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Save Form Data to an Application Record
Create Omnistudio Data Mappers to save data from completed Omniscript forms to a business license application or other record in Public Sector (formerly Public Sector Solutions).
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To create Omniscript forms: | OmniStudio Admin |
| To create Omnistudio Data Mappers: | OmniStudio Admin |
Map the data submitted in Omniscript application forms to Salesforce objects such as Business License Application or Individual Application. Then you can use business automation, approval processes, Business Rules Engine, Decision Explainer, and other features in Public Sector to review and approve them.
To save data from submitted Omniscript forms to Salesforce objects, first create a load Data Mapper to update the relevant objects with the data. Then, add a Data Mapper Post Action to your Omniscript form to write the data to the objects using the load Data Mapper.
- In the Omnistudio app, select Omnistudio Data Mappers from the app navigation menu and then click New.
-
Enter these details.
- For Data Mapper Interface Name, enter Save to Business License Applications.
- For Interface Type, select Load.
- For Input Type, select JSON.
- For Output Type, select sObject.
- Click Save, and then click Add Object.
- Select BusinessLicenseApplication.
- Click Fields.
-
(Optional) Paste your Omniscript JSON into the Input JSON panel. To copy the JSON, go
to the Omniscript form and click Preview. On the Data JSON tab,
click
.
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On the BusinessLicenseApplication tab, click
.
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Map input JSON paths from the Omniscript to the domain object (Business License
Application) fields.
Omnistudio saves your work automatically.
When you’re done, tell your Omniscript form to update the business license applications using a Data Mapper Post Action element.
- Select Omniscripts from the app navigation menu and then select an inactive Omniscript application form from the list view.
- From the Build panel, drag the Data Mapper Post Action element to the bottom of the Omniscript canvas.
- In the properties panel, for Data Mapper Interface, select Save to Business License Applications.
