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Browser UI Workspace Rules

Answer ID 9028 | Last Review Date 12/17/2019

What workspace rule 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.

Workspace Elements
• Controls
• Custom Fields
• Fields
• Labels
• Relationship Items
Workspace Rules
•  Triggers
•  Conditions
•  Actions
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.

Triggers

Trigger Name	Object Type	Field Type	Browser UI Support	Notes
The editor loads	Standard & Custom Objects		Supported
The record is saved without closing			Supported
A field changes	Standard & Custom Objects	Menu	Supported
		Relationship	Supported
		Text	Supported
		Number	Supported
		Date and DateTime	Supported
		Source	*	A non-editable Menu variety
		Address	*	Not supported in .Net console
		Email	*	Not supported in .Net console
		Currency	Supported
An input control value changes			Supported	For the trigger to be available, there needs to be a control whose value can be changed at runtime (Menu, List Box, Radio Buttons, and Text Box), added to the workspace.
A button is clicked			Supported	For the trigger to be available, there needs to be a button control added to the workspace.
An image is clicked			Supported	For the trigger to be available, there needs to be an image control added to the workspace.
A hyperlink control is clicked			Supported	For the trigger to be available, there needs to be a hyperlink control added to the workspace. On Roadmap
The exit script event fires			Supported	For the trigger to be available, there needs to be a script control added to the workspace.
The finish script event fires			Supported	For the trigger to be available, there needs to be a script control added to the workspace.
The Guide finished			Supported
An input control value is selected			Supported	For the trigger to be available, there needs to be a control whose value can be changed at runtime (Menu, List Box, Radio Buttons, and Text Box), added to the workspace.
A named event fires			Supported

Conditions

Condition Name	Object Type	Field Type	Browser UI Support	Notes
A field has a certain value	Standard & Custom Objects	Menu	Supported	Single select, Multi-select, and Hierarchical
		Relationship	Supported
		Text	Supported
		Number	Supported
		Date and DateTime	Supported
		Source	*	A non-editable Menu variety
		Address	*	Not supported in .Net console
		Email	*	Not supported in .Net console
		Currency	*
The logged in account has a certain value			Supported
The logged in account's profile has a certain value			Supported
A new record is being created			Supported
An existing record is being edited			Supported
The current editor is a child editor			Supported
The current editor is a primary editor			Supported
The record is copied			Supported
The record is not copied			Supported
A field is required			Supported
A field is optional			Supported
A field is read only			Supported
A field is editable			Supported
A field is hidden			Supported
A field is visible			Supported
An object is read only			Supported
An object is editable			Supported
An object is hidden			Supported
An object is visible			Supported
An input control has a certain value			Supported
An add-in control condition returns a certain value			Supported
Logical Expression for Rule condition			Supported

