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Service Process Studio
Associate a Request Form to an Action Launcher Deployment

Associate a Request Form to an Action Launcher Deployment

After activating a service process definition, link a request form (Omniscript or screen flow) associated with the service process definition to one of the Action Launcher deployments. Agents can search for and launch this Omniscript or screen flow from a record details page using the Action Launcher component.

Required Editions

Available in: Lightning Experience
Available in: all editions with the Industry Service Excellence licenses
User Permissions Needed
To create an Action Launcher deployment: Industry Service Excellence permission set
To edit pages in Lightning App Builder: Customize Application AND View Setup and Configuration
  • To launch a service process from a records details page, associate a request form (OmniScript or screen flow) associated with the service process definition to one of the Action Launcher deployments. If there are no existing action launcher deployments, create a deployment.
  • To make the service process available to agents on the Action Launcher component on a record details page, add the Action Launcher component to the required Lightning page and select a deployment.
 
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