Workspace and Script Controls

In addition to fields, you can enhance your workspace or script by adding controls.

Controls are used to place features, such as buttons, text labels, reports, tables, and tab sets, onto the design space. Depending on the control, you can modify its properties to change its appearance or add functionality. For example, you can add the Title Bar control to a design space and then edit the title text, font, size, and color. Most controls can be added to every type of workspace and script as many times as you want.

Controls are added to workspaces from the workspace designer Insert Control tab. If your site is configured to use custom add-in components, they will also display on this tab. (Your profile determines the custom add-ins you can access.) Custom add-ins can be added, moved, and deleted from workspaces in the same way as you would add, move, and deleted controls and relationship items. For information about custom add-ins, contact your Oracle account manager.

While some controls are used to increase general usefulness, others are required to edit certain information. For example, you have the option to add a workspace title with the Title Bar control, but you can use a workspace without a title bar just as easily. Alternately, it is necessary to add the Rich Text Incident Thread relationship item to a workspace to let staff members view or add incident threads. See Relationship Items.

Tip: You can easily identify a control that has been placed on a workspace by double-clicking the control. The control name will appear in the drop-down list on the Selected Object button group on the Design tab.

Workspace and Script Controls

Control Description

Answer Display

Displays an answer on a workspace or script. To select the answer you want, click Answer ID on the Design tab and enter the answer ID number.

Browser

Adds a browser window to a workspace or script. Click URL on the Design tab to enter a URL for the browser. You can also set a URL for the browser from a workspace rule or script rule. See Workspace and Script Browser Controls.

Button

Inserts a button control on a workspace or script. Workspace rules and script rules can be created to trigger an action when the button is clicked. For example, you can create a button that displays a hidden field when staff members click the button. See Workspace and Script Button and Image Controls.

Flip Tile Places two tabs on a workspace for use on the Agent Browser UI. You can add fields and other controls to each side of the flip tile. The flip tile lets staff members view and edit workspace fields that are added to either side of the dynamic tile that flips to show front and back elements.

Hyperlink

Places a hyperlink on the workspace or script. Click URL on the Design tab to enter a URL for the link.

Image

Adds an image to your workspace or script to display a logo, a diagram, or other type of image. Properties for this control let you choose the image you want and specify how the image should display. You can create workspace rules and script rules that trigger actions when images are clicked. See Workspace and Script Button and Image Controls.

Intelligent Advisor

The Intelligent Advisor control can be added to workspaces when Intelligent Advisor is enabled on your site, providing access to policy administration tools for determining eligibility and tracking compliance for programs and services. For information about Intelligent Advisor, see Oracle Applications Integrations with B2C Service.

To enable Intelligent Advisor with B2C Service, contact your Oracle account manager.

List Box

Adds a list containing entries you specify that can be selected by the agent. You can create workspace rules and script rules that are triggered when one or more list items are selected. See Workspace and Script List Box, Menu, Option, and Text Box Controls.

Menu

Adds a drop-down list containing entries you specify that can be selected by the agent. You can create workspace rules and script rules that are triggered when a menu item is selected. See Workspace and Script List Box, Menu, Option, and Text Box Controls.

Navigation Panel

Adds a script navigation panel that allows agents to access the beginning page, previous page, next page, or exit the script. Selection can be presented as buttons or links. By default, this control appears in button style in the script footer. You can create workspace rules and script rules that are triggered when Exit is clicked. See Workspace Rule Triggers.

This control is available to scripts only.

Oracle Business Intelligence Report

Inserts a read-only Oracle Business Intelligence Report. The report path you enter must match the path used in OBIEE (Oracle Business Intelligence Enterprise Edition).

Panel

Groups fields and controls and provides the ability to scroll within subsections of a workspace or script. You can nest a panel within a table and then add multiple fields to the panel. A scroll bar lets staff members view all fields on the panel. See Workspace Panel Controls.

Progress Label

Adds a simple progress indicator that displays the current page number and total number of pages in the script. By default, this control appears in the script header.

This control is available to scripts only.

Radio Buttons

Adds options (radio buttons) to a workspace or script. You can create workspace rules and script rules that are triggered when an option is selected. See Workspace and Script List Box, Menu, Option, and Text Box Controls.

Report

Places a report container on a workspace or script. Click the Report property and select the report you want to display on the workspace. See Default Reports Used on Standard Workspaces.

Script

Adds agent scripts to a workspace. When you add this control, the Select a Script window opens where you can select the script you want to add. You can also select a different script by selecting the script control and clicking the Script button on the Design tab. See Add a Script Control to the Design Space.

This control is available to workspaces only.

Spacer

Adds white space, fills gaps within a workspace or script, or holds a place for a field you want to insert later. When added to the design space, spacers have a light gray background to let you know where they are. However, when the workspace or script is viewed by an agent, the spacers are not visible because they are the same color as the background. You can move or delete a spacer just as you can move and delete other fields and controls.

Splitter Panel Inserts a panel on a workspace for use on the Agent Browser UI. The splitter panel is divided into two sections by a splitter bar. The splitter lets staff members resize workspace elements to enhance their view of the Agent Browser UI. You can add fields and other controls to each panel, and nest a splitter panel within other splitter controls to create additional panels.

Survey by Proxy

Adds a survey to a workspace or script that can be filled out by an agent on behalf of a customer. When this control is added, you choose the survey you want by clicking Survey on Design tab. If you select a survey that allows anonymous responses, you can select the Anonymous check box on the Design tab to permit survey responses to be entered when a valid contact is not associated with the record being viewed. The Survey by Proxy control is available when creating incident, opportunity, and contact workspaces and scripts. See Overview of Surveys.

This control is available only when Feedback is enabled. Polling surveys are not supported by this control.

Tab Set

Adds a tab set to a workspace or script. Tabs can be added and renamed as desired, and multiple tab sets can be placed or nested on the design space. See Add Tabs to the Design Space.

Table

Adds a table to a workspace or script. Tables form a grid for aligning other fields and controls. They can also be nested in other tables. See Add a Table to the Design Space.

Text

Adds a text block to a workspace or script. Using the buttons in the Label group on the Design tab, you can define the background color, text alignment, and content. You can also enter text, including variables, that will display when agents use the workspace. See Add Text with the Text Control.

A text control default background color and font match the workspace it is used on.

Text Box

Adds a text box to a workspace or script. You can create workspace rules that are triggered when agents enter specific text in the text box. See Workspace and Script List Box, Menu, Option, and Text Box Controls.

Title Bar

Adds a text block to be used for headers or sections within tables. Using the buttons in the Label group on the Design tab, you can define the background color, text alignment, and content. By default, the Title Bar control uses a heading style font and a different background color than the rest of the workspace.