sf-industry-commoncore-omniscript

What this skill does

# sf-industry-commoncore-omniscript: 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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## Core Responsibilities

1. **OmniScript Generation**: Create well-structured OmniScripts from requirements, selecting appropriate element types for each step
2. **Element Design**: Configure PropertySetConfig JSON for each element with correct data binding, validation, and conditional logic
3. **Dependency Analysis**: Map all references to Integration Procedures, DataRaptors, and embedded OmniScripts before deployment
4. **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

**sf-industry-commoncore-omnistudio-analyze → sf-industry-commoncore-datamapper → sf-industry-commoncore-integration-procedure → sf-industry-commoncore-omniscript → sf-industry-commoncore-flexcard** (you are here: sf-industry-commoncore-omniscript)

OmniScripts consume Integration Procedures and DataRaptors. Build those FIRST. FlexCards may launch OmniScripts — build FlexCards AFTER. Use sf-industry-commoncore-omnistudio-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 `English` unless 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** | 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

```bash
# Verify no duplicate Type/SubType/Language exists
sf data query -q "SELECT Id,Name,Type,SubType,Language,IsActive,VersionNumber FROM