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            Set Up the Add Complaint Participants Flow

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            Set Up the Add Complaint Participants Flow

            Activate the Omniscript that adds participants to a public complaint, 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 Public Complaint object:

            Complaints Management Access permission set

            OR

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

            Complaint intake includes an Omniscript guided flow that adds participants to a public complaint. The Omniscript doesn’t require customization, but you must activate it. Then, configure the button that opens the flow.

            Activate the Add Complaint Participants Omniscript

            Activate the Omniscript that enables users to add complaint participants by using a guided flow.

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

            Configure the Add Participant Button

            Enable users to open the add participants guided flow from the Complaint Participant related list on public complaint records.

            1. To create the button, from Setup, in Object Manager, select Complaint Participant.
            2. Click Button, Links, and Actions, and then click New Button or Link.
            3. Specify these details.
              1. Enter Add Participant as the label, and then press Tab to populate the API name.
              2. Select List 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 AddComplaintParticipants Omniscript followed by an ampersand and the contextId for the target object, Complaint Participant.
                To get the URL, in Omnistudio, go to the active AddComplaintParticipants 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={!ComplaintParticipant.Id}
            4. Save your work.
            5. To add the button to the Complaint Participant related list for public complaints:
              1. In Object Manager, select Public Complaint.
              2. Click Page Layouts, and then click Public Complaint Layout.
              3. Select Related Lists.
              4. If necessary, add Complaint Participant to the related lists.
              5. In Complaint Participant, click Single wrench icon.
              6. Expand Buttons, and then add Add Participant to the Selected Buttons list.
              7. Save your work.
             
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