Configure Knowledge Management Book Icon in Customer Dashboard

You can use VB Studio to add custom actions to configure the Knowledge Management article that appears when a user clicks on the Book icon in the Customer Dashboard screen, available in CX for Utilities Agent Service.

Figure 14-12 Book Icon

This example shows how to configure a specific Knowledge Management article ID to appear when a user clicks the Book icon in the Customer Dashboard screen.

Note:

This example assumes that the reader understands how to use VB Studio. For additional information, see:

• Managing Customers and Accounts in the Using CX for Utilities Agent Service Guide

• The Visual Builder Studio library in the Oracle Help Center

• Customizing Variables and Constants in the Extending Oracle Cloud Applications with Visual Builder Studio Guide

Example: Configuring the Knowledge Mangement Article ID for the Book Icon

1. Log into CX for Utilities Agent Service as an administrator.

2. Click the menu at the top right of the page and select Edit Page in Visual Builder Studio.

3. Select your workspace and click Select. Note that you can also create a new workspace if needed.

4. In the App UIs panel, expand Oracle Utilities Advanced Care UI application and then select financial-summary fragment underneath Fragments submenu.

5. Select the Variables sub-tab to display the constants and variables.

6. Click on the KM_ARTICLE_ID constant.

7. On the right side of the screen, enter the article id that you want to use in the Default Value field.

9. Preview your changes to verify that they look as you expected. This will launch a new tab with the Customer Dashboard. Validate that your new Knowledge Management article opens when you click the Book icon.

10. When your changes are ready for use, complete the steps to publish your changes to your production environment.