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            Configure the Benefit Recertification Flow Available to Constituents

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            Configure the Benefit Recertification Flow Available to Constituents

            The Benefit Recertification Flow custom setting determines the Omniscript guided flow that’s available to constituents on your benefit assistance site when they use the Recertify action in the Pending Recertification list view. Update the custom setting and specify the type, subtype, and name of the Omniscript.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To edit custom settings: Customize Application
            To access the Benefit Recertification Flow custom setting: Program and Benefit Management Access
            1. From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
            2. For Benefit Recertification Flow, click Manage.
            3. To specify the custom setting data for the first time, click New. To edit existing data, click Edit.
            4. Specify these details about the Omniscript.
              • For Type, enter Recertification.
              • For Subtype, enter Application.
              • For Language, enter English.
            5. Save your changes.

            Enable access to the Benefit Recertification Flow custom setting in the profile that you’re using for your Experience Cloud site users.

            See Also

             
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