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Use OmniScripts to Add and Modify Insured Items
Vlocity Insurance offers an out-of-the-box form your users can use to add and modify insured items on the Quote UI. However, this form isn't customizable. If you want to use your own styles or add functionality to these processes, you can create an OmniScript and hook up that OmniScript to the Quote UI.
Before You Begin
Before you start creating this OmniScript, take a look at the form Vlocity provides for adding and modifying insured items to quotes.
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On the Quote UI, open any quote.
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Click the Add Item button. The out-of-the-box form appears.
If this form fulfills your business needs, you can stop here.
To configure the Quote UI to run OmniScripts you've created to add insured items and insured parties to quotes, complete these tasks.
- Create an OmniScript to Add and Modify Insured Items
- Extend the insRecordEditor Lightning Web Component
- Update the insRecordEditor Class Name in the insQuote Lightning Web Component
- Set the Custom Attributes Process Option on Products
- Use Add Item or Add Party on the Quote UI
- Create an OmniScript to Add and Modify Insured Items
Create a Lightning web component-based OmniScript for your users to use when they add and modify insured items to quotes. - Extend the insRecordEditor Lightning Web Component
TheinsRecordEditorLightning web component is one of the Lightning web components the Quote UI uses to display the window for adding and modifying an insured item on a quote. To getinsRecordEditorto find and use the OmniScript that adds and modifies insured items, you need to extend this component. - Update the insRecordEditor Class Name in the insQuote Lightning Web Component
After you extend theinsRecordEditorLightning web component for use with the OmniScript, add the name of your extendedinsRecordEditorto theinsQuoteLightning web component HTML file. - Set the Custom Attributes Process Option on Products
Expose the Custom Attributes Process on the Products page (if it's not already available on the page). This option tells the Quote UI that it should use the OmniScript rather than the out-of-the-box form to add and modify insured items to a quote. - Use Add Item or Add Party on the Quote UI
After you create an OmniScript, extend Lightning web components, and set the Custom Attributes Process option on the Products page, a user can complete processes in the Quote UI.
