Omniscripts Select Element

Enable users to select from a dropdown by adding a Select element to your Omniscript. Users can enter text to filter the options. Omnistudio pulls the options from an Apex class and method or from a Salesforce object.

1. In Option Source, select the source of the options:
   • Manual: (Default) Manually enter value and label pairs.
   • Custom: Enter the Apex class and method that returns the options. Use the format ClassName.method. See Populating Picklist Values in Omniscript Inputs from Apex.
   • SObject: Retrieves the picklist values from the Salesforce object and field. Use the format ObjectAPIName.FieldAPIName.
2. If you select a manual option source, for each option follow these steps:
   1. Click Add Option.
   2. Enter the Value and visible Label.
   3. (Optional) Check Use as Default Value to make the option selected by default.
   4. (Optional) Check Auto Advance to advance the user to the next step when they click this option.
   

   Note

   For best performance, Salesforce recommends that you add ten or fewer options.

3. If you select Custom as an Option Source, in the Source, enter the name of a method to call on a class in the format class.method.
4. If you select SObject as an Option Source, in the Source, enter the name of a field on an object in the format SObject.field.
5. (Optional) To display options based on the selection of another value, configure Controlling Field Type by following these steps:
   1. To define the source of the controlling field by retrieving picklist options from an Apex class, select Custom.
   2. To define the source of the controlling field by retrieving dependent picklist values from a Salesforce object, select SObject.
   3. In Controlling Field Source, enter an Apex class.
      The Controlling Field Property on a Select Element can display Select Field Values based on the selection of another value from a Controlling Select field. Both the controlling and dependent fields must pull their field values from a field in Salesforce using the sObject property and those fields must have a Field Dependency setup between one another via Salesforce Field Dependency feature.
   4. In Controlling Field Element, enter an Omniscript element name.
6. For additional properties, see Common Omniscript Element Properties.
7. Activate the Omniscript for the Select elements to function properly in the Preview mode.