@salesforce/afv-skills 1.20.0 → 1.22.0

package/skills/omnistudio-omniscript-generate/references/element-types.md

@@ -0,0 +1,1172 @@
+<!-- Parent: omnistudio-omniscript-generate/SKILL.md -->
+
+# OmniScript Element Type Reference
+
+> **Applies to**: OmniStudio OmniScripts (OmniProcessType='OmniScript')
+> **Companion**: See `best-practices.md` for design patterns and usage guidance
+
+Each OmniScript element is stored as an `OmniProcessElement` child record. The `ElementType` field identifies the type, and the `PropertySetConfig` field contains a JSON blob with all configuration.
+
+---
+
+## Table of Contents
+
+1. [Container Elements](#1-container-elements)
+2. [Input Elements](#2-input-elements)
+3. [Display Elements](#3-display-elements)
+4. [Action Elements](#4-action-elements)
+5. [Logic Elements](#5-logic-elements)
+6. [Common PropertySetConfig Properties](#6-common-propertysetconfig-properties)
+
+---
+
+## 1. Container Elements
+
+### Step
+
+Top-level container representing a page/screen in the OmniScript wizard. All other elements are children of a Step.
+
+| Property | Type | Required | Description |
+|----------|------|----------|-------------|
+| `label` | String | Yes | Display label shown in the step chart |
+| `chartLabel` | String | No | Shortened label for the step chart indicator |
+| `show` | Object | No | Conditional visibility expression |
+| `knowledgeOptions` | Object | No | Knowledge article sidebar configuration |
+| `validationRequired` | Boolean | No | Require all child validations to pass before advancing |
+| `allowSaveForLater` | Boolean | No | Enable save & resume on this Step |
+| `errorMessage` | String | No | Custom message when Step validation fails |
+| `instruction` | String | No | Help text displayed at the top of the Step |
+| `cancelLabel` | String | No | Custom label for the Cancel button |
+| `nextLabel` | String | No | Custom label for the Next button |
+| `previousLabel` | String | No | Custom label for the Previous button |
+| `completeLabel` | String | No | Custom label for the final Submit button |
+| `showPersistentComponent` | Array | No | Components visible across Steps (e.g., summary sidebar) |
+
+```json
+{
+  "label": "Contact Information",
+  "chartLabel": "Contact",
+  "validationRequired": true,
+  "instruction": "Please provide your contact details.",
+  "nextLabel": "Continue to Service Details",
+  "show": {
+    "group": {
+      "operator": "AND",
+      "rules": [
+        { "field": "HasContactInfo", "condition": "=", "data": "false" }
+      ]
+    }
+  }
+}
+```
+
+**Level**: 0 (always top-level)
+**Order**: Determines the Step sequence in the wizard
+
+---
+
+### Conditional Block
+
+Groups elements that appear or disappear together based on a condition.
+
+| Property | Type | Required | Description |
+|----------|------|----------|-------------|
+| `conditionType` | String | Yes | `"group"` for complex conditions, `"simpleFormula"` for formula |
+| `show` | Object | Yes | Condition expression (same syntax as Step `show`) |
+| `label` | String | No | Display label for the block |
+
+```json
+{
+  "conditionType": "group",
+  "show": {
+    "group": {
+      "operator": "AND",
+      "rules": [
+        { "field": "CustomerType", "condition": "=", "data": "Business" }
+      ]
+    }
+  }
+}
+```
+
+**Level**: 1+ (child of a Step)
+
+---
+
+### Loop Block
+
+Iterates over a data array and renders its child elements for each item.
+
+| Property | Type | Required | Description |
+|----------|------|----------|-------------|
+| `loopData` | String | Yes | JSON path to the data array (e.g., `%LineItems%`) |
+| `label` | String | No | Display label |
+| `repeat` | String | No | Merge field referencing array length or explicit count |
+| `allowAdd` | Boolean | No | Allow user to add items to the loop |
+| `allowDelete` | Boolean | No | Allow user to remove items from the loop |
+| `minItems` | Number | No | Minimum required items |
+| `maxItems` | Number | No | Maximum allowed items |
+
+```json
+{
+  "loopData": "%OrderLines%",
+  "allowAdd": true,
+  "allowDelete": true,
+  "minItems": 1,
+  "maxItems": 20,
+  "label": "Order Line Items"
+}
+```
+
+**Level**: 1+ (child of a Step)
+
+---
+
+### Edit Block
+
+Provides inline editing of tabular data with row-level add/edit/delete.
