omnistudio-omniscript-generate: OmniStudio OmniScript Creation and Validation
Expert OmniStudio OmniScript builder for declarative, step-based guided digital experiences. OmniScripts are the OmniStudio analog of Screen Flows: multi-step, interactive processes that collect input, orchestrate server-side logic (Integration Procedures, DataRaptors), and present results to the user — all without code.
Quick Reference
Scoring: 120 points across 6 categories. Thresholds: ✅ 90+ (Deploy) | ⚠️ 67-89 (Review) | ❌ <67 (Block - fix required)
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Scope
- In scope: Creating OmniScripts from requirements, element selection and PropertySetConfig design, dependency analysis (Integration Procedures, DataRaptors), data flow tracing, 120-point validation scoring, deployment and activation
- Out of scope: Building FlexCards (use
omnistudio-flexcard-generate), creating Integration Procedures directly (useomnistudio-integration-procedure-generate), mapping full dependency trees (useomnistudio-dependencies-analyze), deploying metadata to org (useplatform-metadata-deploy)
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Required Inputs
Gather these before building:
| Input | Description | Default |
|---|---|---|
| Type | Process category (e.g., ServiceRequest, Enrollment) | None — required |
| SubType | Specific variation (e.g., NewCase, UpdateAddress) | None — required |
| Language | Locale for the OmniScript | English |
| Purpose | Business process this OmniScript guides | None — required |
| Target org | Org alias for deployment | Current default org |
| Data sources | Objects/APIs to query or update | Identify from requirements |
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Core Responsibilities
- OmniScript Generation: Create well-structured OmniScripts from requirements, selecting appropriate element types for each step
- Element Design: Configure PropertySetConfig JSON for each element with correct data binding, validation, and conditional logic
- Dependency Analysis: Map all references to Integration Procedures, DataRaptors, and embedded OmniScripts before deployment
- Data Flow Analysis: Trace data through the OmniScript JSON structure — from prefill through user input to final save actions
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CRITICAL: Orchestration Order
omnistudio-dependencies-analyze → omnistudio-datamapper-generate → omnistudio-integration-procedure-generate → omnistudio-omniscript-generate → omnistudio-flexcard-generate (you are here: omnistudio-omniscript-generate)
OmniScripts consume Integration Procedures and DataRaptors. Build those FIRST. FlexCards may launch OmniScripts — build FlexCards AFTER. Use omnistudio-dependencies-analyze to map the full dependency tree before starting.
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Key Insights
| Insight | Details |
|---|---|
| Type/SubType/Language triplet | Uniquely identifies an OmniScript. All three values are required and form the composite key. Example: Type=ServiceRequest, SubType=NewCase, Language=English |
| PropertySetConfig | JSON blob containing all element configuration — layout, data binding, validation rules, conditional visibility. This is where the real logic lives |
| Core namespace | OmniProcess with IsIntegrationProcedure = false (equivalently OmniProcessType='OmniScript'). Elements are child OmniProcessElement records |
| Element hierarchy | Elements use Level/Order fields for tree structure. Level 0 = Steps, Level 1+ = elements within steps. Order determines sequence within a level |
| Version management | Multiple versions can exist; only one can be active per Type/SubType/Language triplet. Activate via the IsActive field |
| Data JSON | OmniScripts pass a single JSON data structure through all steps. Elements read from and write to this shared JSON via merge field syntax |
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Workflow Design (5-Phase Pattern)
Phase 1: Requirements Gathering
Before building, evaluate alternatives: OmniScripts are best for complex, multi-step guided processes. For simple single-screen data entry, consider Screen Flows. For data display without interaction, consider FlexCards.
Ask the user to gather:
- Type: The process category (e.g.,
ServiceRequest,Enrollment,ClaimSubmission) - SubType: The specific variation (e.g.,
NewCase,UpdateAddress,FileAppeal) - Language: Typically
Englishunless multi-language support is required - Purpose: What business process this OmniScript guides the user through
- Target org: Org alias for deployment
- Data sources: Which objects/APIs need to be queried or updated
Then: Check existing OmniScripts to avoid duplication, identify reusable Integration Procedures or DataRaptors, and map the dependency chain.
Phase 2: Design & Element Selection
Design each step and select element types appropriate to the interaction pattern.
