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            Automatically Add Account Data to Application Forms

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            Automatically Add Account Data to Application Forms

            Speed constituents through application forms by automatically populating fields with data from their account and business profile 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

            To make business license applications easier for constituents to complete, link their applications to their account and business profile. Then, use Data Mappers to automatically populate application fields with relevant data, such as the business structure and tax ID number. For individual applications such as for permits or benefits, link applications to the person account record to populate application fields with data such as the constituent's address and contact details.

            Start by creating your Data Mappers: one that automatically creates an account for first-time applicants when they submit their application, and one creates a business profile. Create two other Data Mappers that extract account and business profile data for returning applicants. Then, add the Data Mappers to the Omniscript form.

            Create Omnistudio Data Mappers to Create an Account and Business Profile from an Application

            Create Data Mappers that automatically create an account and business profile for first-time applicants when they submit a business license application on your Experience Cloud site.

            1. In the Omnistudio app, select Data Mappers from the app navigation menu and then click New.
            2. Enter these details.
              1. For Data Mapper Interface Name, enter NewAccountfromApplication.
                Enter only alphanumeric values without spaces or underscores.
              2. For Interface Type, select Load.
              3. For Input Type, select JSON.
              4. For Output Type, select sObject.
            3. Click Save. The Data Mapper Desinger opens in a new window.
            4. To add an object, click the plus icon.
            5. Select Account.
            6. Click Fields.
            7. (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 A clipboard icon.
            8. Map input JSON paths from the Omniscript form to fields on the domain object (Account).
              Omnistudio saves the Data Mapper automatically.
            9. When you're done, repeat these steps to create a Data Mapper called New Business Profile from Application, and map the Omniscript JSON data to fields on the Business Profile domain object.

            Create Omnistudio Data Mappers to Get Account and Business Profile Data for Applications

            Create Data Mappers that populate business license application fields with account and business profile data for returning applicants.

            1. In the Omnistudio app, select Data Mappers from the app navigation menu and then click New.
            2. Enter these details.
              1. For Data Mapper Interface Name, enter GetAccountDataforApplications.
                Enter only alphanumeric values without spaces or underscores.
              2. For Interface Type, select Extract.
              3. For Input Type, select JSON.
              4. For Output Type, select JSON.
            3. Click Save. The Data Mapper Desinger opens in a new window.
            4. To add an extract step, click the plus icon.
            5. Define the initial extraction.
              1. From the list of Extraction Objects, select Account.
              2. For Extract Object Path, enter Account.
              3. For Filter, specify ID = InputId.
            6. On the Output tab, map the account fields that you want to extract to your Omniscript JSON. For help see Data Mapper Extract Output in the Omnistudio Help.
              Omnistudio saves the Data Mapper automatically.
            7. When you’re done, repeat these steps to create a Data Mapper called Get Business Profile Data for Applications, and map the Business Profile fields that you want to extract to your Omniscript JSON.

            Add the Omnistudio Data Mappers to an Omniscript Application Form

            Add a question to an Omniscript application to identify first-time applicants. Then, use the load Data Mappers to create an account and business profile for first-time applicants, and use the extract Data Mappers to add account and business profile data for returning applicants.

            1. In the Omnistudio app, select Omniscripts from the app navigation menu.
            2. Create or select an inactive Omniscript application form from the list view.
            3. Add or select a step to ask the applicant whether they've previously applied. Then, in the Build panel, expand the Inputs section and drag a Radio element to the step in the canvas.
            4. Specify the element's properties, including a Name and Field Label. For example, for Name, enter First-time Applicant and for Field Label enter Have you previously applied for a license for this business?
            5. Add two options for the element, one whose Value-Label pair is Yes, and one whose Value and Label are No.
            6. Add logic and elements to call your extract and load Data Mappers in the Omniscript.
              1. If the applicant selects Yes, use the Data Mapper Extract Action element to call the extract Data Mappers that populate application fields with data from the applicant's account and business profile. In the Properties panel of the Data Mapper Extract Action element, for Data Mapper Interface, select Get Account Data for Applications. Add a second Data Mapper Extract Action that calls Get Business Profile Data for Applications.
              2. If the license applicant selects No, use the Data Mapper Post Action element to call the load Data Mappers that create an account and business profile when the application is submitted. In the Properties panel of the Data Mapper Post Action element, for Data Mapper Interface, select New Account from Application. Add a second Data Mapper Post Action that calls New Business Profile from Application.

            Omnistudio saves the Omniscript automatically.

            See Also

             
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