Access Omnistudio Designer Components from the List View

View your Flexcards, Omniscripts, Integration Procedures, and Data Mappers on the list view pages, and open them in the standard designer. The list view page for the standard designer offers an enhanced user experience and better performance, when compared to the managed package designer.

With Summer '25, the standard designer is available by default. If you haven't upgraded to this version, you can enable the standard designer by toggling it on in Omnistudio Settings.

Note You can’t import and export Omnistudio components from the list page. Use Salesforce CLI instead.

1. After enabling the standard designer, remove any duplicate components in the App Launcher by hiding the duplicate tabs for the System Administrator profile.
   1. From Setup, in the Quick Find box, enter Profiles and select it.
   2. Edit the System Administrator profile.
   3. From Custom Tab Settings, select and hide the duplicate component tabs.
   4. Save your changes.
2. To launch a list view page, from the App Launcher, find and select your component.
   • Flexcards
   • Omniscripts
   • Data Mappers
   • Integration Procedures
   The list view shows a maximum of 2,000 records. To view records beyond the limit, search, sort, or filter records.
   The list view page shows the last modified version of each record.
3. Add and save filters to view only the records that meet your criteria.
   1. Click .
   2. Click Add Filter and set the filter criteria.
   3. To add logic to refine which records appear in your list view, click Filter Logic. To reference filters in your logic statement, use the number assigned to each filter.
   4. Save the filter.
   To load this view as the default list, pin the list view.
   The view is added to the list view dropdown list.
4. To search for a record, enter the search text in the list view search box.
   The search goes through only the first 2,000 records in the list. If you can’t find your record, try a more specific search or modify your filters or sorting.
5. To view all versions of a record, click Versions. Alternatively, you can click the dropdown at the end of a row and select Manage Versions.
   The list of all versions of the record appears. You can click the component version that you want to view and open it in its designer.
6. To create and customize your list views, click .
7. To open a record in the standard designer in a new tab, click the record in the list view.
   The list view shows all the components managed either by the standard designer or the managed package designer. Check the Managed Using Standard Designer column to determine which designer is used for managing a component.

   

   Note After you open a component in the standard designer, you can no longer edit it in the managed package designer. However, you can still reference it at runtime