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Allowing staff to log in directly to a specific report or console
Answer ID 1010   |   Last Review Date 07/22/2019

Is there any way to have a staff member go directly to a specific console or record type in the application?

Environment:

Staff Account, Set up

Resolution:

Staff members log in directly to the Oracle B2C Service Console.  The navigation button that is selected is the navigation button that was selected when the staff member last logged out of the application.  That is, the system remembers which option the staff member last had focus on.

Within each navigation item, staff can right click on a report to set the report as the default for that navigation list.  Each navigation button can have a separate default report.

Staff can then specify how the console should load when first logging in.  Click File and select Options > Navigation Pane, set the At Startup, Open: radio button to one of the following options:

  • Nothing: Select this radio button if you want the last selected item on the navigation list to be selected but not opened.

  • Default Navigation Item for current page:  Clear this radio button if you do not want the default item for the navigation list to automatically open on the content pane. Note: This radio button is selected by default. When the navigation list or configuration list does not have a default item, nothing will open.

  • Last Navigation Item opened in previous session: Select this radio button if you want the last item that was open when you logged out to automatically open when you log in, even if it is not in the list that displays when you log in.

For additional information, refer to the 'Change your Navigation Pane Settings' section in online documentation for the version your site is currently running. To access Oracle B2C Service manuals and documentation online, refer to the Documentation for Oracle B2C Service Products.

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