Create an Object State Action Definition using Omniscript

To create custom actions, create Object state action definitions that reference Omniscripts. Create the associated Omniscript before creating an object state action definition.

Important

• Omniscripts associated with an object state action definition won’t automatically initiate state transitions. Define state transitions in the Omniscript.

• You can only make API calls from the Salesforce Contracts UI.

• You can’t call API for action type: Omniscript.

• You must have the Omnistudio permission set license.

1. From the App Launcher, find and select Object State Action Definition.
2. Click New.
3. Enter these details:

   • API Name: A unique API name. For example, DraftToSigned.

   • Name: The display name of the object state action definition.

   • Action Type: Reference Object

   • Reference Object: Select the Omniscript to associate with the object state action definition.

4. Save your changes.