How do I remove a smart action from the Smart Navigator?

You can remove entries from the Smart Navigator so that unnecessary actions aren't shown to agents. For example, only those modules used and relevant to the agents can be listed, while all others are hidden.

Showing only relevant links to users simplifies navigation for agents and avoids confusion if they were to navigate to a module that isn't in use.

Limiting options is done by extension in Visual Builder Studio (VBS). The Help Desk Administrator needs the ability to make changes using VBS. No extra privileges are required.

  1. Navigate to Visual Builder Studio.
  2. Navigate to Oracle CX Help Desk UI Extension App >
    helpdesk
    .
  3. Click the Variables tab.
  4. Click the Constant hideHcmNavEntries.
  5. For Default Value, add the exact names of the items from the Smart Navigator, using double quotes around each item, comma separated items, and the entire list within brackets. For example, \["Workforce Modeling","Learning","Compensation","Team Social Reputation"\]
  6. Save your changes.
  7. Preview to make certain they're showing correctly.
  8. Publish your changes.
Note:
  • The items can either be the general category or individual items within the category.
  • When entering the values in hideHcmNavEntries, the names must exactly match those found in the Smart Navigator. The names are case-sensitive.

For a video demonstration of this feature, see: Limiting HCM Smart Navigator Options in Help Desk