How can I include all of the same contact options in my new workspace?
I have created a new contact workspace, but the workspace does not allow me to add/remove contacts, etc. the same way in which a default workspace allows.
In order to set up a 'Contacts' tab which is similar to the tab located within the default workspace, you may do so by inserting the 'Contacts' control within the workspace, as opposed to inserting a contact 'Report' control. Inserting the 'Contacts' control will allow you to select the primary contact, add a contact, remove a contact, etc. from an incident.
In order to include the control, please take the following steps:
- Open up the desired workspace for editing
- Create the tab which you would like the 'Contact's control to be included in
- Click on the 'Insert Control' tab near the top of the workspace
- Select the 'Contacts' control, and then drag and drop the control into the desired tab.
This control will allow you to select the primary contact for an incident, in addition to adding/removing any contacts that you would like from that incident.
For additional information, refer to the 'Working with controls' section in online documentation for the version your site is currently running. To access Oracle Service Cloud manuals and documentation online, refer to the Documentation for Oracle Service Cloud Products.