+
+| Property | Type | Required | Description |
+|----------|------|----------|-------------|
+| `editFields` | Array | Yes | Fields available for editing |
+| `dataSource` | String | Yes | JSON path to the data array |
+| `label` | String | No | Table heading |
+| `columns` | Array | No | Column definitions (label, field, width) |
+| `allowAdd` | Boolean | No | Allow adding rows |
+| `allowDelete` | Boolean | No | Allow deleting rows |
+
+```json
+{
+  "dataSource": "%ContactList%",
+  "editFields": ["FirstName", "LastName", "Email", "Phone"],
+  "columns": [
+    { "label": "First Name", "field": "FirstName", "width": "25%" },
+    { "label": "Last Name", "field": "LastName", "width": "25%" },
+    { "label": "Email", "field": "Email", "width": "30%" },
+    { "label": "Phone", "field": "Phone", "width": "20%" }
+  ],
+  "allowAdd": true,
+  "allowDelete": true
+}
+```
+
+**Level**: 1+ (child of a Step)
+
+---
+
+## 2. Input Elements
+
+### Common Input Properties
+
+All input elements share these base properties:
+
+| Property | Type | Required | Description |
+|----------|------|----------|-------------|
+| `label` | String | Yes | Field label displayed to the user |
+| `required` | Boolean | No | Whether the field must have a value |
+| `readOnly` | Boolean | No | Display value without allowing edit |
+| `defaultValue` | Mixed | No | Default value on load |
+| `placeholder` | String | No | Placeholder text in the empty field |
+| `helpText` | String | No | Tooltip or help text |
+| `show` | Object | No | Conditional visibility expression |
+| `accessibleInPreview` | Boolean | No | Include in review/confirmation Step |
+| `hide` | Boolean | No | Hide from display (still in data JSON) |
+| `debounce` | Number | No | Milliseconds to debounce input changes |
+| `maskValue` | Boolean | No | Mask the displayed value (for sensitive data) |
+
+---
+
+### Text
+
+Single-line text input.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `pattern` | String | Regex pattern for validation |
+| `patternErrorMessage` | String | Error shown when pattern fails |
+| `minLength` | Number | Minimum character count |
+| `maxLength` | Number | Maximum character count |
+| `inputType` | String | HTML input type override (`text`, `email`, `tel`, `url`) |
+
+```json
+{
+  "label": "First Name",
+  "required": true,
+  "placeholder": "Enter your first name",
+  "minLength": 2,
+  "maxLength": 80,
+  "pattern": "^[a-zA-Z\\s'-]+$",
+  "patternErrorMessage": "Name may only contain letters, spaces, hyphens, and apostrophes."
+}
+```
+
+---
+
+### Text Area
+
+Multi-line text input.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `rows` | Number | Number of visible text rows |
+| `maxLength` | Number | Maximum character count |
+| `richText` | Boolean | Enable rich text editing |
+
+```json
+{
+  "label": "Description",
+  "rows": 4,
+  "maxLength": 32000,
+  "placeholder": "Describe the issue in detail..."
