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Configure Omniscript Cancel Options
Navigate users to different Salesforce experiences after canceling an Omniscript by configuring cancel options. Omniscript's cancel functionality enables users to cancel an Omniscript from a Step by clicking a cancel link. The cancel link directs the user to a Salesforce experience set in the cancel options.
Cancel options are built on top of the Navigate Action and use the same Page Reference Types to navigate to different experiences.
Note
Restart Omniscript isn’t supported as a cancel option.
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From the Omniscript's Setup panel, expand Cancel Options
and enable users to cancel the Omniscript.
Enabling users to cancel an embedded Omniscript also enables them to cancel the parent Omniscript and any other Omniscripts embedded in the parent. Similarly, enabling users to cancel the parent Omniscript enables them to cancel all embedded Omniscripts. In both cases, a cancel link is included in all parent and child Omniscripts.
- In Field Label, enter the cancel option's display text. The text displays as a clickable link in every Step element.
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If needed, select the option to show a prompt before canceling the Omniscript, and
enter a confirmation message for the prompt.
Users can return to the Omniscript or confirm the cancellation.
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If needed, select the option to replace the existing entry in the browser history
with a Page Reference Type.
Enabling the property prevents users from navigating back to the Omniscript.
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Determine the Salesforce experience to which the cancel link directs by clicking and
selecting a Page Reference Type.
For available page reference types, see Open Other Pages from Omniscripts with the Navigate Action.
- For the selected Page Reference Type, enter additional parameters to pass to the experience. For information about Page Reference Types, see PageReference Types.
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