OmniScripts provide guided processes, making it easier for users to complete tasks. You can use them for scenarios such as capturing new client information, managing service requests, or onboarding new accounts.

1. Create a New OmniScript

• Open the App Launcher and search for OmniScript.

  
  

• Select OmniScript and click New.

  
  

• Enter the required details, including Name, Type, Subtype, and Description.

  
  

• Open the OmniScript Designer to begin building the workflow.

2. Understand the OmniScript Designer

The OmniScript Designer provides a canvas where you can add and arrange components using a drag-and-drop interface.

Its main sections include:

• Canvas: The central workspace where you build the steps and arrange elements.

  
  

• Build Tab: Contains the components used to create the workflow.

  
  

• Setup Tab: Provides configuration options for the selected elements.

The Build Tab includes several component categories:

• Action: If you want to trigger an action on related information - you can find them here.

  
  

• Display: It is a static display, it can be a line break or a Text Block.

  
  

• Functions: If you want to add a formula or some messaging, you will use Functions on any kind of element.

  
  

• Groups: If you want to group elements together you can use this.

  
  

• Input: If you must enter an input - the input will be found in this panel.

  
  

• OmniScripts: You can embed an OmniScript into an OmniScript, this helps with the reusability and speeds up development.

3. Create a Client Address Capture Step

To understand how these components work, let's build a simple address capture step.

• Under Build Tab → Groups, drag the Step element onto the canvas.

  
  

• Expand the Step element to add components.

  
  

• Under Build Tab → Input, drag a Text element into Step 1.

  
  

• Open the Properties tab and set its Name to FirstName and Label to First Name.

  
  

• Add another Text element and label it Last Name.

  
  

• Under Build Tab → Groups, add a Type Ahead Block and set its Name and Label to Mailing Address.

  
  

4. Configure Address Autocomplete

A Type Ahead Block can retrieve suggestions as users enter information. For address capture, it can be configured to use the Google Maps API.

• Select the Mailing Address Block on the canvas.

  
  

• Open its Properties tab.

  
  

• Enable Google Maps Autocomplete.

  
  

• Enter your Google Maps API key in the designated field.

  
  

• Uncheck Hide Map if you want to display a map alongside the address suggestions.

As users enter an address, the configured integration retrieves matching suggestions from Google Maps. This helps users select a verified address instead of entering the entire address manually.

5. Arrange, Preview, and Activate the OmniScript

• Arrange the input elements within the 12-column canvas to create the required layout.

  
  

• Switch to Preview Mode to test the address capture step.

  
  

• Check that the input fields and address autocomplete work as expected.

  
  

• Activate the OmniScript once the configuration is complete.

With these steps, you can create a guided data-entry experience that simplifies information capture and makes financial services workflows more consistent.