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Allow Applicants to Save Forms for Later
Give applicants the option to save a partially completed Omniscript form on an Experience Cloud site and return later to finish it.
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To create Omniscript forms: | OmniStudio Admin |
| To edit Omniscript Saved Sessions: | OmniStudio Admin |
| To create, customize, and publish Experience Cloud sites: | View Setup and Configuration AND Create and Set Up Experiences |
It's the lucky constituent who goes online to apply for a license, permit, or benefit and has the time and all of the information they need to complete the form in one sitting. So give applicants the ability to save a partially completed application and return to it later to finish it. That way, they can bookmark links, launch a saved instance from an object page, or email the link to someone.
To allow applicants to save for later, first configure the Save for Later option in your Omniscript form. Then add the Vlocity LWC Omniscript Wrapper component to your Experience Cloud site so that applicants can access the saved form. Finally, if desired, configure where the saved Omniscript launches in Public Sector Solutions by mapping URLs of saved Omniscripts to custom fields on the Omniscript Saved Sessions object.
When the applicant saves the form for later from the Experience Cloud site, Omnistudio saves the snapshot of the Omniscript in the Omniscript Saved Session object. In addition, Public Sector Solutions creates a record on the Preliminary Application Reference object that looks up to the applicant and the application. The Preliminary Application Reference record also points to the Omniscript Saved Session record through the OmniScriptInstanceId attribute on the Saved Application URL field. After the applicant submits the form, the final version is saved as a business license application or individual application record.
Turn On the Save for Later Option
Enable the Save for Later option on your Omniscript forms.
- In Omnistudio, select the Omniscript form.
- In the Setup panel, under Save Options, select Allow Save for Later.
- Configure the options, such enabling autosave and specifying the number of days until the saved form expires.
- (Optional) Configure where saved Omniscript forms (or instances) launch in Public Sector Solutions by mapping instance URLs to custom fields on the Omniscript Saved Session object.
- Preview, test, and activate the Omniscript.
Make Saved Omniscripts Available on Your Constituent Portal
Now, make saved Omniscript forms available to applicants on your Experience Cloud site.
- From Setup, in the Quick Find box, search for Digital Experiences and then select All Sites.
- Next to your site name, click Builder.
- Create or go to the page where you want applicants to access their saved Omniscript form.
-
Click
, and drag the Vlocity
LWC Omniscript Wrapper component onto the content area of the page.
-
For LWC Omniscript Name, enter c: followed by the component
name of your Omniscript. The component name includes the type, subtype, and language
of your Omniscript, without spaces.
Note To access saved Omniscript forms on your portal, Experience Cloud site members need read and edit access for the File Based Omniscript Name field on the Omniscript Saved Sessions object. See the prerequisites article for setting up your Public Sector Solutions licensing and permitting, benefits, or other site for information on granting object permissions to Experience Cloud site users.
