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Add Steps to an Omniscript
Each Step element in an Omniscript presents a page to the user that prompts for input or displays information. For navigation, all Steps except the first have a Next button, and all except the last have a Previous button.
You can drag any Omniscript element into a step except a child Omniscript or another step. An action element in a step renders as a button that performs the action when clicked. Whether fields are required or validated isn't set at the step level, but in the properties for the elements within the Step. However, if a required field has no value or a field fails validation, the user can't proceed to the next step.
- From the elements panel, select the default step or drag a Step element to the canvas.
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From the properties panel of a step, update these properties:
Chart Label Label for the step in the Step Chart, which lists all the steps and shows which step the user is in. If no Chart Label is specified, the Field Label is used. Instruction Add instructions to explain to the user what to do in the step. Supports merge fields, rich text, and images. Allow Save for Later Displays the Save for later button on the page if selected, which is the default. -
Configure the buttons in the step:
Previous Label Label for the button to move to the previous page. The default label is Previous.
Next Label Label for the button to move to the next page. The default label is Next. You can change it to a value such as Add to Cart or Place Order.
Previous Width, Next Width Width of the button on the page, with a range of 1-12. The default value is 3. Save Label Label for the Save for Later button to save and resume an Omniscript. The default label is Save for later.
Save Message Label for the Save for Later confirmation prompt. The default is Are you sure you want to save it for later?
- Configure Knowledge Options, Error Messages, Messaging Framework, and Conditional View, as required.
