afv-library/skills/omnistudio-omniscript-generate/SKILL.md

---
name: omnistudio-omniscript-generate
description: "OmniStudio OmniScript creation and validation with 120-point scoring. Use when building guided digital experiences, multi-step forms, or interactive processes that orchestrate Integration Procedures and Data Mappers. TRIGGER when: user creates OmniScripts, designs step flows, configures element types, or reviews existing OmniScript configurations. DO NOT TRIGGER when: building FlexCards (use omnistudio-flexcard-generate), creating Integration Procedures directly (use omnistudio-integration-procedure-generate), or analyzing dependencies (use omnistudio-dependencies-analyze)."
metadata:
  version: "1.0"
---

# 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)

---

## 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`)

---

## 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 |

---

## 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

---

## 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.

---

## 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 |

---

## 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):
```yaml
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

---

## 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.

---

## 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 |

---

## CLI Commands

See `scripts/cli-reference.sh` for the full command reference. Common commands:

```bash
# 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" |

---

## 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.

---

## 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.

---

## Output Expectations

Deliverables produced by this skill:

- **OmniScript JSON** (`assets/omni-process-omniscript.json` template) — OmniProcess record ready for REST API creation
- **Step element JSON** (`assets/omni-process-element-step.json` template) — OmniProcessElement record for each Step (Level=0)
- **Element JSON** (`assets/omni-process-element-text-block.json` and similar) — OmniProcessElement records for child elements (Level=1+)
- **Validation report** — 120-point score across 6 categories with pass/warn/block threshold result

---

## 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 |