Build Application Forms with OmniStudio

Import the OmniStudio DataPack

To help you get started building application forms, we provide an OmniStudio DataPack. It includes a sample application form that you can customize.

1. From Setup, in the Quick Find box, enter Static Resources, and then select Static Resources.

2. Click AdmissionsConnectApplicationForm.

   

   Tip If you don't see the static resource file, install it.

3. Right-click View File and select Save Link As to download the file to your computer.

4. From the App Launcher , search for and select OmniStudio. Make sure that OmniScripts is active in the navigation menu.

5. Click Import, select the file that you downloaded, and then click Next.

6. In the list of components to be imported, ignore any errors and leave everything selected. Click Next.

7. Review the selections and click Next.

   

   Important We recommend that you don't activate the components until you're familiar with OmniStudio and have reviewed and modified the components. For more details, see Activate DataPack OmniScripts and Integration Procedures in Salesforce Help.

8. Click Activate Now.

9. Deselect Admissions Connect Application Form (you activate the form later) and then click Next.

10. Click Done.

Activate the OmniScript Application Form

1. From the App Launcher , search for and select OmniStudio.

2. In the Navigation Menu, make sure that OmniScripts is active.

3. Open the Admissions Connect Application Form. It might take longer to open the first time.

4. Click Activate Version and then click Done.

Note Because the sample application form is based on an Application, you can use one of your own test applications to populate the form. In the OmniScript Designer, go to preview mode and enter an Application ID into the Context ID field.

Add the OmniScript to Your Application Portal

Activating the OmniScript creates the Form/Application/English Lightning Web Component. Add this component to your application portal.

1. From Setup, in the Quick Find box, search for and select All Sites.

2. Next to ApplicantPortalAccelerator, click Builder.

3. From the page selection menu, click Application and then select Application Detail.

4. From the page variation selection menu, select Application Detail New.

5. Remove the Rich Content Editor component from the page.

6. In the components menu, drag Form/Application/English into the Content section.

7. Select Publish and then click Publish to confirm.

Create a Profile for OmniScript Digital Experience Users

1. From Setup, in the Quick Find box, search for and select Profiles.

2. Click Customer Community Plus User.

3. Click Clone.

4. In the Name field, enter Digital Experience (Community).

5. Save your changes.

Note If you get an error stating that this name already exists, you can move to the next section without saving.

Update User Profiles

After you create the Digital Experience (Community) profile, assign the profile to users with Customer Community Plus licenses.

1. From Setup, in the Quick Find box, enter Users, and then select All Users.

2. Click a user.

3. Click Edit and then change Profile to Digital Experience (Community).

4. Save your changes.

Update the Digital Experiences Sharing Set

1. From Setup, in the Quick Find box, enter Digital Experiences, and then select Settings.

2. Under Sharing Sets, next to Applicant Portal Accelerator Sharing Set, click Edit.

3. Under Select Profiles, add Digital Experience (Community) to Selected Profiles.

4. Save your changes.

Update System Permissions

1. From Setup, in the Quick Find box, search for and select Profiles.

2. Click Digital Experience (Community).

3. Click System Permissions and then click Edit.

4. Select Enables consumers and partners to execute OmniScripts, DRs, Cards through a Community or off platform.

5. Save your changes.

Update Contact Languages Settings

1. From Setup, in the Quick Find box, search for and select Profiles.

2. Click Digital Experience (Community).

3. Click Object Settings.

4. Click Contact Languages and then click Edit.

5. For Object Permissions, select Read, Create, and Edit.

6. Save your changes.

Update Contacts Settings

1. From Setup, in the Quick Find box, search for and select Profiles.

2. Click Digital Experience (Community).

3. Click Object Settings.

4. Click Contacts and then click Edit.

5. Under Field Permissions, select Edit for these fields:

   • Date Deceased

   • Deceased

   • Former Last Name

6. Save your changes.

Update Relationship Settings

1. From Setup, in the Quick Find box, search for and select Profiles.

2. Click Digital Experience (Community).

3. Click Object Settings.

4. Click Relationships and then click Edit.

5. For Object Permissions, select Read, Create, and Edit.

6. Under Field Permissions, select Edit for these fields:

   • Emergency Contact

   • Related Contact

   • Type

7. Save your changes.

Update Education History Settings

1. From Setup, in the Quick Find box, search for and select Profiles.

2. Click Digital Experience (Community).

3. Click Object Settings.

4. Click Education History and then click Edit.

5. For Object Permissions, select Read, Create, and Edit.

6. Under Field Permissions, select Edit for these fields:

   • Contact

   • Credits Earned

   • Degree Earned

   • Details

   • End Date

   • GPA

   • Graduation Date

   • Start Date

7. Save your changes.

Update Tests Settings

1. From Setup, in the Quick Find box, search for and select Profiles.

2. Click Digital Experience (Community).

3. Click Object Settings.

4. Click Tests and then click Edit.

5. For Object Permissions, select Read, Create, and Edit.

6. Under Field Permissions, select Edit for these fields:

   • Contact

   • Credits Earned

   • Test Date

   • Test Type

7. Save your changes.

Update Test Scores Settings

1. From Setup, in the Quick Find box, search for and select Profiles.

2. Click Digital Experience (Community).

3. Click Object Settings.

4. Click Test Scores and then click Edit.

5. For Object Permissions, select Read, Create, and Edit.

6. Under Field Permissions, select Edit for these fields:

   • Letter Score

   • Percentile

   • Score

   • Status

   • Subject Area

   • Test

7. Save your changes.

Update Languages Settings

1. From Setup, in the Quick Find box, search for and select Profiles.

2. Click Digital Experience (Community).

3. Click Object Settings.

4. Click Languages and then click Edit.

5. For Object Permissions, select Read, Create, and Edit.

6. Under Field Permissions, confirm that Edit is selected for the Language Name field.

7. Save your changes.