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Add the Custom Number Generator to an OmniScript

Add the Custom Number Generator to an OmniScript

Use an OmniScript to add the custom policy numbering to your policy creation experience.

  1. Drag a Remote Action onto the Structure panel.
  2. In Remote Class, enter UniqueIdGeneratorService.
  3. In Remote Method, enter generateUniqueId.
  4. Under Remote Options, click Add New Key/Value Pair.
  5. In the first field, enter ObjectId.
  6. In the second field, enter the ID for the object type you selected in step 7 of the task above.

    For example, for policy numbers, enter %assetId%.

  7. Add another key/value pair as follows:
    • First field: ObjectSetting

    • Second field: Account

The OmniScript can now generate numbers as you specified anytime a user steps through it.

 
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Salesforce Help | Article