Container Elements
| Element Type | Purpose | Key Config |
|---|---|---|
| Step | Top-level container for a group of UI elements; each Step is a page in the wizard | chartLabel, knowledgeOptions, show (conditional visibility) |
| Conditional Block | Show/hide a group of elements based on conditions | conditionType, show expression |
| Loop Block | Iterate over a data list and render elements for each item | loopData (JSON path to array) |
| Edit Block | Inline editing container for tabular data | editFields, dataSource |
Input Elements
| Element Type | Purpose | Key Config |
|---|---|---|
| Text | Single-line text input | label, placeholder, pattern (regex validation) |
| Text Area | Multi-line text input | label, maxLength, rows |
| Number | Numeric input with optional formatting | label, min, max, step, format |
| Date | Date picker | label, dateFormat, minDate, maxDate |
| Date/Time | Date and time picker | label, dateFormat, timeFormat |
| Checkbox | Boolean toggle | label, defaultValue |
| Radio | Radio button group for single selection | label, options (static or data-driven) |
| Select | Dropdown selection | label, options, optionSource (static/data) |
| Multi-select | Multiple item selection | label, options, maxSelections |
| Type Ahead | Search/autocomplete input | label, dataSource, searchField, minCharacters |
| Signature | Signature capture pad | label, penColor, backgroundColor |
| File | File upload | label, maxFileSize, allowedExtensions |
| Currency | Currency input with locale formatting | label, currencyCode, min, max |
| Email input with format validation | label, placeholder | |
| Telephone | Phone number input with masking | label, mask, placeholder |
| URL | URL input with format validation | label, placeholder |
| Password | Masked text input | label, minLength |
| Range | Slider input | label, min, max, step |
| Time | Time picker | label, timeFormat |
Display Elements
| Element Type | Purpose | Key Config |
|---|---|---|
| Text Block | Static content display (HTML supported) | textContent, HTMLTemplateId |
| Headline | Section heading | text, level (h1-h6) |
| Aggregate | Calculated summary display | aggregateExpression, format |
| Disclosure | Expandable/collapsible content | label, defaultExpanded |
| Image | Image display | imageURL, altText |
| Chart | Data visualization | chartType, dataSource |
Action Elements
| Element Type | Purpose | Key Config |
|---|---|---|
| DataRaptor Extract Action | Pull data from Salesforce | bundle, inputMap, outputMap |
| DataRaptor Load Action | Push data to Salesforce | bundle, inputMap |
| Integration Procedure Action | Call server-side Integration Procedure | ipMethod (Type_SubType), inputMap, outputMap, remoteOptions |
| Remote Action | Call Apex @RemoteAction or REST | remoteClass, remoteMethod, inputMap |
| Navigate Action | Page navigation or redirection | targetType, targetId, URL |
| DocuSign Envelope Action | Trigger DocuSign envelope | templateId, recipientMap |
| Email Action | Send email | emailTemplateId, recipientMap |
Logic Elements
| Element Type | Purpose | Key Config |
|---|---|---|
| Set Values | Variable assignment and data transformation | elementValueMap (key-value pairs) |
| Validation | Input validation rules with custom messages | validationFormula, errorMessage |
| Formula | Calculate values using formula expressions | expression, dataType |
| Submit Action | Final submission of collected data | postMessage, preTransformBundle, postTransformBundle |
Phase 3: Generation & Validation
Run scripts/check-duplicate-omniscript.sh <Type> <SubType> <Language> <org> to verify no duplicate Type/SubType/Language exists.
Build the OmniScript:
- Create the OmniProcess record with Type, SubType, Language, and OmniProcessType='OmniScript'
- Create OmniProcessElement child records for each Step (Level=0)
- Create OmniProcessElement child records for each element within Steps (Level=1+, ordered by Order field)
- Configure PropertySetConfig JSON for each element
- Wire action elements to their Integration Procedures / DataRaptors
Validation (STRICT MODE):
- BLOCK: Missing Type/SubType/Language, circular OmniScript embedding, broken IP/DataRaptor references, missing required PropertySetConfig fields
- WARN: Steps with no elements, input elements without validation, missing error handling on actions, unused data paths, deeply nested elements (>4 levels)
Validation Report Format (6-Category Scoring 0-120):
Score: 102/120 ---- Very Good
-- Design & Structure: 22/25 (88%)
-- Data Integration: 18/20 (90%)
-- Error Handling: 17/20 (85%)
-- Performance: 18/20 (90%)
-- User Experience: 17/20 (85%)
-- Security: 10/15 (67%)Phase 4: Deployment
- Prerequisites: Verify org auth (
sf org display -o <org>). Confirm all referenced DataRaptors and Integration Procedures are active in the target org. - Deploy all dependencies first: DataRaptors, Integration Procedures, referenced OmniScripts.
- Run
scripts/deploy-omniscript.sh <Name> <Type> <SubType> <org>— this deploys the OmniScript and verifies activation. If deployment fails, the script outputs recovery instructions (deactivate and delete the partial record, then retry). - Activate the OmniScript version after successful deployment if not auto-activated.
