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Create an OmniScript-Based Interaction Launcher
Create an OmniScript-based Interaction Launcher to enable an OmniScript to launch an Interaction Launcher flow. Clone the sample OmniScript included with the Customer Interaction DataPack.
Required Versions |
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Available beginning with the Vlocity Insurance and Health Winter '19. |
Before You Begin
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You must install the Customer Interaction DataPack which has a sample OmniScript that must be customized to create and use Customer Interaction records. The included OmniScript sample launches the Account record after verification. See Download and Install an Interaction Launcher DataPack.
- In your org, go to the Vlocity OmniScript Designer tab, and click to open the Interaction Launcher OmniScript included in your Interaction Launcher Datapack. For example, AccountSearch.
- Click Create Version.
- With Script Configuration selected, in the Properties panel, leave Type as Interaction Launcher.
- Update the SubType with a name that includes the name of the sObject, such as ContactSearch.
- In the first OmniScript Step, update the search fields as needed. For example, if your new OmniScript does a search for Cases, add case related fields, and update the Step name. See OmniScript Element Reference.
- Update the data source by changing the DataRaptor Interface name. See DataRaptor Extract Action.
- (Optional) Customize additional elements and script configurations as needed.
- Click Save.
- Click Activate.
Add your OmniScrupt-based Interaction Launcher to the Utility Bar of your Console app. See Add the Vlocity Interaction Launcher to a Console App.
