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Discovery Framework and Assessments
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            Save Assessment Questions to an Omniscript Form

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            Save Assessment Questions to an Omniscript Form

            Create forms to collect information from customers, applicants, constituents, and other respondents. Discovery Framework uses Omnistudio, which provides a declarative way to create complex forms that use branching, rendering, and forking logic.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create an Omniscript form: View permissions information.
            1. From the App Launcher, enter Assessment Questions, and then select Assessment Questions.
            2. Change the list view to All Assessment Questions.
            3. Click Select Questions.
            4. Enter Omniscript details.
              1. In the Omniscript Details section, provide high-level metadata about your Omniscript such as Name, Language, Type, and SubType.
                The Type, SubType, and Language values combine to create a unique identifier that becomes the name of a compiled Omniscript Lightning web component. For example, an Omniscript in which Type=account, SubType=Create, and Language=English generates an LWC named accountCreateEnglish.
            5. Create the steps in your form.
              Steps correspond to the questions in your form. You can group multiple questions in a single step. Also, you can create multiple steps in a single form.
              1. To create a step, click Add Step.
              2. To change the step title, click the edit icon on the step header, enter the step name, and then press Enter.
            6. Search for questions, and then add them.
              The search engine looks for matches to the search term across assessment question records and assessment question version records. This table lists the searchable fields for the Assessment Question and Assessment Question Version objects.
              ObjectSearchable fields
              Assessment Question Developer Name
              Assessment Question Version Question Text, Description, Response Values, Additional Information.
            7. Build the Omniscript.
              1. On the page header, click Build Omniscript.
                This operation creates an Omniscript that’s of type Discovery Framework for the form, and then opens the Omniscript in the Omniscript Designer on a new tab. You can use Omniscript Designer to build the layout of the form, configure the UI elements, define branching and rendering logic for the form, preview the form, and more.

            Next, use Omniscript Designer to lay out and customize the form. To open an existing Omniscript in Omniscript Designer, from the App Launcher, find and select Omniscripts. Then click the required Omniscript.

             
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