Hiding Action Menu Items on the Customer Dashboard

You can use Visual Builder Studio to hide options in the Action menu on the Customer Dashboard.

This example assumes that you are familiar with the Customer Dashboard and Visual Builder Studio. For more information, see:

• Using the Customer Dashboard 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: Hiding an Action in the Secondary Action Menu

1. Sign in to CX for Utilities Agent Service as an administrator.

2. Click the menu in the upper-right corner of the page, then select Edit Page in Visual Builder Studio.

3. Select your workspace, then click Select. You can also create a new workspace if needed.

4. In the App UIs panel, expand Oracle Utilities Advanced Care UI application, then navigate to main, then customer-dashboard, and then select customer-dashboard-start.

5. Select the Variables subtab to display the constants and variables.

6. Select the USER_SECONDARY_ACTIONS constant.

7. In the Default Value field, enter the configuration for each action by setting display to off for each action that you want to hide. For example:

   [
                  {
                  "key": "createServiceRequest",
                  "id": "createSR-static",
                  "display": "on"
                  },
                  {
                  "key": "createNote",
                  "id": "createNote-static",
                  "display": "off"
                  },
                  {
                  "key": "createRelatedPerson",
                  "id": "createRelatedPerson-static",
                  "display": "on"
                  },
                  {
                  "key": "newStartService",
                  "id": "newStartService-static",
                  "display": "on"
                  },
                  {
                  "key": "transferServiceLabel",
                  "id": "transferService-static",
                  "display": "off"
                  },
                  {
                  "key": "billingPref",
                  "id": "billingPreferences-static",
                  "display": "on"
                  },
                  {
                  "key": "updateCommunicationPreferences",
                  "id": "updateCommunicationPref-static",
                  "display": "on"
                  }
                  ]

8. Preview your changes to verify that they look as you expected. This will launch a new tab with the Customer Dashboard. Open the Action menu and verify that the appropriate actions are displayed.

9. When your changes are ready, complete the steps to publish your changes to your production environment.