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PDF Actions in Omniscript
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PDF Actions in Omniscript

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Questions and Answers

Which browsers are not supported for the PDF Action in Omniscript?

  • Internet Explorer 11 (correct)
  • Microsoft Edge
  • All Firefox versions
  • Safari

    • What must be added in the JSON editor of the PDF Action Properties pane to enable older PDF viewers to display text fields?

  • showFields: true
  • useTextField: true
  • enablePDFViewer: true
  • useAppearanceObject: true (correct)

    • What is the potential issue with generating PDFs larger than 1MB?

  • They are not supported by older PDF viewers.
  • They will not display text fields correctly.
  • They can take several minutes to generate. (correct)
  • They will cause the application to crash.

    • What is the default setting for the useAppearanceObject property?

    <p>Undefined</p> Signup and view all the answers

    What happens to the 'Edit block' when trying to implement the PDF Action?

    <p>It does not support this action.</p> Signup and view all the answers

    Which statement is true about PDFs larger than 250KB?

    <p>They might generate slowly.</p> Signup and view all the answers

    What is a common consequence for PDFs that exceed 1MB in size during generation?

    <p>They can take a long time and might time out.</p> Signup and view all the answers

    What is necessary for populating a PDF with Omniscript data?

    <p>The PDF Action</p> Signup and view all the answers

    What role does the Omniscript designer play in the creation of a guided customer path?

    <p>The Omniscript designer allows users to drag and drop elements, building a structured process for customers to complete their business tasks.</p> Signup and view all the answers

    What are the four types of Data Raptors, and what is their primary function?

    <p>The four types of Data Raptors are Extract, Turbo Extract, Load, and Transform, primarily used for reading, writing, and transforming Salesforce data.</p> Signup and view all the answers

    Explain the significance of uploading the PDF template to Salesforce Documents for Omniscript integration.

    <p>Uploading the PDF template to Salesforce Documents is essential to grant the Omni Script access to the template for generating PDFs from collected data.</p> Signup and view all the answers

    Describe the first step required to generate a PDF from an OmniScript form.

    <p>The first step is creating a PDF template that includes dynamic fields to capture the data submitted by the user on the OmniScript form.</p> Signup and view all the answers

    How does the Transform Data Raptor function in the context of PDF generation?

    <p>The Transform Data Raptor is utilized to convert the JSON output from the OmniScript into a PDF format.</p> Signup and view all the answers

    What key action must be performed after dragging the PDF Action element in Omni Script?

    <p>You must choose the document template uploaded in the Action Properties.</p> Signup and view all the answers

    Describe the purpose of the Pre-Transform Data Raptor Interface in the PDF Action.

    <p>It is used to select the data raptor that prepares data for the PDF output.</p> Signup and view all the answers

    In the process of generating a PDF, what is the importance of mapping fields in the Data Raptor?

    <p>Mapping fields ensures that the input JSON Path corresponds correctly to the desired PDF output fields.</p> Signup and view all the answers

    What outcome is achieved after executing the form with input values in the Omni Script?

    <p>A PDF is generated automatically based on the filled input values.</p> Signup and view all the answers

    How does the usage of Omni Script and Data Raptors benefit customers in filling out forms?

    <p>It allows customers to complete forms for various services while ensuring efficient PDF generation.</p> Signup and view all the answers

    Study Notes

    Adding a PDF Action to an Omniscript

    • PDF Action allows the population of a PDF document using data from Omniscript.
    • Compatibility issues: PDF Action is not supported in IE 11 browsers.
    • Older PDF viewers can now display text fields in PDFs by enabling the appearance object property.
    • To enable the appearance object, set "useAppearanceObject": true in the JSON editor of the PDF Action Properties pane.
    • Processing times can be slow for larger PDFs, specifically:
      • PDFs larger than 250KB exhibit slow generation speeds.
      • PDFs exceeding 1MB may take several minutes to generate and could time out.

    OmniScript Overview

    • Declarative scripting tool for creating customer workflows using a drag-and-drop interface.
    • Designed to provide a guided path for users to complete business processes.
    • Utilizes OmniScript actions to execute complex functionalities in the background.

    Data Raptor Functions

    • Tool for reading, writing, and transforming Salesforce data.
    • Four types of Data Raptors: Extract, Turbo Extract, Load, and Transform.
    • Transform Data Raptor can convert JSON output to PDF format.

    Steps to Generate PDF from OmniScript

    • Step 1: Create PDF Template

      • Purchase Adobe Reader to edit the template.
      • Drag fields into the template for dynamic input (e.g., textbox labels).

    • Step 2: Upload PDF Template

      • Upload the created PDF template to the Salesforce documents folder for OmniScript access.

    • Step 3: Create OmniScript Form

      • Configure an OmniScript form to gather customer data.
      • Use a Step element to organize the input fields efficiently within the form.

    • Step 4: Connect PDF Action

      • Link the uploaded PDF template to the form using a PDF Action element.
      • Set Action Properties to specify the document and Data Raptor selection.

    • Step 5: Create Data Raptor Transform

      • Access Omni Studio App and navigate to "Omni Studio Data Raptors" tab to create a new one.
      • Map input JSON Path fields to the corresponding PDF output fields, ensuring field names match.

    • Step 6: Generate PDF

      • Execute the OmniScript form with user input, triggering automatic PDF generation.

    Applications of OmniScript and Data Raptors

    • Enables customers to fill forms for various services, including:

      • Government benefits
      • Insurance policies
      • Healthcare coverage

    • Facilitates streamlined customer experiences through integrated data handling and PDF generation capabilities.

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    Related Documents

    Add a PDF Action to an Omniscript.pdf

    Description

    This quiz covers the integration of PDF Actions within Omniscript, focusing on how to populate PDF documents with data. It also discusses compatibility issues, performance considerations for larger files, and enabling appearance options in PDF viewers.

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