissions Needed
            To set up Fee Reversal service process:

            Industries Service Process, Industry Service Excellence, and OmniStudio

            Case and Service Catalog Request objects Read, Create, Edit, Delete, View All Records

            AND

            Financial Services Cloud Extension

            OR

            Financial Services Cloud Basic

            OR

            Financial Services Cloud Standard
            To use Fee Reversal service process:

            Industries Service Process, Industry Service Excellence, and OmniStudio

            Case, and Service Catalog Request Items objects: Read, Create, Edit, Delete

            AND

            Financial Services Cloud Extension

            OR

            Financial Services Cloud Basic

            OR

            Financial Services Cloud Standard
            1. From the App Launcher, find and select OmniStudio.
            2. In the OmniStudio app, from the navigation bar, select OmniScripts.
              It can take a little time for the OmniScripts app to show.
            3. Select FSC/FeeReversal.
            4. Create New Version.
            5. Click Activate Version.

            See Also

             
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