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            Associate the Dispute Intake OmniScript to an Action Launcher Deployment

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            Associate the Dispute Intake OmniScript to an Action Launcher Deployment

            The FSC/TransactionDisputeManagement OmniScript guides users in capturing a customer dispute request. Service representatives can launch this Omniscript from the record details page of a person account to capture a dispute request.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To associate the dispute intake OmniScript to an action launcher deployment:

            OmniStudio Admin

            AND

            Financial Services Cloud Standard

            OR

            Financial Services Cloud Extension OR FSC Service
            1. Configure an action launcher deployment for the OmniScript.
              Give your users quick access to the dispute intake form (OmniScript). If you have an existing action launcher deployment, add the dispute intake form to it.
              1. From Setup, in the Quick Find box, enter Action Launcher, and select Action Launcher.
              2. Click New Deployment and give it a name.
              3. In Guidance to Show, select OmniScripts.
              4. In the Available Objects list, move Account to Selected Objects.
                The selected objects determine the objects where you can show the dispute intake form.
              5. In Select actions to add, select /FSC/TransactionDisputeManagement/English.
              6. Next to the OmniScript, click the add icon.
              7. Save your changes.
            2. Add the OmniScript to the Person Account page.
              1. In Setup, go to Object Manager.
              2. In the Quick Find box, enter Account, and then select Account.
              3. Click Lightning Record Pages and select Account Record Page.
              4. Click Edit.
              5. In the Lightning App Builder, drag the Action Launcher component onto the record page.
              6. In the properties pane, select the action launcher deployment that contains the dispute intake OmniScript.
              7. Save your changes.
             
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