Actions

Rule Actions	Object Type	Field Type	Browser UI Support	Notes
Set the value of a field	Standard & Custom Objects	Menu	Supported	Single select, Multi-select, and Hierarchical
		Relationship	Supported
		Text	Supported
		Phone Text	Supported
		Email Text	Supported
		URL Text	Supported
		Number	Supported
		Date and DateTime	Supported
		Source	n/a	A non-editable Menu variety.
		Address	*	Not supported in .Net console
		Email	*	Not supported in .Net console
		Currency	Supported
Make a field required	Standard & Custom Objects	Menu	Supported
		Relationship	Supported
		Text	Supported
		Number	Supported
		Date and DateTime	Supported
		Source	n/a	A non-editable Menu variety.
		Email	Supported
		Address	Supported
		Currency	Supported
Make a field optional	Standard & Custom Objects	Menu	Supported
		Relationship	Supported
		Text	Supported
		Number	Supported
		Date and DateTime	Supported
		Source	n/a	A non-editable Menu variety
		Email	Supported
		Address	Supported
		Currency	Supported
Make a field read only	Standard & Custom Objects	Menu	Supported
		Relationship	Supported
		Text	Supported
		Number	Supported
		Date and DateTime	Supported
		Source	n/a	A non-editable Menu variety.
		Email	Supported
		Address	Supported
		Currency	Supported
Make a field editable	Standard & Custom Objects	Menu	Supported
		Relationship	Supported
		Text	Supported
		Number	Supported
		Date and DateTime	Supported
		Source	n/a	A non-editable Menu variety.
		Email	Supported
		Address	Supported
		Currency	Supported
Hide a field	Standard & Custom Objects	Menu	Supported
		Relationship	Supported
		Text	Supported
		Number	Supported
		Date and DateTime	Supported
		Source	Supported
		Email	Supported
		Address	Supported
		Currency	Supported
		Incident Smart Sense	Supported
Show a field	Standard & Custom Objects	Menu	Supported
		Relationship	Supported
		Text	Supported
		Number	Supported
		Date and DateTime	Supported
		Source	Supported
		Email	Supported
		Address	Supported
		Currency	Supported
		Incident Smart Sense	Supported
Set menu field to include menu items			Supported	Hierarchical (incident - assigned, product, category) and non-hierarchical (incident - status)
Set menu field to exclude menu items			Supported	Hierarchical (incident - assigned, product, category) and non-hierarchical (incident - status)
Set the value of an input control			Supported	For the action to be available, there needs to be a control whose value can be changed at runtime (Menu, List Box, Radio Buttons, and Text Box), added to the workspace.
Set the URL of a web browser control			Supported	For the action to be available, there needs to be a browser control added to the workspace.
Assign the value of a text box control to a field			Supported	For the action to be available, there needs to be a text box control added to the workspace.
Make an object read only			Supported
Make an object editable			Supported
Hide an object		Button	Supported
		Hyperlink	Supported
		Tab Set	Supported
		Table	Supported
		Thread	Supported
		Report	Supported	Report, Audit Log, Contacts, FileAttachment, Tasks, Incident View, CustomObject View
		Browser	Supported	Browser, Survey By Proxy, Answer Display
		<Controls>	Supported	Image
			Supported	List box
			Supported	Menu
			Supported	Panel
			Supported	Radio Button
			Supported	Script
			Supported	Text
			Supported	Text box
			Supported	Title bar
			Supported	Banner
			*	Oracle Business Intelligence Report
			*	Collaboration
			Supported	Guided Assistance
			Supported	Time Billed
			*	SLA Milestone
			*	Community
			Supported	Intelligent Advisor
			n/a	Chat
			n/a	Chat transcript
			*	Page peek
			*	Visitor browser history
Show an object		Button	Supported
		Hyperlink	Supported
		Tab Set	Supported
		Table	Supported
		Thread	Supported
		Report	Supported	Report, Audit Log, Contacts, FileAttachment, Tasks, Incident View, CustomObject View
		Browser	Supported
		<Controls>	*	Browser, Survey By Proxy, Answer Display
			Supported	Image
			Supported	List box
			Supported	Menu
			Supported	Panel
			Supported	Radio Button
			Supported	Script
			Supported	Text
			Supported	Text box
			Supported	Title bar
			Supported	Banner
			*	Oracle Business Intelligence Report
			Supported	Collaboration
			Supported	Guided Assistance
			Supported	Time Billed
			*	SLA Milestone
			*	Community
			Supported	Intelligent Advisor
			n/a	Chat
			n/a	Chat transcript
			*	Page peek
			*	Visitor browser history
Focus a tab			Supported
Hide a ribbon button			Supported
Show a ribbon button			Supported
Invoke a guide			Supported
Prompt agent to select a guide			Supported
Prompt agent to search for a guide using a report			Supported
Run a script			Supported	For the action to be available, there needs to be a script control added to the workspace.
Fire a named event			Supported
Execute an editor command		Save	Supported
		Save and Close	Supported
		New	Supported
		Delete	Supported
		Copy	Supported
		Refresh	Supported
		Forward	Supported
		Print	Supported
		<Controls>	*	Appointment
			*	Expand/Collapse
			*	New Opportunity
			*	Offer Advisor
			Supported	Propose
			*	Spell Check
Execute an add-in action			Supported
Add standard text to thread			Supported
Display a message box			Supported
Make the editor read only			Supported

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