Can I add custom tabs when editing records in Oracle Service Cloud?
Editing Custom Workspaces
You can add custom tabs to individual workspaces used by the staff members or staff group of interest. This allows you to include the tab and information for some staff members and not display the tab to other staff who use different workspaces.
For comprehensive information on workspaces, refer to the 'Custom Workspaces' section in online documentation for your release. To access Oracle Service Cloud manuals and documentation online, refer to the Documentation for Oracle Service Cloud Products.
To customize a workspace, you can copy an existing workspace and then edit the copy to create a new workspace for your staff. If you create a new workspace for use, be sure to modify the appropriate staff profiles to use your new workspace. Otherwise, you can edit a custom workspace directly, in which case you do not have to modify the staff profile.
To add a custom tab to a workspace, use the steps below.
- From the Configuration Items, select Application Appearance > Workspaces / Workflows.
- In the Workspaces Explorer, double-click on the workspace of interest to open and Edit.
- If the workspace already has a tab set, right click in the white are to the left of the first tab or the white area to the right of the last tab and select Add Tab.
If the workspace does not have a tab set, you must add a tab set to the workspace. Click the Insert Control tab in the ribbon and drag the Tab Set icon onto the workspace.
- Drag fields and controls from the toolbox to the tab.
- Save the changes to your workspace.
When adding a browser to a custom tab, you can pass variables through the URL so that information for specific records populate the page. For more information on passing variables through a URL, refer to Answer ID 2429: Including a variable on a custom tab or custom link.
Note: You can also add sub-tabs to the tab you just added. From the Toolbox, drag and drop a Tab Set control onto the body of the tab. Then, within the tab set, you can add fields and controls just as you can for a primary tab set.
Mailing editor: To add a custom tab or tabs to the Mailing editor, you can edit the MAILING_EDITOR_TABS configuration setting. This setting specifies the custom tabs to include in the Mailing editor. Custom tabs can be created to view custom content on the console.
The custom tab definition must include a tab title and a URL. Separate tab entries with a carriage return. The default value is blank.
(tab("RightNow Home Page",http://www.oracle.com/rightnow))
This tab would be labeled RightNow Home Page, and its content would display the URL at http://www.oracle.com/rightnow.
You can also use merge fields to include attributes of the mailing in query string parameters of the custom tab URL. An example for this setting that uses a merge field is as follows:
(tab("RightNow Home Page",http://www.oracle.com/rightnow)) (tab("Revenue",http://rightnow.com/revenue?report.php?mailing=$mailing.mailing_id))
Path to setting(s): Select Configuration from the navigation area > Site Configuration > Configuration Settings > and search by Key.