+}
+```
+
+---
+
+### Number
+
+Numeric input with formatting.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `min` | Number | Minimum value |
+| `max` | Number | Maximum value |
+| `step` | Number | Increment step |
+| `format` | String | Display format (e.g., `"0,0.00"`) |
+| `precision` | Number | Decimal precision |
+
+```json
+{
+  "label": "Quantity",
+  "required": true,
+  "min": 1,
+  "max": 9999,
+  "step": 1,
+  "format": "0,0",
+  "defaultValue": 1
+}
+```
+
+---
+
+### Currency
+
+Currency input with locale formatting.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `currencyCode` | String | ISO currency code (e.g., `"USD"`) |
+| `min` | Number | Minimum value |
+| `max` | Number | Maximum value |
+| `precision` | Number | Decimal precision |
+
+```json
+{
+  "label": "Requested Amount",
+  "required": true,
+  "currencyCode": "USD",
+  "min": 0.01,
+  "max": 1000000,
+  "precision": 2
+}
+```
+
+---
+
+### Date
+
+Date picker input.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `dateFormat` | String | Display format (e.g., `"MM/DD/YYYY"`) |
+| `minDate` | String | Earliest selectable date (`"TODAY"`, `"-30"`, `"2025-01-01"`) |
+| `maxDate` | String | Latest selectable date (`"TODAY"`, `"+365"`) |
+
+```json
+{
+  "label": "Requested Start Date",
+  "required": true,
+  "dateFormat": "MM/DD/YYYY",
+  "minDate": "TODAY",
+  "maxDate": "+365"
+}
+```
+
+---
+
+### Date/Time
+
+Combined date and time picker.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `dateFormat` | String | Date display format |
+| `timeFormat` | String | Time display format (`"HH:mm"`, `"hh:mm A"`) |
+| `minDate` | String | Earliest selectable date |
+| `maxDate` | String | Latest selectable date |
+
+```json
+{
+  "label": "Appointment Date & Time",
+  "dateFormat": "MM/DD/YYYY",
+  "timeFormat": "hh:mm A"
+}
+```
+
+---
+
+### Time
+
+Time-only picker.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `timeFormat` | String | Time display format |
+| `minuteInterval` | Number | Interval for minute selection (e.g., 15, 30) |
+
+```json
+{
+  "label": "Preferred Time",
+  "timeFormat": "hh:mm A",
+  "minuteInterval": 15
+}
+```
+
+---
+
+### Checkbox
+
+Boolean toggle input.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `defaultValue` | Boolean | Initial checked state |
+| `checkLabel` | String | Label displayed next to the checkbox |
+
+```json
+{
+  "label": "Terms and Conditions",
+  "checkLabel": "I agree to the terms and conditions",
+  "required": true,
+  "defaultValue": false
+}
+```
+
+---
+
+### Radio
+
+Radio button group for single selection.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `options` | Array | Static options `[{ "name": "label", "value": "val" }]` |
+| `optionSource` | Object | Data-driven options from a DataRaptor or data JSON |
+| `orientation` | String | `"horizontal"` or `"vertical"` |
+
+```json
+{
+  "label": "Contact Preference",
+  "required": true,
+  "orientation": "vertical",
+  "options": [
+    { "name": "Email", "value": "Email" },
+    { "name": "Phone", "value": "Phone" },
+    { "name": "Mail", "value": "Mail" }
+  ]
+}
+```
+
+---
+
+### Select
+
+Dropdown selection input.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `options` | Array | Static options `[{ "name": "label", "value": "val" }]` |
+| `optionSource` | Object | Data-driven options configuration |
+| `multiselect` | Boolean | Allow multiple selections (use Multi-select element instead) |
+
+```json
+{
+  "label": "State",
+  "required": true,
+  "options": [
+    { "name": "California", "value": "CA" },
+    { "name": "New York", "value": "NY" },
+    { "name": "Texas", "value": "TX" }
+  ]
+}
+```
+
+---
+
+### Multi-select
+
+Multiple item selection input.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `options` | Array | Static options |
+| `optionSource` | Object | Data-driven options configuration |
+| `maxSelections` | Number | Maximum number of selections allowed |
+| `minSelections` | Number | Minimum number of selections required |
+
+```json
+{
+  "label": "Interested Products",
+  "options": [
+    { "name": "Product A", "value": "ProdA" },
+    { "name": "Product B", "value": "ProdB" },
+    { "name": "Product C", "value": "ProdC" }
+  ],
+  "maxSelections": 3
+}
+```
+
+---
+
