Manage Records with an Edit Block

Create, edit, and delete multiple Salesforce or external records on one page using Edit Block. For example, if you're collecting an Account's Contact information, you can add an Edit Block to your Omniscript to enable users to add a record for each Contact.

You can add other types of elements to an Edit Block, such as Formulas and Actions. For a complete list, see Compatible Elements in Configure an Edit Block in Omniscripts.

Note You can't nest Edit Blocks within other Edit Blocks, and you can add only one level of Block inside an Edit Block. Also, Edit Blocks don’t support the Custom LWC Element.

In addition to this, these elements are supported inside an edit block. However, you can't toggle their visibility on the initial Omniscript screen via the Elements Inside Edit Block edit block property.

• Image
• Block
• File
• Disclosure
• Line Break
• Text Block
• Radio Group
• Type Ahead Block

1. From the elements panel, drag an Edit Block to the canvas.
2. Click the Edit Block's Enable Edit Mode icon.
3. From the elements panel, drag the elements you need into the Edit Block.
   For example, for a Phone field, drag a Telephone element into the Edit Block.
   

   Note An Edit Block with an Edit Block Mode of Table can have up to six elements, or columns. Including more than six elements makes the columns small and uneven, resulting in odd word wrapping.
4. Where applicable, name the elements to match the field names.
   For example, for a Phone field, change the Telephone element's Name property from the Telephone1 default to Phone.

• Configure an Edit Block in Omniscripts
  Edit Blocks enable a user to add and edit multiple entries in a single array. For example, you can use an Edit Block to list and edit an Account's list of Contacts. Edit Blocks are repeatable blocks by default. Prefilling repeatable blocks with data is possible using an array format.
• Add, Edit, and Delete Records with Edit Block Actions
  Enable users to add, edit, and delete records by using Edit Block's default remote actions. To add custom functionality, configure additional actions.
• Display Sprites in an Edit Block
  Display Sprites to indicate information about an Edit Block record entry using the Default Svg Sprite and Default Svg Icon properties. For example, a User icon can indicate if the entry is a Contact record. Omnistudio supports the Lightning Design System icons. To dynamically display different sprites, map values of the SVG Controlling Element to SLDS icons in the SVG Controlling Element Map.
• Set a Select Mode in Edit Block
  Select modes enable users to change an Edit Block entry's boolean value in the data JSON by clicking on Edit Block entries.
• Work with Formulas in Edit Block
  Perform equations and combine strings by using Formula Elements. Place formulas within an Edit Block to access element values within a specific Edit Block entry. Place Formula outside of the Edit Block in the same Step to access an element value for all of the Edit Block entries.
• Overwrite Edit Block Values in Omniscripts
  Overwrite the number of children in an Edit Block in an Omniscript. You can also set the Edit Block's value to null in between steps.
• Override an Edit Block LWC in Omniscripts
  Apply custom code to an Edit Block by extending and overriding the Edit Block's lightning web components. Edit Blocks contain up to three LWC override fields based on the Edit Block's Edit mode.
• Edit Omniscript Block Properties
  This section contains information on the Edit Block properties.