Ribbon and Quick Access Toolbar Buttons

When designing a workspace, or a script that will be used in a workflow, you can select which buttons to place on the ribbon, the Quick Access toolbar, and the Actions drop-down list (for the Agent Browser UI).

Most of the buttons you can place on the ribbon can also be placed on the Quick Access toolbar. Staff members see only the buttons you select, which vary by the type of workspace or script you are creating. In addition, if you are configuring workspaces for the Agent Browser UI, you will configure the Actions drop-down using the ribbon configuration.

Note: Ribbon and Quick Access toolbar configuration options are available for scripts only when desktop workflows are enabled for your site. Contact your Oracle account manager to enable desktop workflows.

The ribbon buttons available vary by workspace type. Buttons available to each script type are the same as those available to the corresponding workspace type, with the exception of the Expand button, which is not supported by scripts.

Quick Access Toolbar Buttons

Workspace Type	Available Buttons
Answer	Bookmark Check Links Copy Delete Draft Expand/Collapse Forward Info Links New Preview Print Publish Refresh Save Save and Close Spell Check Validate Category Links
Assets	Bookmark Copy Delete Expand/Collapse Forward Info Links New Print Refresh Save Save and Close Spell Check
Chat	Add to Incident Add to New Incident Change Lead Role Conference Expand/Collapse Join Leave New Opportunity Screen Sharing Spell Check Terminate Transfer Wrap-up
Contact	Appointment Bookmark Copy Delete Expand/Collapse Forward Info Links New Print Refresh Reset Password Save Save and Close Spell Check
Custom Object	Copy Delete Expand/Collapse Info Links New Refresh Save Save and Close Spell Check
Incident	Appointment Best Answers Bookmark Chat Collaborate Copy Delete Expand/Collapse Forward Guided Assistance Info Links New New Opportunity Print Propose Refresh Reset Password Save Save and Close Send Send and Close Spell Check
Interaction	Add to Incident Add to New Incident Save Save and Close
Opportunity	Appointment Bookmark Copy Delete Expand/Collapse Forward Info Links New Print Refresh Reject Reset Password Save Save and Close Spell Check
Organization	Appointment Bookmark Copy Delete Expand/Collapse Forward Info Links New Print Refresh Save Save and Close Spell Check
Quote	Expand/Collapse Info Links Print Save Save and Close Send Spell Check
Quote Product	Expand/Collapse Info Links Save Save and Close Spell Check
Task	Appointment Bookmark Complete Copy Delete Expand/Collapse Forward Info Links New Print Refresh Reset Password Save Save and Close Spell Check
Multi Edit Workspace	Complete — Only on Task Multi-Edit workspaces Expand/Collapse Links Reject — Only on Opportunity Multi-Edit workspaces Save and Close Spell Check Validate Category Links — Only on Answer Multi-Edit workspaces