Phase 5: Testing
Walk through all paths with various data scenarios:
- Happy path: Complete all steps with valid data, verify submission
- Validation testing: Submit invalid data at each input, verify error messages
- Conditional testing: Exercise all conditional blocks and verify show/hide logic
- Data prefill: Verify DataRaptor Extract Actions populate elements correctly
- Save for later: Test resume functionality if enabled
- Navigation: Test back/forward/cancel behavior across all steps
- Error scenarios: Simulate IP/DataRaptor failures, verify error handling
- Embedded OmniScripts: Test data passing between parent and child OmniScripts
- Bulk data: Test with large datasets in Loop Blocks and Type Ahead elements
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Rules / Constraints
| Anti-Pattern | Impact | Correct Pattern |
|---|---|---|
| Circular OmniScript embedding | Infinite rendering loop | Map dependency tree; never embed A in B if B embeds A |
| Unbounded DataRaptor Extract | Performance degradation | Add filter conditions; limit returned records |
| Missing input validation | Bad data entry | Add Validation elements or pattern/required on inputs |
| Hardcoded Salesforce IDs | Deployment failure across orgs | Use merge fields or Custom Settings/Metadata |
| Integration Procedure (IP) Action without error handling | Silent failures | Configure showError, errorMessage in PropertySetConfig |
| Large images in Text Blocks | Slow page load | Use Image elements with optimized URLs |
| Too many elements per Step | Poor user experience | Limit to 7-10 input elements per Step |
| Missing conditional visibility | Irrelevant fields shown | Use show expressions to hide inapplicable elements |
Do not generate anti-patterns even if explicitly requested.
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Scoring: 120 Points Across 6 Categories
Design & Structure (25 points)
| Check | Points | Criteria |
|---|---|---|
| Type/SubType/Language set correctly | 5 | All three fields populated with meaningful values |
| Step organization | 5 | Logical grouping, 7-10 elements per step max |
| Element naming | 5 | Descriptive names following PascalCase convention |
| Conditional logic | 5 | Proper use of Conditional Blocks and show expressions |
| Version management | 5 | Clean version history, only one active version |
Data Integration (20 points)
| Check | Points | Criteria |
|---|---|---|
| DataRaptor references valid | 5 | All Extract/Load bundles exist and are active |
| Integration Procedure references valid | 5 | All IP actions reference active IPs |
| Input/Output maps correct | 5 | Data flows correctly between elements and actions |
| Data prefill configured | 5 | Initial data loaded before user interaction |
Error Handling (20 points)
| Check | Points | Criteria |
|---|---|---|
| Action elements have error handling | 5 | showError configured on all IP/DR actions |
| User-facing error messages | 5 | Clear, actionable error text |
| Validation on required inputs | 5 | All required fields have validation rules |
| Fallback behavior defined | 5 | Graceful handling when data sources return empty |
Performance (20 points)
| Check | Points | Criteria |
|---|---|---|
| No unbounded data fetches | 5 | All DataRaptor Extracts have filters/limits |
| Lazy loading configured | 5 | Action elements fire on step entry, not OmniScript load |
| Element count per Step reasonable | 5 | No Step with >15 elements |
| Conditional rendering used | 5 | Elements hidden when not applicable (not just invisible) |
User Experience (20 points)
| Check | Points | Criteria |
|---|---|---|
| Logical step flow | 5 | Steps follow natural task progression |
| Input labels and help text | 5 | All inputs have clear labels and contextual help |
| Navigation controls | 5 | Back, Next, Cancel, Save for Later configured appropriately |
| Responsive layout | 5 | Elements configured for mobile and desktop breakpoints |
Security (15 points)
| Check | Points | Criteria |
|---|---|---|
| No sensitive data in client-side JSON | 5 | Passwords, SSNs, tokens kept server-side |
| IP actions use server-side processing | 5 | Sensitive logic in Integration Procedures, not client OmniScript |
| Field-level access respected | 5 | Data access matches user profile/permission set |
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CLI Commands
See scripts/cli-reference.sh for the full command reference. Common commands:
# List active OmniScripts
sf data query -q "SELECT Id,Name,Type,SubType,Language,IsActive,VersionNumber FROM OmniProcess WHERE IsActive=true AND OmniProcessType='OmniScript' LIMIT 50" -o <org>
# Query elements for a specific OmniScript
sf data query -q "SELECT Id,Name,ElementType,Level,Order FROM OmniProcessElement WHERE OmniProcessId='<id>' ORDER BY Level,Order LIMIT 200" -o <org>
# Check OmniScript versions
sf data query -q "SELECT Id,VersionNumber,IsActive,LastModifiedDate FROM OmniProcess WHERE Type='<Type>' AND SubType='<SubType>' AND OmniProcessType='OmniScript' ORDER BY VersionNumber DESC LIMIT 10" -o <org>---
Cross-Skill Integration
| From Skill | To omnistudio-omniscript-generate | When |
|---|---|---|
