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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 Service Cloud 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, Cobrowse, 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, Cobrowse, 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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