How can I remove the Copy or Close options from the actions bar?
When viewing a request, by default the action bar has the option to either Close or Copy a request. You can remove one or both of these options. This will prevent employees from prematurely closing or copying help desk requests.
To limit the actions that an employee can do:
- From the Navigator, go to Configuration > Visual Builder.
- Navigate to Oracle CX HelpDesk UI Extension App > helpdesk > employee > service-request-detail.
- Click the Variables tab.
- Click enableActions.
- Choose the appropriate option from the drop-down list:
- AllActions: Both Close and Copy actions are shown
- CloseAction : Only Close action is shown, Copy action is hidden.
- CopyAction: Only Copy action is shown, Close action is hidden.
- NoAction : The entire action bar is hidden.
- Preview to make certain that the change is working as expected.
- Publish your changes.
Note: If neither option is allowed, or if only Close is allowed
when the help desk request is already closed, the bar at the top of the page is
removed.
For a video demonstration of this feature, see: Limit the Options Given to Employees.