Omniscript Flashcards

1
Q

Key capabilities of omniscripts?

A
  • Quickly build with drag-drop; low to no code
  • Useable on any device and any channel
  • Modular Architecture
  • Can display data from multiple sources
  • Can be rebranded to suit your customers (either by custom Lightning stylesheets, or Newport Design System, a CSS framework).
  • Can manage signed documents.
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2
Q

In OmniScripts, which element provides autocomplete and search functionality?

A

Type Ahead block element

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3
Q

What Makes an OmniScript Unique?

A

An OmniScript’s Type, Subtype, and Language gives an OmniScript its unique identity. Only one active OmniScript may have the same Type, SubType, and Language at any time. An OmniScript’s Type must start with a lowercase letter.

An OmniScript’s Name does not have to be unique in your org. (Note: Element names do need to be unique within the omniscript)

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4
Q

Data flow from Salesforce to OmniScript using Integration Procedure: what happens when the JSON parses and does not match to input element names in OmniScript?

A

Field will be empty

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5
Q

What is the (recommended) naming convention for Omniscript elements?

A

Prefix for element type + VerbObjectDetail. Example: IPGetAccountDetails for an Integration Procedure (IP) to get account details.

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6
Q

How many levels of nesting are supported with reuseable omniscripts?

A

Only one. So you cannot reuse an omniscript that also contains a reuseable omniscript in it.

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7
Q

How many columns are in the OmniScript designer grid?

A

12

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8
Q

What is a step element in Omniscripts?

A

It forms a page. Steps also represent a page flow & can reflect their position in a step chart.

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9
Q

What is the recommended naming convention for Omniscript element names?

A

PascalCase, and no special characters / spaces. They must also be unique within the OmniScript.

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10
Q

For elements that aren’t visible in preview (like Integration Procedures), why should you still specify the Field Label as matching to the Element Name?

A

Because the field label does display in the Action Debugger.

If you configure multiple Integration Procedures for the OmniScript, having descriptive labels for them helps you confirm if they are pulling and pushing the data correctly

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11
Q

What delimiter do you use to specify an instance of a JSON node?

A

Pipe |.

Note that you instance the first entity with 1, not 0.

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12
Q

Why would you remove the Mask on a telephone element in Omniscripts?

A

The phone number does not display in a Lightning web component with a mask in place.

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13
Q

How to test Navigation Actions in Omniscripts?

A

Navigation Action elements don’t run in Preview mode. You test the Navigation action when you run the OmniScript from a console.

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14
Q

What is the merge field syntax for OmniScript?

A

%MergeFieldName%

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15
Q

What are some uses for the OmniScript Action Debugger?

A

Inspect JSON at each step of the script, timings, current user, etc.

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16
Q

What does a Navigate Action do?

A

Use a Navigation Action to specify where to send the user when the OmniScript finishes.
Use the action to indicate how to open the record page for the Salesforce object that is coded into the ContextId by default

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17
Q

What does VlocityNoRootNode do?

A

In response JSON node, this removes the root node, e.g. the “Contact”:{} line. This is used to help auto-fill text fields via the OmniScript parser.

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18
Q

What’s the minimum requirement for all Omniscripts to have?

A

All OmniScripts require the following elements:

  • at least two data sources (the best practice is to use OmniStudio Integration Procedures),
  • at least one Step to display inputs, and
  • a Navigate Action to direct the end user at the end of the interaction.
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19
Q

Where do Step instructions show?

A

In the step chart panel, and only in Lightning (in preview at least).

20
Q

How do you hide an element (e.g. text) in Omniscript?

A

Edit the JSON directly, on the “hide” property, to true.

Note: Booleans should be all lower-case

21
Q

In one of the exercises, why did we make the Primary Contact Name field read-only?

A

This field corresponds to an un-editable field in Salesforce, so it must be read-only.

If you want to let the use edit the name, you can add First Name and Last Name elements instead.

22
Q

What variable identifies the context of an OmniScript?

A

ContextId.

Use in merge fields with the merge field syntax: %ContextId%

23
Q

What are some best-practice guidelines for building OmniScripts with conditional views?