+### Type Ahead
+
+Search/autocomplete input that queries a data source as the user types.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `dataSource` | String | DataRaptor bundle or IP to query |
+| `searchField` | String | Field to search against |
+| `displayField` | String | Field to display in results |
+| `valueField` | String | Field to store as the selected value |
+| `minCharacters` | Number | Minimum characters before search fires |
+| `maxResults` | Number | Maximum results to display |
+| `debounce` | Number | Milliseconds to debounce search requests |
+| `inputMap` | Object | Additional parameters to pass to the data source |
+
+```json
+{
+  "label": "Search Account",
+  "dataSource": "DR_SearchAccounts",
+  "searchField": "Name",
+  "displayField": "Name",
+  "valueField": "Id",
+  "minCharacters": 3,
+  "maxResults": 10,
+  "debounce": 300,
+  "inputMap": {
+    "RecordType": "Customer"
+  }
+}
+```
+
+---
+
+### Email
+
+Email input with built-in format validation.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `placeholder` | String | Placeholder text |
+| `pattern` | String | Override regex (default email pattern is built-in) |
+
+```json
+{
+  "label": "Email Address",
+  "required": true,
+  "placeholder": "name@example.com"
+}
+```
+
+---
+
+### Telephone
+
+Phone number input with optional masking.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `mask` | String | Input mask pattern (e.g., `"(999) 999-9999"`) |
+| `placeholder` | String | Placeholder text |
+
+```json
+{
+  "label": "Phone Number",
+  "mask": "(999) 999-9999",
+  "placeholder": "(555) 123-4567"
+}
+```
+
+---
+
+### URL
+
+URL input with built-in format validation.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `placeholder` | String | Placeholder text |
+| `pattern` | String | Override regex for URL validation |
+
+```json
+{
+  "label": "Website",
+  "placeholder": "https://www.example.com"
+}
+```
+
+---
+
+### Password
+
+Masked text input for sensitive values.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `minLength` | Number | Minimum password length |
+| `maxLength` | Number | Maximum password length |
+| `pattern` | String | Complexity regex |
+| `patternErrorMessage` | String | Error when pattern fails |
+
+```json
+{
+  "label": "Temporary PIN",
+  "required": true,
+  "minLength": 6,
+  "maxLength": 6,
+  "pattern": "^\\d{6}$",
+  "patternErrorMessage": "PIN must be exactly 6 digits."
+}
+```
+
+---
+
+### Range
+
+Slider input for selecting a value within a range.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `min` | Number | Minimum value |
+| `max` | Number | Maximum value |
+| `step` | Number | Increment step |
+| `showValue` | Boolean | Display the selected value |
+
+```json
+{
+  "label": "Satisfaction Rating",
+  "min": 1,
+  "max": 10,
+  "step": 1,
+  "showValue": true,
+  "defaultValue": 5
+}
+```
+
+---
+
+### Signature
+
+Signature capture pad for e-signatures.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `penColor` | String | Drawing color (hex or name) |
+| `backgroundColor` | String | Pad background color |
+| `width` | Number | Pad width in pixels |
+| `height` | Number | Pad height in pixels |
+| `clearLabel` | String | Label for the clear button |
+
+```json
+{
+  "label": "Customer Signature",
+  "required": true,
+  "penColor": "#000000",
+  "backgroundColor": "#FFFFFF",
+  "width": 400,
+  "height": 150,
+  "clearLabel": "Clear Signature"
+}
+```
+
+---
+
+### File
+
+File upload input.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `maxFileSize` | Number | Maximum file size in bytes |
+| `allowedExtensions` | String | Comma-separated allowed extensions |
+| `maxFiles` | Number | Maximum number of files |
+| `uploadLabel` | String | Custom upload button label |
+
+```json
+{
+  "label": "Supporting Documents",
+  "maxFileSize": 5242880,
+  "allowedExtensions": "pdf,jpg,png,docx",
+  "maxFiles": 5,
+  "uploadLabel": "Upload Document"
+}
+```
+
+---
+
+## 3. Display Elements
+
+### Text Block
+
+Static content display. Supports HTML and merge fields.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `textContent` | String | HTML content to display |
+| `HTMLTemplateId` | String | Reference to an HTML template |
+| `sanitize` | Boolean | Sanitize HTML content |
