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Create an OmniScript form as per the mockup.

Create a form using OmniScript elements, following the design shown in the attachment:



As a user I need to fill the Primary Applicant Information details in Step 1 so that I can preview the Primary Applicant Information details in Step 2.


  1. Drag and drop the Step element from Groups under Build.

  2. Create an OmniScript by giving meaningful name for Type/Subtype & Description.

  3. Go to App Launcher -> search "OmniScripts" -> click New to create -> add Type/Subtype & Description names -> click Save.

  4. In Step 1, move the field elements from the build section to the OmniScript properties by dragging and dropping them.


Please find the below details for field creation:

• Textbox:

Label: "First name"

Field placeholder text: "First name"

Required: Yes

• SSN edit: (Number)

Label: "Social Security Number"

Field placeholder text: "xxx-xx-xxxx"

Required: Yes

• Textbox:

Label: "Middle name (optional)"

Field placeholder text: "(Optional)"

Required: No

• Date Field:

Label: "Birth date"

Field placeholder text: "MM/DD/YYYY"

Required: Yes

• Textbox:

Label: "Last name"

Field placeholder text: "Last name"

Required: Yes

• Textbox:

Label: "Mother's maiden name"

Field placeholder text: "Name"

Required: Yes

• Email edit: (Email)

Label: "Email"

Field placeholder text: "Primary applicant email"

Required: No

• Dropdown: (PickList)

Label: "ID type"

Options:

i) Driver's License

ii) Passport

iii) State Issued Identification

iv) Military Identification

v) US Permanent Resident Card

Required: Yes

• Phone number edit: (TelePhone)

Label: "Phone"

Field placeholder text: "Primary applicant mobile phone"

Required: No

• Dropdown: (PickList)

Label: "ID state"

Options:

i) Use the default Salesforce state values. Create a picklist custom field in account object and refer in select element in OS.

Required: Yes

• Textbox:

Label: "Address line 1"

Field placeholder text: "Street address"

Required: Yes

• Date Field:

Label: "Issued date"

Field placeholder text: "MM/DD/YYYY"

Required: Yes

• Date Field:

Label: "Expiration date"

Field placeholder text: "MM/DD/YYYY"

Required: Yes

• Textbox:

Label: "Address line 2 (optional)"

Required: No

• Textbox:

Label: "ID number"

Field placeholder text: "Number"

Help Text: "Placeholder ID Number help text"

Required: Yes

• Textbox:

Label: "City"

Field placeholder text: "City"

Field size: 255 alpha char

Required: Yes

• Dropdown: (PickList)

Label: "State"

Options:

i) Use the default Salesforce state values. Create a picklist custom field in account object and refer in select element in OS. (Use SObjects)

Required: Yes

• Textbox:

Label: "Zip code"

Field placeholder text: "Zip"

Help Text: "Placeholder zip code help text"

Required: Yes


5. Change the Next button label from Next to Continue in Button Properties under Properties of Step elements.

Comments (1)

Invité
18 juin

Hello there, I truly appreciate your guidance in helping beginners learn Omnistudio step by step. Your content is incredibly helpful. Also, it seems that the image attached above is not displaying correctly. Could you please re-upload it?


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