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            Omniscript Action Elements (Managed Package)

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            Omniscript Action Elements (Managed Package)

            For the managed package runtime, this table provides information about Omniscript action elements.

            Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

            Note
            Note Use unique names for Omniscript elements and Omnistudio Data Mapper response nodes.

            To download the component HTML Templates, see Omniscript Element Reference (Managed Package).

            Element Name

            Element Description

            Template

            Reference

            Calculation Action

            The Calculation Action element calls the Vlocity Calculation Service and Data Mapper; it returns results to Omniscript.

            vlcRemoteAction.html

            vlcRemoteActionBtn.html

            Integrating Omniscript with Vlocity Calculations

            Data Mapper Extract Action

            The Data Mapper Extract Action element makes a Data Mapper outbound call to populate an Omniscript with data from SFDC objects. Inputs Data Mapper Interface name and input parameters.

            vlcRemoteAction.html

            vlcRemoteActionBtn.html

            Data Mapper Extract Action

            Data Mapper Post Action

            The Data Mapper Post Action commits data from Omniscript to SFDC objects. Inputs Data Mapper Interface name, Data JSON of Omniscript, and filesMap.

            vlcRemoteAction.html

            vlcRemoteActionBtn.html

            Data Mapper Action

            Data Mapper Transform Action

            The Data Mapper Transform Action sends the full Omniscript Data JSON to Data Mapper and returns the mapping from the Data Mapper.

            vlcRemoteAction.html

            vlcRemoteActionBtn.html

            Omniscript Data Mapper Transform Action

            Delete

            Deletes specified records from an sObject. Objects are specified by Id, and best practice is to use a merge field to refer to an Id or a list of Ids in the data JSON.

            vlcRemoteAction.html

            vlcRemoteActionBtn.html

            If the data JSON contains a list of accounts like this:

              {
    "Account": [
      {
        "accId": ["001f400000EPQ8o", "001f400000BAkbn"]
      }
    ]
  }

            You can delete it by specifying the following merge field in the Path to Id field: %Account:accId%

            To specify messages to be displayed to users when the operation succeeds or fails, set the corresponding fields in the Error Messages section.

            DocuSign Envelope Action

            The DocuSign Envelope Action element sends an email that contains the prefilled documents for signing or reviewing. It can be sent to one or more recipients.

            vlcRemoteAction.html

            vlcRemoteActionBtn.html

            Using the DocuSign Envelope Action to Email Documents Signature

            DocuSign Signature Action

            The DocuSign Signature Action element displays a modal containing a DocuSign document. The Omniscript user can sign the document directly from the modal and download a PDF of the signed document.

            vlcRemoteAction.html

            vlcRemoteActionBtn.html

            Using the DocuSign Signature Action to Sign Documents From Within an Omniscript

            Done Action

            The Done Action ends and Omniscript. It returns the user either to where the script was launched or a custom URL.

            vlcDoneAction.html

            Omniscript Done Action

            Email Action

            The Email Action uses the Salesforce Email API to either send an email template to the email address of a User, Lead or Contact or send an email body defined in the action configuration to any email address.

            vlcRemoteAction.html

            vlcRemoteActionBtn.html

            Omniscript Email Action

            Integration Procedure Action

            The Integration Procedure Action element allows multiple actions to be run as a headless service (lacking a UI) through JavaScript or Apex Service.

            vlcRemoteAction.html

            vlcRemoteActionBtn.html

            Integration Procedures

            Navigate Action

            Navigate to another page or component using the Navigate Action.

            Omniscript ReadMe Reference

            Navigate Action

            Matrix Action

            The Matrix Action calls a matrix through an Omniscript.

            vlcRemoteAction.html

            vlcRemoteActionBtn.html

            Omniscript Matrix Action

            PDF Action

            The PDF Action element inputs Data JSON to Data Mapper Transform. It returns a filled PDF based on Omniscript elements.

            vlcRemoteAction.html

            vlcRemoteActionBtn.html

            Add a PDF Action to an Omniscript

            Post to Object Action

            The Post to Object Action component commits an entire Omniscript to Application custom object. Inputs full JSON of Omniscript and filesMap.

            vlcRemoteAction.html

            vlcObjectPostActionBtn.html

            Omniscript Post to Object Action

            Remote Action

            The Remote Action element calls an Apex class that implements VlocityOpenInterface. Inputs Data JSON of the Omniscript.