+
+```json
+{
+  "textContent": "<p>Welcome, <strong>%FirstName%</strong>. Please review the following information.</p>",
+  "sanitize": true
+}
+```
+
+---
+
+### Headline
+
+Section heading element.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `text` | String | Heading text |
+| `level` | Number | Heading level (1-6, maps to h1-h6) |
+
+```json
+{
+  "text": "Account Details",
+  "level": 2
+}
+```
+
+---
+
+### Aggregate
+
+Calculated summary display based on data in the OmniScript JSON.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `aggregateExpression` | String | Calculation expression |
+| `format` | String | Display format |
+| `dataType` | String | Result data type (`"number"`, `"currency"`, `"percent"`) |
+
+```json
+{
+  "label": "Total Amount",
+  "aggregateExpression": "SUM(%OrderLines:Amount%)",
+  "format": "$0,0.00",
+  "dataType": "currency"
+}
+```
+
+---
+
+### Disclosure
+
+Expandable/collapsible content section.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `label` | String | Clickable section header |
+| `defaultExpanded` | Boolean | Initial expand state |
+
+```json
+{
+  "label": "Additional Information",
+  "defaultExpanded": false
+}
+```
+
+---
+
+### Image
+
+Image display element.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `imageURL` | String | URL to the image |
+| `altText` | String | Alternative text for accessibility |
+| `width` | String | Display width (px or %) |
+| `height` | String | Display height (px or %) |
+
+```json
+{
+  "imageURL": "/resource/CompanyLogo",
+  "altText": "Company Logo",
+  "width": "200px"
+}
+```
+
+---
+
+### Chart
+
+Data visualization element.
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `chartType` | String | Chart type (`"bar"`, `"pie"`, `"line"`, `"donut"`) |
+| `dataSource` | String | JSON path to chart data |
+| `labelField` | String | Field for chart labels |
+| `valueField` | String | Field for chart values |
+| `title` | String | Chart title |
+
+```json
+{
+  "chartType": "pie",
+  "dataSource": "%CoverageBreakdown%",
+  "labelField": "CoverageType",
+  "valueField": "Amount",
+  "title": "Coverage Distribution"
+}
+```
+
+---
+
+## 4. Action Elements
+
+### DataRaptor Extract Action
+
+Executes a DataRaptor Extract to pull data from Salesforce.
+
+| Property | Type | Required | Description |
+|----------|------|----------|-------------|
+| `bundle` | String | Yes | DataRaptor Extract bundle name |
+| `inputMap` | Object | No | Input parameters mapped from data JSON |
+| `outputMap` | Object | No | Output mapping to data JSON keys |
+| `executionConditionFormula` | String | No | Formula to conditionally execute |
+| `showError` | Boolean | No | Display error on failure |
+| `errorMessage` | String | No | Custom error message |
+| `responseJSONPath` | String | No | Path to extract from response |
+| `sendOnlyIfNotEmpty` | Boolean | No | Skip if input values are empty |
+
+```json
+{
+  "bundle": "DR_ExtractAccountDetails",
+  "inputMap": {
+    "AccountId": "%SelectedAccountId%"
+  },
+  "outputMap": {
+    "AccountName": "AccountName",
+    "BillingStreet": "BillingStreet",
+    "BillingCity": "BillingCity",
+    "BillingState": "BillingState",
+    "BillingPostalCode": "BillingPostalCode"
+  },
+  "executionConditionFormula": "IF(%SelectedAccountId% != '', true, false)",
+  "showError": true,
+  "errorMessage": "Unable to retrieve account details. Please try again."
+}
+```
+
+---
+
+### DataRaptor Load Action
+
+Executes a DataRaptor Load to write data to Salesforce.
+
+| Property | Type | Required | Description |
+|----------|------|----------|-------------|
+| `bundle` | String | Yes | DataRaptor Load bundle name |
+| `inputMap` | Object | No | Input parameters from data JSON |
+| `executionConditionFormula` | String | No | Conditional execution formula |
+| `showError` | Boolean | No | Display error on failure |
+| `errorMessage` | String | No | Custom error message |
+
+```json
+{
+  "bundle": "DR_CreateServiceRequest",
+  "inputMap": {
+    "AccountId": "%SelectedAccountId%",
+    "Subject": "%RequestSubject%",
+    "Description": "%RequestDescription%",
+    "Priority": "%RequestPriority%"
+  },
+  "showError": true,
+  "errorMessage": "Failed to create the service request. Please contact support."
