Loading
Ongoing maintenance for Salesforce HelpRead More
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          When to Use Omniscript Edit Blocks and Blocks

          When to Use Omniscript Edit Blocks and Blocks

          To decide when to use edit blocks and blocks, check if you need to limit repeating the block, directly modify sObjects, show fields when the block is collapsed, display the block in different layouts, or use the custom LWC element.

          Omnistudio offers a few block types that meet different needs based on the data that must be grouped together. Edit blocks and blocks are two such types that offer the flexibility you need to structure information in an Omniscript. They both group sets of fields or records and can repeat for however many records there are. They both support extensions to standard Omniscript elements.

          Here are some key considerations based on various features and their availability or behavior in each block.

          Limit Records

          Blocks have a parameter that allows you to limit how many repeats you can have of that block. Edit blocks don’t have this capability. However, you can enforce this capability with messaging, formulas, and set errors elements with either block type.

          Link to SObjects

          Edit blocks allow you to link the recordset directly to an SObject, allowing you to directly modify data in that object while using the edit block. Blocks don't have this capability.

          Fields Shown on Collapse

          Edit blocks allow you to have different modes of how the record looks in a collapsed mode and allows you to choose fields to display when collapsed. Blocks don't show any fields when collapsed, only its label.

          LWC Modes

          Edit blocks have various LWC modes that can be used to change the look and feel of the cards. For instance, use the Cards mode to show information in a square-shaped card and the LongCards mode to show it in a rectangular card. Learn more about modes in the LWC Modes section in Configure an Edit Block in Omniscripts.

           
          Loading
          Salesforce Help | Article