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Create Dynamic Application and Intake Forms Using Omniscript
Create guided application and intake forms for Public Sector (formerly Public Sector Solutions) constituents that ask questions based on previous responses.
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To create Omniscript forms: | OmniStudio Admin |
Omniscript, part of the Omnistudio suite of automation services, components, and objects, lets you create complex, dynamic web forms with little or no code. Simply drag interactive elements from a Build panel onto an Omniscript canvas, arrange them as desired, and configure properties that define how the element shows, what it does, and how it works. Elements can include a wide array of question input types as well as Omnistudio Data Mappers, which draw on data from your Public Sector org, and other actions and functions. Omniscripts can even include other Omniscripts. Use Omniscripts to create guided user experiences including application and intake forms for licenses, permits, services, benefits, and grants.
Here’s an example of how to create an Omniscript form that conditionally shows a question based on an applicant's response to a previous question.
- From the App Launcher, find and select Omnistudio.
- From the app navigation menu, select Omniscripts.
- Click New.
- Enter a Name, Type, Language, and Subtype for the Omniscript.
- Expand Step 1 and drag a Radio element from the Inputs section of the Build panel onto the page. Name it BusinessLegalStructure.
- In the Properties panel, for Field Label, enter What is your business’s legal structure?.
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Under Options, add these value-label pairs.
Value Label Corporation Corporation Nonprofit Not for profit Partnership Partnership Unknown I don’t know - Drag a Formula element onto the page and name it exprShowBusinessLegalStructureCorporationType.
- In the Properties panel, for Expression, enter CONTAINS(%BusinessLegalStructure%, "Corporation").
- Drag a Radio element onto the page and name it BusinessLegalStructureCorporationType.
- In the Properties panel, under Conditional View, select Show element if true and define the condition exprShowBusinessLegalStructureCorporationType is Equal To true.
- Preview your form.
