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            Manage Disclosure Questionnaire Information in Discovery Framework

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            Manage Disclosure Questionnaire Information in Discovery Framework

            Use Discovery Framework to import and export disclosure questions. Then generate documents based on the questions and the document template as part of an Omniscript guided interaction flow.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            Permission Set Needed
            To create questionnaire and Omnistudio form: Omnistudio Admin
            To enable discovery framework: Customize Application

            Discovery Framework is compatible with only Omnistudio standard objects (Omnistudio Spring '22 and later releases).

            For more information, see Manage Every Aspect of Questionnaire-Driven Information Collection.

            1. Enable the Discovery Framework feature setting. See Enable Discovery Framework.
            2. To create questions and question versions at the same time, enable Enhanced Questions in the Discovery Framework settings. See Configure Question Creation Settings.
            3. To give access to metadata APIs so that you can import and export assessment questions, assessment question sets, and assessment question versions, enable Import or Export in the Discovery Framework settings. See Configure Import or Export Settings.
            4. Create disclosure assessment questions. See Create Questions.
            5. Assign questions to the assessment question set.

              Question sets simplify reuse of questions across contexts. See Assign Questions to Question Sets.

            6. To collect responses from users, create and activate a form using Omnistudio. See Create a Form.

              Note the Type, SubType, Language, and Version of the active Omniscript. A combination of these values separated by underscores is used as the Omniscript configuration API name.

            7. Assign interest tags to disclosure assessment questions so that users can search for reusable data when filling out the disclosure questionnaire. See Assign Interest Tags to Records.

            See Also

             
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