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I have an OmniScript built using Salesforce Industries that contains 10 sequential steps. A user completes all 10 steps successfully and then navigates back to a previous step using the Back button.

When the user proceeds forward again, the OmniScript forces the user to go through all intermediate steps instead of allowing them to return directly to Step 10, even though all steps were already completed once.

Has anyone encountered this behavior in OmniScript? 

 Is this an expected

platform limitation, or is there a configuration or design pattern that allows users to jump directly back to the last completed step without re-entering the middle steps?

If this is not supported out of the box, what are the recommended workarounds (for example, Review Step pattern or alternative OmniScript design)?

1 resposta
  1. 8 de abr., 18:29

    Yes, this is a known platform behavior in OmniScript. The sequential step navigation is by design - OmniScript's Back button re-evaluates each step in order to ensure data integrity and conditional logic is correctly reapplied. This behavior exists because subsequent steps may have dependencies on values entered in intermediate steps.

     

    Here are the recommended approaches to achieve direct navigation to the last completed step:

     

    1. Review Step Pattern: Add a dedicated "Review" step at the end of the OmniScript (Step 10). On this step, display all the collected data in a summary format using Display Text elements or Datatable. Add an Edit button for each section that uses the "Navigate to Step" action to jump directly to a specific step. This is the standard Salesforce-recommended pattern for multi-step forms.

     

    2. Custom Navigation Action: Use a Custom LWC action in the OmniScript that calls the omniNavigateTo() method to programmatically jump to a specific step number. Combine this with storing the "last completed step" in an OmniScript variable so you can recall the user's progress.

     

    3. Save and Resume Pattern: Use OmniScript's built-in Save & Resume functionality. Users can save their progress and when they return, they are taken directly to the step where they left off, bypassing the intermediate steps. Enable this in the OmniScript Properties by enabling "Save State".

     

    4. Flatten the Step Structure: If the 10 steps are logically grouped, consider using a single step with multiple sections and show/hide logic (using conditional rendering) to simulate multi-step behavior while technically being on one step. This gives the most flexible navigation.

     

    For most implementations, the Review Step + Navigate to Step combination (Option 1) is the most user-friendly and maintainable approach.

     

    Mani G | Principal/Founder | https://Keneland.com

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