Enable 'Save' within action chains in the Service Center
The 'Save' Global Function Action is an addition to the existing VB Studio Action Pallet. Designed to make the saving process more intuitive for system implementors who might not be proficient in JavaScript, it offers a user-friendly graphical interface. Users can select and configure actions from a list to create, modify, and implement functionality. This feature also allows users to set properties to be saved in different objects at the Service application level, making the process straightforward, more accessible, and flexible.
System implementers can use this feature to gain the following benefits:
- User-friendly Interface: The graphical interface of this feature is designed to be intuitive, even for those who are not proficient in JavaScript. This user-friendly design can increase the adoption rate and decrease the need for extensive training.
- Increased Flexibility: The 'Save' action allows users to set properties to be saved in different objects at the Service application level, providing them with the flexibility to tailor the saving process to their specific needs.
- Error Reduction: By automating the saving process, the 'Save' feature helps to minimize the potential for human error, leading to more accurate and reliable data.
- Improved Agent Performance and Efficiency: Utilizing the 'Save' action in automated action chains can significantly enhance agent performance and efficiency. By automating routine tasks, agents can focus on more complex issues, leading to faster resolutions and improved customer satisfaction
Steps to Enable
Leverage the Visual Builder Studio to expose your applications. To learn more about extending your application using Visual Builder, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.
You can find the new action in the CX Service group when you look in the action pallet.
To start using - Drag and Drop the Save Record Function under CX Service
Code from Code view
const saveResult = await $application?.modules?.uiEventsFramework?.saveRecord();
Code from Code view
const activeRecordsContext = await $application?.modules?.uiEventsFramework?.getRecordContext();
const saveResult = await $application?.modules?.uiEventsFramework?.saveRecord(activeRecordsContext.response);
If no matching record found - getRecordContext returns Status Failure - Please add validation to check result status
Tips And Considerations
Saving a record has many applications. Typically, you might load it, set the necessary fields, and have it auto-save, streamlining and automating a common agent task. Furthermore, saving can help obtain a record ID that might be necessary for subsequent steps or flows, especially when a child object needs the parent ID.
Key Resources
Access Requirements
- You will need Visual Builder Studio access.