File Menu
Many of the options you’ll need to access when working in your application are accessed from the File menu.
Click File on the ribbon to access a menu of options for working in your application. The file menu is divided into two panels. The left panel contains content-dependent options at the top, meaning that the options you see depend on what currently displays on the content pane. For example, a Print option appears when a report is open. Below this section are global options, meaning they’re constant and they'll always appear on the file menu no matter what displays on the content pane. These options are: Community, Links, Help, Add-In Logging, Options, and Exit. The panel on the right side of the menu contains shortcuts for adding records and items to the knowledge base.
| Section and Option | Description |
|---|---|
| Content-dependent Options | The top section on the left panel contains options for performing actions on
what displays on the content pane. These options will change to reflect the active tab on the
content pane. You can add content-dependent options to the Quick Access toolbar. See Customize the Quick Access Toolbar. |
| Global Options | This section on the left panel contains options for accessing other areas in
the application. Global options display no matter what displays on the content pane. You can also add global options to the Quick Access toolbar. |
| Community | Select Community to access the following options. |
| Discussion Forum | Select this option to participate in discussion forums with other customers. |
| Idea Lab | Select this option to access a feedback forum where you and other customers can submit ideas, collaborate on development, vote for your favorite ideas, and see which ideas are being implemented. |
| Support Knowledge Base | Select this option to search for answers on our support site, submit questions, and access your account information. |
| Documentation | Select this option to access documentation for all B2C Service products. |
| Tutorials | Select this option to take any of our tutorials, which walk you through product functionality and features. You can choose tutorials for any supported release of B2C Service. |
| Best Practices | Select this option to explore our best practice guides to improve the customer experience you deliver. |
| Training | Select this option to access the Oracle University website for information about training classes and available delivery channels. |
| Developer Resources | Select this option to access our developer community to help you configure, manage, and extend B2C Service beyond the enterprise. |
| Links | Select Links and choose from the following options. |
| Oracle Service Cloud Interface | Select this option to access any of the interfaces defined for your application and their associated Service Console and customer portal. The link for the customer portal is called End-user. |
| Office Integration | Choose from the following options.
Outlook integration must be enabled for these options to be available. |
| Oracle Service Cloud Customer Portal | The Site Administration option lets you access the Customer Portal
Administration site. The development area must be enabled in order for this option to appear (enable the MOD_CP_DEVELOPMENT_ENABLED configuration setting in Common/Oracle Products/Modules). |
|
Select this option to set a cookie for viewing the development pages or one of
the other available page sets (production, staging, and reference implementation). You can
also create custom widgets and view documentation about all widgets from this option.
Other functions include page set mapping, defining data fields, identifying framework and widget versions, viewing logs, and staging and deploying your customer portal. You must also have customer portal permissions in your profile for this option to appear. |
|
Select this option to access any custom links defined for your application. Custom links can include commonly used URLs or any website you may need to access. |
| Help | Select Help to access the help contents, help index, help search,
documentation and tutorials for all B2C Service products, and
product version information. Context-sensitive help is available throughout the application when working with reports, records, editors, and explorers. (The context-sensitive Help button is found on the far right of the ribbon.) |
| Add-in Logging | Select Add-in Logging to view the current or previous log file. See View Add-In Log Messages. |
| Options | Select Options to change your staff account settings, local settings, and password. You can also customize the content pane and navigation pane display, set tool windows visibility, and return tool windows to their default locations. See Application Options. |
| Exit | Select Exit to log out of the application. |
| Create new items | On the right panel is a list of all the records and items you can add to the
knowledge base. The order of records and items in your list is selected by your administrator
in your navigation set and the products and components that are enabled. The options in this list are added to your navigation set for the file menu. If a record or item hasn’t been added, then it won’t appear in the list even if you have permission in your profile to create the record or item. Likewise, if your navigation set contains options to create records and items from the file menu, but you haven’t been assigned permissions in your profile, then those options will not appear in the list. |
| Dashboard (Ctrl+Shift+B) | Select this option to create a dashboard. See Overview of Dashboards. |
| Report (Ctrl+Shift+R) | Select this option to create a custom report. See Overview of Custom Reports. |
| Image | Select this option to create a report image. See Images Explorer. |
| Style | Select this option to create a report style. See Styles Explorer. |
| Chart Style | Select this option to create a chart style. See Chart Styles Explorer. |
| Color Scheme | Select this option to create a color scheme. See Create a Color Scheme. |
| Text Field | Select this option to create a text field to add to a custom report or dashboard. See Create a Text Field. |
| Contact (Ctrl+Shift+C) | Select this option to add a contact. See Add a Contact. |
| Organization (Ctrl+Shift+O) | Select this option to add an organization. See Add an Organization. |
| Task (Ctrl+Shift+T) | Select this option to add a task. See Add a Task. |
| Answer (Ctrl+Shift+A) | Select this option to add an answer. See Overview of Answers. |
| Incident (Ctrl+Shift+I) | Select this option to add an incident. See Add an Incident. |
| Asset (Ctrl+Shift+N) | Select this option to add an asset. See Add or Edit a Sales Product to Use with Assets. |
| Opportunity (Ctrl+Shift+P) | Select this option to add an opportunity. See Overview of Opportunities. |
| Campaign (Ctrl+Shift+G) | Select this option to create a campaign. See Overview of Campaigns. |
| Surveys | Select this option to create a survey or survey question. See Overview of Surveys and Overview of Questions. |
| Mailing (Ctrl+Shift+M) | Select this option to create a mailing. See Overview of Mailings. |
| Audience | Select this option to create a contact list or segment. See Add a Contact List and Create a Segment. |
| Content Library | Select this option to create a document, template, snippet, tracked link, or file. See Overview of Content Library. |
| Guided Assistance Guide (Ctrl+Shift+E) | Select this option to create a guide to assist staff members and customers in locating answers. See Overview of Guided Assistance and Find Answers Using Guided Assistance. Guided assistance must be enabled for this option to appear in the list and you must have permission in your profile to create guides. |