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Add the Small Group Quoting Workflow from Health Cloud to an Experience Cloud Site
Add the small group quoting workflow to the portals used by your external insurance agents and brokers.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Health Cloud, the Insurance managed package, and the Insurance Industries Extension managed package |
| User Permissions Needed | |
|---|---|
| To customize an Experience Cloud site: | Be a member of the site AND Create and Set Up Experiences OR Be a member of the site AND View Setup and Configuration AND an experience admin, publisher, or builder in that site |
| To publish an Experience Cloud site: | Be a member of the site AND Create and Set Up Experiences OR Be a member of the site AND an experience admin or publisher in that site |
The Enrollment OmniScript for Group Benefits isn’t supported on Experience Cloud sites.
You can add the Small Group Quoting OmniScript from Health Cloud to an Experience Cloud site you created from scratch or to a site you created based on the Broker Experience template available with Insurance.
Before you add the Small Group Quoting OmniScript to your site, you must create a version of it without the step that calls the Document Generation OmniScript. Experience Cloud sites don’t support nested OmniScripts. In your new version, in the GroupQuoteCreated step, remove the Create a Quote Document navigation action that calls the Document Generation OmniScript. Or, to give Experience Cloud users the option to create a quote document, incorporate steps from the Document Generation OmniScript directly into the new version of the Small Group Quoting OmniScript.
- In Experience Builder, on your Experience Cloud site, create a separate standard page for the small group quoting workflow.
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Drag the OmniScript component from the Components panel onto each page.
WORKFLOW TYPE SUBTYPE LANGUAGE Small Group Quoting GroupBenefits The SubType of your custom SmallGroupQuoting OmniScript Multi-Language - In Page Settings for each page, for the Page Access property, select Requires Login.
- Click Publish.
