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            Add the Sample OmniScript to the Assessment Record Page Layout

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            3. Financial Services Cloud Admin Guide

            Add the Sample OmniScript to the Assessment Record Page Layout

            Add the sample FSC_Onboarding OmniScript to the Assessment record page layout, so that your users can launch the OmniScript from the Assessment record page. The sample OmniScript provides your users a guided experience through the onboarding process.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have the Financial Services Cloud enabled
            User Permissions Needed
            To add an OmniScript to a record page: Customize Application

            Before you begin:

            • Go to Setup and then under OmniStudio Settings turn off Managed Package Runtime.
            • If the sample FSC_Onboarding OmniScript is deactivated, activate the OmniScript. See Activate and Deploy OmniScripts.

            From the Lightning App Builder, add the standard OmniScript component to a Lightning record page. You can add multiple OmniScript components to a record page.

            1. On an Assessment record page, from the Setup menu, click Edit Page.
            2. From the Tabs component properties, click Add Tab.
            3. Customize a tab by clicking it in the properties pane.
              You can select a different standard label, or click Custom and enter a tab name. For example, Assessments.
            4. To add an OmniScript component to a tab, go to the canvas, select the tab, and then drag the OmniScript component from the Standard section to the space directly below the tab.
              When you add the OmniScript component, the first active OmniScript is added to the page. The component shows up on the canvas as a placeholder, and the Type and Subtype fields are filled from the first active OmniScript.
            5. For Type. select FSC.
            6. For SubType, select Onboarding.
            7. If you added more than one OmniScript component to the tab, to modify the component's visibility by adding filters, set Component Visibility.
              For example, if you created multiple assessments for multiple products, you can add an OmniScript component for each assessment and make them visible on the Assessments tab based on the Assessment Type field value. When you define one or more filters and set the filter logic for a component, the component is hidden until the filter logic criteria are met. For more information on how to map an Application Form to an Assessment Type, see Set Up Decision Matrices to Map an Application Form to an Assessment Type.
            8. Save your changes.
             
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