            vlcRemoteAction.html

            vlcRemoteActionBtn.html

            Omniscript Remote Action

            HTTP Action

            The HTTP Action calls an HTTP API that allows Apex, Named Credentials, SOAP/XML, or Web. Inputs Data JSON of the Omniscript.

            vlcRemoteAction.html

            vlcRemoteActionBtn.html

            HTTP Action

            Review Action

            The Review Action component navigates to a redirect page containing Data JSON of the Omniscript.

            vlcRemoteAction.html

            vlcRemoteActionBtn.html

            Omniscript Review Action

            Set Errors

            The Set Errors element handles failures from users of the Omniscript.

            vlcEmpty.html

            Set Errors in an Omniscript

            Set Values

            Set Values handles values of elements on a hidden node, current, or future step.

            vlcEmpty.html

            Set Values in an Omniscript

            • Common Action Element Properties (Managed Package)
              For the managed package runtime, Action elements can be either rendered as a button when placed in a Step or Block or run remotely if placed between steps. In either case, you can specify a redirect page, where the user can proceed to the next Step or Action, or if a button, back to the source Step.
            • Calculation Action (Managed Package)
              For the managed package runtime, call a Vlocity Calculation Procedure directly from an Omniscript using the Calculation Action.
            • Omnistudio Data Mapper Extract Action (Managed Package)
              For the managed package runtime, invoke a Data Mapper Extract to retrieve data from one or more related Salesforce objects. You can also use formulas and complex field mappings.
            • Omnistudio Data Mapper Post Action (Managed Package)
              For the managed package runtime, a Data Mapper Post Action invokes a Data Mapper Load to write data to one or more Salesforce objects.
            • Omnistudio Data Mapper Transform Action (Managed Package)
              For the managed package runtime, invoke a Data Mapper Transform to restructure, rename, and convert data. Unlike Data Mapper Extracts and Loads, Transforms do not read or write Salesforce data.
            • Omnistudio Data Mapper Turbo Action (Managed Package)
              For the managed package runtime, beginning with Vlocity Insurance and Health Spring '20, Invoke a Data Mapper Turbo Extract to retrieve data from a single Salesforce object. Unlike a standard Data Mapper Extract, a Data Mapper Turbo Extract doesn't support formulas or complex field mappings.
            • Delete Action (Managed Package)
              For the managed package runtime, enable users to delete one or more sObject records by using the Delete Action. Use an Object's Record Id to determine which record to delete. Vlocity recommends using a merge field in the Path to Id field that refers to an Id or a list of Ids in the data JSON.
            • DocuSign Envelope Action Properties (Managed Package)
              For the managed package runtime, this page contains information on DocuSign Envelope Action Properties.
            • DocuSign Signature Action Properties (Managed Package)
              For the managed package runtime, this page contains information on DocuSign Signature Action Properties.
            • Done Action (Managed Package)
              For the managed package runtime, the Done Action ends the Omniscript and returns the user either to where the script was launched or a custom URL. This page explains the settings to configure for the Done Action.
            • Email Action (Managed Package)
              For the managed package runtime, the Omniscript Email Action uses the Salesforce Email API to either send an email template to the email address of a User, Lead, or Contact or to send an email body defined in the action configuration to any email address.
            • HTTP Action (Managed Package)
              For the managed package runtime, call internal and external web services from Omniscript without coding or making Salesforce API calls using the HTTP Action.
            • Integration Procedure Action (Managed Package)
              For the managed package runtime, invoke an Integration Procedure to retrieve Salesforce data and external data.
            • Navigate Action (Managed Package)
              For the managed package runtime, navigate to various Salesforce experiences from Omniscript using the Navigate Action element.
            • Matrix Action (Managed Package)
              For the managed package runtime, the Omniscript Matrix Action enables you to retrieve a value from a calculation matrix by specifying the required input parameters.
            • Remote Action (Managed Package)
              For the managed package runtime, call Apex classes from Omniscript using the Remote Action element.
            • Review Action (Managed Package)
              For the managed package runtime, Skip Elements—Hides Steps, Blocks, or individual Elements from the Review page. To configure this element:
            • Set Errors Properties (Managed Package)
              For the managed package runtime, this page contains information on Set Errors Action Properties.
            • Set Values Properties (Managed Package)
              For the managed package runtime, this page contains information on Set Values Properties.
             
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