| omnistudio-dependencies-analyze | -> omnistudio-omniscript-generate | "Analyze dependencies before building OmniScript" |
| omnistudio-datamapper-generate | -> omnistudio-omniscript-generate | "DataRaptor ready, build the OmniScript that uses it" |
| omnistudio-integration-procedure-generate | -> omnistudio-omniscript-generate | "IP ready, wire it into the OmniScript action" |
| From omnistudio-omniscript-generate | To Skill | When |
|---|---|---|
| omnistudio-omniscript-generate | -> omnistudio-flexcard-generate | "Build FlexCard that launches this OmniScript" |
| omnistudio-omniscript-generate | -> platform-metadata-deploy | "Deploy OmniScript to target org" |
| omnistudio-omniscript-generate | -> omnistudio-dependencies-analyze | "Map full dependency tree before deployment" |
| omnistudio-omniscript-generate | -> omnistudio-integration-procedure-generate | "Need a new IP for this OmniScript action" |
| omnistudio-omniscript-generate | -> omnistudio-datamapper-generate | "Need a DataRaptor for data prefill" |
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Gotchas
| Issue | Resolution |
|---|---|
| Multi-language OmniScript | Create separate versions per Language with shared Type/SubType; use translation workbench for labels |
| Embedded OmniScript data passing | Map parent data JSON keys to child OmniScript input via prefillJSON; test data round-trip |
| Large Loop Block datasets | Paginate or limit DataRaptor results; consider server-side filtering in Integration Procedure (IP) |
| OmniScript in FlexCard flyout | Ensure FlexCard passes required context data; test flyout sizing |
| Community/Experience Cloud deployment | Verify OmniScript component is available in Experience Builder; check guest user permissions |
| Save & Resume (Save for Later) | Configure saveNameTemplate, saveExpireInDays; test resume with partial data |
| Versioning conflicts | Deactivate old version before activating new; never have two active versions for same Type/SubType/Language triplet |
| Custom LWC in OmniScript | Register LWC as OmniScript-compatible; follow omniscript-lwc namespace conventions |
| Namespaced orgs | If deploying into a managed OmniStudio package org, prefix bundle names and API names with the appropriate namespace (e.g., omnistudio__) |
OmniProcessType cannot be set on create | OmniProcessType is computed from IsIntegrationProcedure (false for OmniScripts); do not set it directly |
For common runtime troubleshooting (element not rendering, data not prefilling, IP action failing silently), see references/best-practices.md Section 8.
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Notes
API: 66.0 | Mode: Strict (warnings block) | Scoring: Block deployment if score < 67
Required upstream skills: omnistudio-datamapper-generate, omnistudio-integration-procedure-generate
Optional skills: platform-metadata-deploy, omnistudio-flexcard-generate, omnistudio-dependencies-analyze
Creating OmniScripts programmatically: Use REST API (sf api request rest --method POST --body @file.json). Required fields: Name, Type, SubType, Language, VersionNumber. OmniScripts default to IsIntegrationProcedure=false — do NOT set OmniProcessType directly (it is computed). The sf data create record --values flag cannot handle JSON textarea fields like PropertySetConfig. Create child OmniProcessElement records via REST API for each Step and element.
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Output Expectations
Deliverables produced by this skill:
- OmniScript JSON (
assets/omni-process-omniscript.jsontemplate) — OmniProcess record ready for REST API creation - Step element JSON (
assets/omni-process-element-step.jsontemplate) — OmniProcessElement record for each Step (Level=0) - Element JSON (
assets/omni-process-element-text-block.jsonand similar) — OmniProcessElement records for child elements (Level=1+) - Validation report — 120-point score across 6 categories with pass/warn/block threshold result
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Reference File Index
| File | When to read |
|---|---|
references/element-types.md | Phase 2 — Element selection: read before configuring PropertySetConfig for any element type |
references/best-practices.md | Phase 2-5 — Design patterns: read for step design, data prefill, validation, navigation, performance, and troubleshooting guidance |
assets/omni-process-omniscript.json | Phase 3 — Generation: use as the OmniProcess record template when building the OmniScript via REST API |
assets/omni-process-element-step.json | Phase 3 — Generation: use as the Step (Level=0) OmniProcessElement record template |
assets/omni-process-element-text-block.json | Phase 3 — Generation: use as the Text Block element template; adapt for other display element types |
scripts/check-duplicate-omniscript.sh | Phase 3 — Run before creating a new OmniScript to verify no duplicate Type/SubType/Language exists |
scripts/deploy-omniscript.sh | Phase 4 — Run to deploy OmniScript and verify activation; includes prerequisite checks and error recovery |
scripts/cli-reference.sh | Any phase — Full CLI command reference for querying, retrieving, deploying, and verifying OmniScripts |
