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Browser UI Workspace Rules
ID de respuesta 9028 |
Revisado 17/12/2019
What workspace rule elements are supported by the Browser User Interface?
Browser UI Service and Dynamic Agent Desktop
A link is provided for each section where additional information is available.
- Workspace Elements
• Controls
• Custom Fields
• Fields
• Labels
• Relationship Items - Workspace Rules
• Triggers
• Conditions
• Actions - Agent Scripts
- Channels
- Desktop Workflows
NOTE: The Agent Browser User Interface is only supported for the last five (5) Oracle B2C Service releases for all customers.
* Items in the tables below showing asterisk (*) indicates that detail is not yet supported.
Triggers
Conditions
Actions
| Rule Actions | Object Type | Field Type | Browser UI Support | Notes |
| Set the value of a field | Standard & Custom Objects | Menu | Supported | Single select, Multi-select, and Hierarchical |
| Relationship | Supported | |||
| Text | Supported | |||
| Phone Text | Supported | |||
| Email Text | Supported | |||
| URL Text | Supported | |||
| Number | Supported | |||
| Date and DateTime | Supported | |||
| Source | n/a | A non-editable Menu variety. | ||
| Address | * | Not supported in .Net console | ||
| * | Not supported in .Net console | |||
| Currency | Supported | |||
| Make a field required | Standard & Custom Objects | Menu | Supported | |
| Relationship | Supported | |||
| Text | Supported | |||
| Number | Supported | |||
| Date and DateTime | Supported | |||
| Source | n/a | A non-editable Menu variety. | ||
| Supported | ||||
| Address | Supported | |||
| Currency | Supported | |||
| Make a field optional | Standard & Custom Objects | Menu | Supported | |
| Relationship | Supported | |||
| Text | Supported | |||
| Number | Supported | |||
| Date and DateTime | Supported | |||
| Source | n/a | A non-editable Menu variety | ||
| Supported | ||||
| Address | Supported | |||
| Currency | Supported | |||
| Make a field read only | Standard & Custom Objects | Menu | Supported | |
| Relationship | Supported | |||
| Text | Supported | |||
| Number | Supported | |||
| Date and DateTime | Supported | |||
| Source | n/a | A non-editable Menu variety. | ||
| Supported | ||||
| Address | Supported | |||
| Currency | Supported | |||
| Make a field editable | Standard & Custom Objects | Menu | Supported | |
| Relationship | Supported | |||
| Text | Supported | |||
| Number | Supported | |||
| Date and DateTime | Supported | |||
| Source | n/a | A non-editable Menu variety. | ||
| Supported | ||||
| Address | Supported | |||
| Currency | Supported | |||
| Hide a field | Standard & Custom Objects | Menu | Supported | |
| Relationship | Supported | |||
| Text | Supported | |||
| Number | Supported | |||
| Date and DateTime | Supported | |||
| Source | Supported | |||
| Supported | ||||
| Address | Supported | |||
| Currency | Supported | |||
| Incident Smart Sense | Supported | |||
| Show a field | Standard & Custom Objects | Menu | Supported | |
| Relationship | Supported | |||
| Text | Supported | |||
| Number | Supported | |||
| Date and DateTime | Supported | |||
| Source | Supported | |||
| Supported | ||||
| Address | Supported | |||
| Currency | Supported | |||
| Incident Smart Sense | Supported | |||
| Set menu field to include menu items | Supported | Hierarchical (incident - assigned, product, category) and non-hierarchical (incident - status) | ||
| Set menu field to exclude menu items | Supported | Hierarchical (incident - assigned, product, category) and non-hierarchical (incident - status) | ||
| Set the value of an input control | Supported | For the action to be available, there needs to be a control whose value can be changed at runtime (Menu, List Box, Radio Buttons, and Text Box), added to the workspace. | ||
| Set the URL of a web browser control | Supported | For the action to be available, there needs to be a browser control added to the workspace. | ||
| Assign the value of a text box control to a field | Supported | For the action to be available, there needs to be a text box control added to the workspace. | ||
| Make an object read only | Supported | |||
| Make an object editable | Supported | |||
| Hide an object | Button | Supported | ||
| Hyperlink | Supported | |||
| Tab Set | Supported | |||
| Table | Supported | |||
| Thread | Supported | |||
| Report | Supported | Report, Audit Log, Contacts, FileAttachment, Tasks, Incident View, CustomObject View | ||
| Browser | Supported | Browser, Survey By Proxy, Answer Display | ||
| <Controls> | Supported | Image | ||
| Supported | List box | |||
| Supported | Menu | |||
| Supported | Panel | |||
| Supported | Radio Button | |||
| Supported | Script | |||
| Supported | Text | |||
| Supported | Text box | |||
| Supported | Title bar | |||
| Supported | Banner | |||
| * | Oracle Business Intelligence Report | |||
| * | Collaboration | |||
| Supported | Guided Assistance | |||
| Supported | Time Billed | |||
| * | SLA Milestone | |||
| * | Community | |||
| Supported | Intelligent Advisor | |||
| n/a | Chat | |||
| n/a | Chat transcript | |||
| * | Page peek | |||
| * | Visitor browser history | |||
| Show an object | Button | Supported | ||
| Hyperlink | Supported | |||
| Tab Set | Supported | |||
| Table | Supported | |||
| Thread | Supported | |||
| Report | Supported | Report, Audit Log, Contacts, FileAttachment, Tasks, Incident View, CustomObject View | ||
| Browser | Supported | |||
| <Controls> | * | Browser, Survey By Proxy, Answer Display | ||
| Supported | Image | |||
| Supported | List box | |||
| Supported | Menu | |||
| Supported | Panel | |||
| Supported | Radio Button | |||
| Supported | Script | |||
| Supported | Text | |||
| Supported | Text box | |||
| Supported | Title bar | |||
| Supported | Banner | |||
| * | Oracle Business Intelligence Report | |||
| Supported | Collaboration | |||
| Supported | Guided Assistance | |||
| Supported | Time Billed | |||
| * | SLA Milestone | |||
| * | Community | |||
| Supported | Intelligent Advisor | |||
| n/a | Chat | |||
| n/a | Chat transcript | |||
| * | Page peek | |||
| * | Visitor browser history | |||
| Focus a tab | Supported | |||
| Hide a ribbon button | Supported | |||
| Show a ribbon button | Supported | |||
| Invoke a guide | Supported | |||
| Prompt agent to select a guide | Supported | |||
| Prompt agent to search for a guide using a report | Supported | |||
| Run a script | Supported | For the action to be available, there needs to be a script control added to the workspace. | ||
| Fire a named event | Supported | |||
| Execute an editor command | Save | Supported | ||
| Save and Close | Supported | |||
| New | Supported | |||
| Delete | Supported | |||
| Copy | Supported | |||
| Refresh | Supported | |||
| Forward | Supported | |||
| Supported | ||||
| <Controls> | * | Appointment | ||
| * | Expand/Collapse | |||
| * | New Opportunity | |||
| * | Offer Advisor | |||
| Supported | Propose | |||
| * | Spell Check | |||
| Execute an add-in action | Supported | |||
| Add standard text to thread | Supported | |||
| Display a message box | Supported | |||
| Make the editor read only | Supported |
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