+}
+```
+
+---
+
+### Integration Procedure Action
+
+Calls a server-side Integration Procedure.
+
+| Property | Type | Required | Description |
+|----------|------|----------|-------------|
+| `ipMethod` | String | Yes | IP identifier (`"Type_SubType"` format) |
+| `inputMap` | Object | No | Input parameters from data JSON |
+| `outputMap` | Object | No | Output mapping to data JSON keys |
+| `remoteOptions` | Object | No | Execution options (chainable, preTransform, postTransform) |
+| `executionConditionFormula` | String | No | Conditional execution formula |
+| `showError` | Boolean | No | Display error on failure |
+| `errorMessage` | String | No | Custom error message |
+| `remoteTimeout` | Number | No | Timeout in milliseconds |
+| `responseJSONPath` | String | No | Path to extract from response |
+| `preTransformBundle` | String | No | DataRaptor to transform input before sending |
+| `postTransformBundle` | String | No | DataRaptor to transform output after receiving |
+
+```json
+{
+  "ipMethod": "Eligibility_CheckMember",
+  "inputMap": {
+    "MemberId": "%MemberId%",
+    "ServiceDate": "%RequestedDate%"
+  },
+  "outputMap": {
+    "IsEligible": "EligibilityResult",
+    "PlanName": "MemberPlan",
+    "CopayAmount": "EstimatedCopay"
+  },
+  "remoteOptions": {
+    "preTransformBundle": "DR_TransformEligibilityInput",
+    "postTransformBundle": "DR_TransformEligibilityOutput"
+  },
+  "remoteTimeout": 30000,
+  "showError": true,
+  "errorMessage": "Eligibility check failed. Please verify member ID and try again."
+}
+```
+
+---
+
+### Remote Action
+
+Calls an Apex @RemoteAction method or REST endpoint.
+
+| Property | Type | Required | Description |
+|----------|------|----------|-------------|
+| `remoteClass` | String | Yes | Apex class name |
+| `remoteMethod` | String | Yes | Method name |
+| `inputMap` | Object | No | Input parameters |
+| `outputMap` | Object | No | Output mapping |
+| `remoteOptions` | Object | No | Execution options |
+| `showError` | Boolean | No | Display error on failure |
+
+```json
+{
+  "remoteClass": "CustomEligibilityService",
+  "remoteMethod": "checkEligibility",
+  "inputMap": {
+    "memberId": "%MemberId%"
+  },
+  "outputMap": {
+    "result": "EligibilityResult"
+  },
+  "showError": true
+}
+```
+
+---
+
+### Navigate Action
+
+Navigates to another page, OmniScript, or URL.
+
+| Property | Type | Required | Description |
+|----------|------|----------|-------------|
+| `targetType` | String | Yes | `"OmniScript"`, `"URL"`, `"Record"`, `"FlexCard"` |
+| `targetId` | String | Conditional | Record ID or OmniScript Type_SubType_Language |
+| `URL` | String | Conditional | Target URL (when targetType is `"URL"`) |
+| `params` | Object | No | Parameters to pass to the target |
+| `openInNewTab` | Boolean | No | Open in a new browser tab |
+
+```json
+{
+  "targetType": "OmniScript",
+  "targetId": "ServiceRequest_FollowUp_English",
+  "params": {
+    "CaseId": "%CreatedCaseId%",
+    "AccountId": "%SelectedAccountId%"
+  }
+}
+```
+
+---
+
+### Email Action
+
+Sends an email using a Salesforce email template.
+
+| Property | Type | Required | Description |
+|----------|------|----------|-------------|
+| `emailTemplateId` | String | Yes | Email template ID or developer name |
+| `recipientMap` | Object | No | Recipient field mappings |
+| `senderAddress` | String | No | Override sender address |
+
+```json
+{
+  "emailTemplateId": "ServiceRequestConfirmation",
+  "recipientMap": {
+    "toAddress": "%ContactEmail%",
+    "whatId": "%CreatedCaseId%"
+  }
+}
+```
+
+---
+
+### DocuSign Envelope Action
+
+Triggers a DocuSign envelope for e-signature.
