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Discovery Framework and Assessments
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            Preview, Activate, and Deploy a Discovery Framework Omniscript Form

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            Preview, Activate, and Deploy a Discovery Framework Omniscript Form

            Preview your Omniscript to make sure that it works as expected. Then activate it and make it available on Lightning pages, in custom Lightning web components, and on Experience Cloud sites.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To preview, activate, and deploy a Discovery Framework Omniscript: View permissions information.
            1. To preview the form:
              1. On the designer header, click Preview.
              2. In the Context Id field, enter a record ID.
                The record ID helps identify the object to which the assessment record is to be related.
                Note
                Note If you provide an assessment ID as the Context ID, then the responses to the assessment are stored against that assessment ID.

                A standalone assessment record that’s not related to any object is created if:

                • You don’t provide a context ID.
                • If the record ID that's referenced in the context ID has more than one lookup.
              1. Preview the form with test data and on different devices as required.
            2. When you’re satifisied that the Omniscript works expected, click Activate Version.
              Note
              Note For the Save-Responses remote action, in the Omniscript Data JSON, the OmniProcess ID value is required. Before you activate and deploy the form, make sure that you have passed the omniProcessId value in the Save-Responses Remote Action from the Data JSON. 

            Activating the Omniscript generates a Lightning web component that you can publish on a Lightning page or an Experience Cloud site. The responses to an assessment, depending on the data type, are stored in an appropriate data type column on the Assessment Question Response object. On the assessment record page, click the Related tab. View the responses in the Assessment Question Responses related list.

            If an error occurs during the deployment process, the Omniscript deactivates.

            See Also

             
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