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            Set Up the Edit Referral Flow

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            Set Up the Edit Referral Flow

            Activate the Omniscript for editing a referral by using a guided flow, and configure the button that users click to start the flow.

            Required Editions

            Available in: Education Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To access the Referral object:

            Case Referral permission set

            OR

            Education Cloud Full Access permission set
            To create custom buttons or links and to edit page layouts: Customize Application

            Use the edit referral Omniscript guided flow to edit the details of an unsubmitted referral, including the client name and contact information, referrer name and contact information, comments, and type. You can also use it to add notes and supporting documentation. The Omniscript doesn’t require customization, but you must activate it. Then, configure the button that starts the flow.

            Activate the Edit Referral Omniscript

            Activate the Omniscript that enables users to edit a referral by using a guided flow.

            1. From the App Launcher, find and select Omniscripts.
            2. Expand SPCM/EditReferral, and then select Edit a Referral (Version 1).
            3. Click New Version, and then click Activate Version.

            Configure the Edit Referral Button

            Enable users to open the edit referral guided flow from referral record pages.

            1. To create the button, from Setup, in Object Manager, select Referral.
            2. Click Button, Links, and Actions, and then click New Button or Link.
            3. Specify these details.
              1. Enter Edit Referral as the label, and then press Tab to populate the API name.
              2. Select Detail Page Button as the display type.
              3. Select Display in existing window with sidebar as the behavior.
              4. Select URL as the content source.
              5. In the field formula box, enter the URL for the active Edit a Referral Omniscript followed by an ampersand and the contextId for the target object, Referral.
                To get the URL, in Omnistudio, go to the active Edit a Referral Omniscript and, in the highlights panel, click Downward-pointing triangle, and then select How To Launch. Look for the Lightning URL. The formula looks like this: [Lightning-URL]&c__ContextId={!Referral.Id}
            4. Save your work.
            5. Add the button to referral record pages.
              1. Click Page Layouts, and then click Referral Layout.
              2. Select Buttons, and then drag Edit Referral to the Salesforce Mobile and Lightning Experience Actions section of the page.
                Note
                Note If necessary, click Wrench icon to override the global publisher layout.
              3. Save your work.
             
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