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Browser UI Opportunity Workspace
Answer ID 10147   |   Last Review Date 03/06/2023

What opportunity workspace elements are supported by the Browser User Interface?

  Browser UI Service and Dynamic Agent Desktop
A link is provided for each section where additional information is available.

  • Object Types
    •  Answers
    •  Assets

    •  Contacts
    •  Custom Objects
    •  Incidents
    •  Opportunity
         -  Fields
         -  Relationship Items
         -  Actions
         -  Workspace Controls
         -  ​Currently Unsupported​
    •  Organizations
    •  Tasks
  • Workspace Elements
    •  Controls
    •  Custom Fields
    •  Fields
    •  Labels
    •  Relationship Items
  • Workspace Rules
  • Agent Scripts
  • Channels
  • Desktop Workflows

NOTE:  The Agent Browser User Interface is only supported for the last five (5) Oracle B2C Service releases for all customers.


* Items in the tables below showing asterisk (*) indicates that detail is not yet supported.


Fields

 Name  Type  Browser UI Support   Notes
 Assigned    Supported  
 Closed Value    Supported  
 Contact    Supported  
 Cost of Sale    Supported  
 Created By    Supported  
 Date Closed    Supported  
 Date Created    Supported  
 Date Last Updated    Supported  
 Date of Initial Contact    Supported  
 Escalation Level    Supported  
 Forecast Close    Supported  
 Interface    Supported  
 Last Survey Score    *  
 Lead Rejection Description    Supported  
 Lead Rejection Reason    Supported  
 Lost    Supported  
 Manager Commit    Supported  
 Manager Forecast    Supported  Exchange Rate conversions not supported in BUI
 Opportunity Competitors    *  
 Opportunity ID    Supported  
 Opportunity Name    Supported  
 Organization    Supported  
 Recall    Supported  
 Rejection Date    Supported  
 Rep Commit    Supported  
 Rep Forecast    Supported  Exchange Rate conversions not supported in BUI
 Return Value    Supported  
 Rule State    Supported  
 Source    Supported  
 Stage    Supported  
 Status    Supported  
 Strategy    Supported  
 Summary    Supported  
 Territory    Supported  
 Updated By    Supported  
 Win/Loss Description    Supported  
 Win/Loss Reason  Date/Time  Supported  

 


Relationship Items

 Name  Unique Features  Browser UI Support 
 Assets    Supported
 Audit Log    Supported
 Contacts    Supported
 Contact Role    *
 Custom Object Relationship    Supported
 File Attachments    Supported
 Incidents    Supported
 Opportunity View    Supported
 Opportunity Notes    Supported
 Quotes    *
 Tasks    Supported

 

Actions

 Action  Browser UI Support   Notes
 Appointment  *  
 Bookmark/Deep Link URL  Supported  Always available and cannot be disabled via workspace configuration.
 Copy  Supported  
 Delete  Supported  
 Expand/Collapse  *  
 Forward  Supported  
 Info  *  
 Links  *  
 New  Supported  
 Print  Supported  
 Refresh  Supported  
 Reject  Supported  
 Save  Supported  
 Save & Close  Supported  
 Spell Check/Proofing  *  Relying on Spell Checking supplied by browser.


 

Workspace Controls

 Name  Browser UI Support   Notes
 Answer  Supported  
 Banner Flag  Supported  
 Browser  Supported  
 Button  Supported  
 Hyperlink  Supported  
 Image  Supported  
 List Box  Supported  
 Menu  Supported  
 Panel  Supported  
 Intelligent Advisor  Supported  
 Radio Buttons  Supported  
 Report  Supported  
 Script  Supported  
 Spacer  Supported  
 Tab set  Supported  
 Table  Supported  
 Text  Supported  
 Text Box  Supported  
 Title Bar  Supported  
 Survey By Proxy  *  



Currently Unsupported

 Name  Unique Features  Browser UI Support 
 Multi Edit    *
 Extensions    *
 Merge Fields    *
 Reject command in Reports Context Menu    *

 

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