+
+| Property | Type | Required | Description |
+|----------|------|----------|-------------|
+| `templateId` | String | Yes | DocuSign template ID |
+| `recipientMap` | Object | Yes | Signer mappings |
+| `prefillTabs` | Object | No | Pre-populated tab values |
+
+```json
+{
+  "templateId": "abc123-template-id",
+  "recipientMap": {
+    "signer1": {
+      "name": "%CustomerName%",
+      "email": "%CustomerEmail%"
+    }
+  }
+}
+```
+
+---
+
+## 5. Logic Elements
+
+### Set Values
+
+Assigns values to data JSON keys. Used for data transformation, defaults, and computed values.
+
+| Property | Type | Required | Description |
+|----------|------|----------|-------------|
+| `elementValueMap` | Object | Yes | Key-value pairs to set in the data JSON |
+| `executionConditionFormula` | String | No | Conditional execution |
+
+```json
+{
+  "elementValueMap": {
+    "FullName": "CONCAT(%FirstName%, ' ', %LastName%)",
+    "SubmissionDate": "TODAY()",
+    "Status": "Submitted",
+    "RequestId": "CONCAT('SR-', %CaseNumber%)"
+  }
+}
+```
+
+---
+
+### Validation
+
+Validates data using a formula expression. Blocks Step advancement when validation fails.
+
+| Property | Type | Required | Description |
+|----------|------|----------|-------------|
+| `validationFormula` | String | Yes | Formula that must evaluate to `true` to pass |
+| `errorMessage` | String | Yes | Error displayed when validation fails |
+
+```json
+{
+  "validationFormula": "%EndDate% > %StartDate%",
+  "errorMessage": "End date must be after the start date."
+}
+```
+
+Multiple conditions example:
+```json
+{
+  "validationFormula": "AND(%Age% >= 18, %Age% <= 120)",
+  "errorMessage": "Age must be between 18 and 120."
+}
+```
+
+---
+
+### Formula
+
+Calculates a value using a formula expression and stores the result in the data JSON.
+
+| Property | Type | Required | Description |
+|----------|------|----------|-------------|
+| `expression` | String | Yes | Formula expression |
+| `dataType` | String | No | Result type (`"number"`, `"text"`, `"boolean"`, `"date"`) |
+| `decimalPlaces` | Number | No | Decimal precision for number results |
+
+```json
+{
+  "label": "TotalWithTax",
+  "expression": "%SubTotal% * (1 + %TaxRate% / 100)",
+  "dataType": "number",
+  "decimalPlaces": 2
+}
+```
+
+---
+
+### Submit Action
+
+Final submission action that processes collected data. Typically the last element in the last Step.
+
+| Property | Type | Required | Description |
+|----------|------|----------|-------------|
+| `postMessage` | String | No | Success message displayed after submission |
+| `postSuccessMessage` | String | No | Message shown on the post-submit screen |
+| `preTransformBundle` | String | No | DataRaptor to transform data before submission |
+| `postTransformBundle` | String | No | DataRaptor to transform data after submission |
+| `submitLabel` | String | No | Custom label for the submit button |
+| `validationRequired` | Boolean | No | Re-validate all Steps before submitting |
+| `redirectPageName` | String | No | Page to redirect after submission |
+| `redirectTemplateUrl` | String | No | URL template for redirect |
+
+```json
+{
+  "postMessage": "Your service request has been submitted successfully.",
+  "preTransformBundle": "DR_PrepareSubmission",
+  "postTransformBundle": "DR_ProcessResponse",
+  "submitLabel": "Submit Request",
+  "validationRequired": true,
+  "redirectTemplateUrl": "/case/%CreatedCaseId%"
+}
+```
+
+---
+
+## 6. Common PropertySetConfig Properties
+
+These properties apply across multiple element types.
+
+### Conditional Visibility (`show`)
+
+Controls whether an element is rendered.
