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            Activate the Change of Circumstances Integration Procedures

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            Activate the Change of Circumstances Integration Procedures

            Activate the Integration Procedure that the change of circumstances Omniscript uses when an incomplete application is returned to a constituent. Then, activate the Integration Procedures that the change of circumstances flow uses to add, fetch, or update information.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To edit and activate Integration Procedures: OmniStudio Admin

            Activate the Integration Procedure to Modify Returned Change of Circumstances Applications

            The ChangeOfCircumstances/ModifyReturnedIndividualApplication Integration Procedure modifies a change of circumstances application that’s returned to a constituent so that they can provide additional details and supporting documents. It deletes existing document checklist items and creates new document checklist items. It also creates a new assessment and uses a remote action to save application data to the Assessment and Assessment Question Response objects. Confirm that the remote action is properly configured, and then activate the Integration Procedure.

            1. From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
            2. Make note of the namespace prefix for the Omnistudio package.
            3. From the App Launcher, find and select Omnistudio Integration Procedures.
            4. Expand ChangeOfCircumstances/ModifyReturnedIndividualApplication, and then select ModifyReturnedIndividualApplication (Version 1).
            5. In the Structure panel, select Save-Responses.
            6. In the Properties panel, confirm that Remote Class is <Omnistudio-namspace-prefix>.StoreResponses. If necessary, edit it to include the namespace prefix for your installed Omnistudio package.
            7. In the Structure panel, select Procedure Configuration.
            8. Save your changes, and then activate the version.

            Activate the Integration Procedures for the Change of Circumstances Flow

            1. From the App Launcher, find and select Omnistudio Integration Procedures.
            2. Expand ChangeOfCircumstances/GetHouseHoldMemberDetailsByHeadOfHouseholdId, and then select GetHouseHoldMemberDetailsByHeadOfHouseholdId (Version 1) .
            3. In the Structure panel, select Procedure Configuration.
            4. Click Activate Version.
            5. Repeat the steps to activate these Integration Procedures. If you customized them, make sure that you activate the correct version.
              • ChangeOfCircumstances/GetHouseholdIncomeList - GetHouseholdIncomeList (Version 1)
              • ChangeOfCircumstances/UpdateHouseholdIncomeList - UpdateHouseholdIncomeList (Version 1)
              • ChangeOfCircumstances/CreateIndividualApplicationAndRelatedRecords - CreateIndividualApplicationAndRelatedRecords (Version 1)
             
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