A

Consider showing options for the most common use case by default (if it does not result in end-users skipping a step).

24
Q

Your type ahead block returns JSON strings after using the lookup key. What property allows you to restrict this to only display values for a given JSON property key?

A

Typeahead key

25
Q

What three elements need to be configured for a Type Ahead Block to work?

A
  • The Type Ahead Block
  • The Data Element in the Type Ahead Block (e.g. DataRaptor Extract Action)
  • The Data source (interface) called by the element (e.g. DataRaptor Extract)

Note: you cannot use an integration procedure as the data source in a Type Ahead block

26
Q

Why is it good to limit the DataRaptor query to 10 when used with a Typeahead block?

A

The query runs every time the end user enters text into the text box. Limiting the results to 10 allows the query to run more quickly when they are only entering one or two characters.

27
Q

What three OmniScript elements are potential data sources for a Type Ahead Block?

A

DataRaptor Extract Action to pull data from Salesforce
HTTP Action to pull data from a website
Remote Action to pull data from an Apex class

28
Q

What JSON node contains the text that the user types into a Type Ahead Block?

A

The name of the block, plus “-Block”.

E.g. a type ahead block named TAChangeContact corresponds to the JSON node “TAChangeContact-Block”

29
Q

For a Set Errors element to work, you need three properties. What are they?

A

Element Error Map; Tells the system which element displays the error message.

Value field; Defines the instructional text you display.

Conditional View; Defines when the (Set error) element fires.

30
Q

What happens if all required fields are left blank but also hidden when you click to next step?

A

No “Required” error text is shown and Omniscript still progresses to next step.

31
Q

Difference between OmniScript Actions, and OmniStudio Actions? (FLEX CARD QUESTION)

A

OmniScript Actions are configured on a single FlexCard.
OmniStudio Actions are configured to be deployed on multiple FlexCards

(mnemonic: Omniscr1pt for single; OmniS2dio, for multiple (2+))

32
Q

What is the merge field syntax for JSON sub nodes in OmniScripts?

A

The merge code syntax for an array element is %parent|n:node% where n is the element number (starting at 1).

33
Q

Which OmniScript element do you use to add a warning banner?

A

Messaging

34
Q

Which types/colors of notification banner are available for the OmniScript?

A

Comment Grey banner
Success Green banner
Warning Yellow banner
Requirement Red Banner (only for False message)

35
Q

What is special about the Requirement message type? Why do you need to be
careful when using it?

A

If you have Requirement for the active false statement, it means the element is required. The user cannot progress to the next step in the OmniScript until this condition is true.

36
Q

Can you deploy an Action if it is not active?

A

No

37
Q

What is an OmniStudio Action?

A

OmniStudio Actions produce dynamically constructed URLs that launch the following:

OmniScripts
Cards components
Other web pages or external applications

Think of OmniStudio Actions as connectors for buttons on a FlexCard to the OmniScript they launch.

38
Q

What determines the JSON Structure of an OmniScript?

A

Aside from the header data, the structure of OmniScript elements determines the JSON structure of an OmniScript.

39
Q

How does an OmniScript match incoming data with elements?

A

The parser matches the incoming data using the name of the element.

40
Q

What are some uses for the OmniScript Action Debugger?

A

View the data flow into and out of the OmniScript and copy the JSON to build DataRaptors

41
Q

Which OmniScript elements allow users to select from a set of options? What are the differences between them?

A

Radio - one selection as buttons
Select - one selection from dropdown list
Multiselect - one or more selections as checklist

42
Q

What are some best practices for building OmniScripts with conditional views?

A
  • Minimize them
  • Use functions to combine logic
  • Test thoroughly with sad paths
43
Q

What is a “Sad path”?

A

A “Sad path” is a path where something is wrong in the process. Example: it can be simulated by deactivating the Integration Procedure Action.

44
Q

What is a Vlocity Action?

A

A Vlocity Action is a configurable way to launch a URL including an OmniScript.

(So, same as an omnistudio action?)

45
Q

Can you deploy an Action if it is not active?

A

No.