+
+```json
+{
+  "show": {
+    "group": {
+      "operator": "AND",
+      "rules": [
+        { "field": "CustomerType", "condition": "=", "data": "Business" },
+        { "field": "AnnualRevenue", "condition": ">", "data": "1000000" }
+      ]
+    }
+  }
+}
+```
+
+**Operators**: `AND`, `OR`
+**Conditions**: `=`, `!=`, `>`, `<`, `>=`, `<=`, `contains`, `starts with`, `ends with`, `is null`, `is not null`
+
+### Nested Groups
+
+```json
+{
+  "show": {
+    "group": {
+      "operator": "OR",
+      "rules": [
+        { "field": "Status", "condition": "=", "data": "Active" },
+        {
+          "group": {
+            "operator": "AND",
+            "rules": [
+              { "field": "Status", "condition": "=", "data": "Pending" },
+              { "field": "HasApproval", "condition": "=", "data": "true" }
+            ]
+          }
+        }
+      ]
+    }
+  }
+}
+```
+
+### Merge Fields
+
+Reference data JSON values in element configuration using `%FieldName%` syntax.
+
+| Syntax | Description |
+|--------|-------------|
+| `%FieldName%` | Direct reference to a data JSON key |
+| `%Step1:FieldName%` | Qualified reference with Step prefix |
+| `%LoopBlock:CurrentItem:FieldName%` | Reference within a Loop Block iteration |
+| `%ParentOmni:FieldName%` | Reference to parent OmniScript data (when embedded) |
+| `%UserInfo:FirstName%` | Current user information |
+
+### Layout Properties
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `colSize` | Number | Column width (1-12 grid system) |
+| `offset` | Number | Column offset (1-12) |
+| `horizontalAlign` | String | `"left"`, `"center"`, `"right"` |
+| `verticalAlign` | String | `"top"`, `"middle"`, `"bottom"` |
+
+### Data Binding
+
+| Property | Type | Description |
+|----------|------|-------------|
+| `JSONPath` | String | Custom JSON path for storing the element value |
+| `responseJSONPath` | String | Path to extract from action response |
+| `inputMap` | Object | Maps data JSON values to action input parameters |
+| `outputMap` | Object | Maps action output to data JSON keys |
+
+---
+
+## Quick Reference: Element Type to OmniProcessElement.ElementType
+
+| Display Name | ElementType Value | Category |
+|-------------|-------------------|----------|
+| Step | `Step` | Container |
+| Conditional Block | `Conditional Block` | Container |
+| Loop Block | `Loop Block` | Container |
+| Edit Block | `Edit Block` | Container |
+| Text | `Text` | Input |
+| Text Area | `Text Area` | Input |
+| Number | `Number` | Input |
+| Currency | `Currency` | Input |
+| Date | `Date` | Input |
+| Date/Time | `Date/Time` | Input |
+| Time | `Time` | Input |
+| Checkbox | `Checkbox` | Input |
+| Radio | `Radio` | Input |
+| Select | `Select` | Input |
+| Multi-select | `Multi-select` | Input |
+| Type Ahead | `Type Ahead` | Input |
+| Email | `Email` | Input |
+| Telephone | `Telephone` | Input |
+| URL | `URL` | Input |
+| Password | `Password` | Input |
+| Range | `Range` | Input |
+| Signature | `Signature` | Input |
+| File | `File` | Input |
+| Text Block | `Text Block` | Display |
+| Headline | `Headline` | Display |
+| Aggregate | `Aggregate` | Display |
+| Disclosure | `Disclosure` | Display |
+| Image | `Image` | Display |
+| Chart | `Chart` | Display |
+| DataRaptor Extract Action | `DataRaptor Extract Action` | Action |
+| DataRaptor Load Action | `DataRaptor Load Action` | Action |
+| Integration Procedure Action | `Integration Procedure Action` | Action |
+| Remote Action | `Remote Action` | Action |
+| Navigate Action | `Navigate Action` | Action |
+| Email Action | `Email Action` | Action |
+| DocuSign Envelope Action | `DocuSign Envelope Action` | Action |
+| Set Values | `Set Values` | Logic |
+| Validation | `Validation` | Logic |
+| Formula | `Formula` | Logic |
+| Submit Action | `Submit Action` | Logic |