Editing or Creating Workspaces, Business Rules, Enhanced Business Rules.
Oracle B2C Service.

 

 

The Banner Flag allows you to insert a custom message and define a priority for a specific record type. For instance, let's assume you want to display a High Priority Banner flag and a custom message for a particular contact; after performing this process, any staff member that opens the record associated with the contact will see the Banner Flag, its Priority, and the custom message.

 

First, you'll need to enable the Banner Flag in your workspace; keep in mind the Banner Flag is only available for the answer, contact, incident, opportunity, and organization workspaces.

 

 

 

1. Open your custom workspace in edit mode [Configuration -> Application Appearance -> Workspaces/Workflow -> Right-click on your workspace and click on Edit]
2. On the ribbon, click on the "Insert Control" tab
3. Check the option Banner flag to insert the Banner Flag into the workspace; it will appear in the upper side of the workspace.

 

Remember to assign your custom workspace to the staff account profile. You can access the answer: Assigning workspaces to staff profiles for additional details.

 

 

Depending on your needs, the rule might look different, and the below example is a simple process to display a custom Banner Flag within the Incidents associated with a specific contact:

 

1. Open your Incident rules and click on Edit Mode;
2. Create a new rule under the first (initial) state with the following conditions:

 

IF
Contacts -> Primary Email equals example@example.com
THEN
Set Field -> Incidents Banner Flag -> Assign as -> High Priority; Banner Note: add here the text you wish to display when accessing the incident

 

3. Save and close your rule
4. Compile and deploy your rule

 

After deploying the rule, anytime the contact creates a new incident, the banner flag will be displayed in the incident as High Priority and the custom message will be visible to the staff accounts.