omnistudio-omniscript-generate

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: [PASS] 90+ (Deploy) | [REVIEW] 67-89 (Review) | [BLOCK] <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 (use omnistudio-integration-procedure-generate), mapping full dependency trees (use omnistudio-dependencies-analyze), deploying metadata to org (use platform-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

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

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 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

Run scripts/check-duplicate-omniscript.sh <Type> <SubType> <Language> <org> to verify no duplicate Type/SubType/Language exists.

Build the OmniScript:

1. Create the OmniProcess record with Type, SubType, Language, and OmniProcessType='OmniScript'
2. Create OmniProcessElement child records for each Step (Level=0)
3. Create OmniProcessElement child records for each element within Steps (Level=1+, ordered by Order field)
4. Configure PropertySetConfig JSON for each element
5. 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

1. Prerequisites: Verify org auth (sf org display -o <org>). Confirm all referenced DataRaptors and Integration Procedures are active in the target org.
2. Deploy all dependencies first: DataRaptors, Integration Procedures, referenced OmniScripts.
3. 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).
4. 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	Password

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