Screen Pop Activities: Create Workspace

Screen Pop Activities: Create Workspace

Overview

The 'Create Workspace' activity allows you to create a new entity for 'Contacts', 'Incidents', 'Task', 'Org' and 'Answer' in Oracle Service Cloud. You can set the value of the newly created entity by adding the 'fields' while configuring the 'Create Workspace' activity in the Experience designer. You can also raise an event like 'Editor Loaded', 'Data Loaded', 'Record Saved' or 'Record Closing'. 

​

After opening, you will get the below configuration panel.



Default Configuration Parameters

  • Enter Entity: The workspace to be open for the selected entity in the OSC.
  • Save Results In: Workspace data will be stored.

Fields allow you to set multiple values of the selected entity fields while configuring the activity in Experience Designer.

Events allow you to raise the event in Oracle Service Cloud. You can create the event in Experience Designer.




How it works

A simple example to configure the 'Create Workspace' activity in Experience Designer:

  • Click on the 'Initial Activity' button to open the activity sidebar and select the 'Create Workspace' activity.
  • Open the 'Create Workspace' activity.
  • Click on the 'Enter Entity' field to show the entity list and select one.

This example is for the 'Contact' entity to Create a Contact in Oracle Service Cloud.


Adding Fields

  • To set the value in the selected entity, click on the 'Fields' button to create the fields.
  • After clicking on the 'Fields' button, you will see that there are two fields created: 'Enter Property' and 'Enter Value'.
  • Click on the 'Enter Property' field to open the selected entity field name list which is associated with the entity.
  • Select one field name and enter its value into the 'Enter Value' field. You can add multiple fields in the 'Create Workspace' activity.



Adding Events
  • To add an event, click on the 'Events' button. After clicking on the 'Events' button, it will add a panel with the 'Select Event' field and a 'Fields' button.



  • Select the event from the dropdown options, then set the fields for the raised event. The values of the selected fields will be used in the raised event activity.



Once the Events are created, you will notice the Design Canvas has changed under the Activity. A new path for each Event can now be configured as desired. Each path can contain multiple Activities as needed.

You can add four Events which are described below.

Editor Loaded: 

  • This event will be raised when the Workspace is loaded within Oracle Service Cloud. The activities defined in the Editor Loaded definition will be executed.

Data Loaded: 

  • This event will be raised when the data is loaded into the Workspace within Oracle Service Cloud. The activities defined in the 'Data Loaded' definition will be executed.

Record Saved: 

  • This event will be raised when you click on the Save button on a Workspace within Oracle Service Cloud. The activities defined in the 'Record Saved' definition will be executed.

Record Closing: 

  • This Event will be raised when you click on the Close button on a Workspace within Oracle Service Cloud. The activities defined in the 'Record Closing' definition will be executed.



After executing the Workflow, the below Workspace will be shown in Oracle Service Cloud.
  1. Name of the Person for which the 'Contact Workspace' will be created.
  2. Save & Close: After clicking on this button, the 'Record Closing' event will be raised, saving the record and closing the workspace.
  3. Save: This button will raise the 'Record Save' event, saving all of the record.
  4. This is the value set in Experience Designer while configuring the 'Create Workspace' activity.
  5. Name of the 'Fields' which were selected from the dropdown when setting the field values.



    ​
    Still can’t find an answer?
    Send us a ticket and we will get back to you.

      • Related Articles

      • Screen Pop Activities: Open Workspace

        The following is applicable to Oracle Integrations Overview The 'Open Workspace' activity allows you to open the existing entity 'Contacts', 'Incidents', 'Task', 'Org' and 'Answer' in the Oracle Service Cloud. You can change the value of the selected ...

      • Screen Pop Activities: Pop Screen

        The following activity is only compatible with Oracle Redwood aka Oracle Fusion. Overview The 'Pop Screen' activity in Oracle Engagement Cloud enables you to either create a new resource or open an existing one, specifically for: Account Case Contact ...

      • Screen Pop Activities: Pop Search and Select

        Overview The 'Pop Search and Select' activity allows you to show the results grid in a custom popup inside Oracle Service Cloud and perform search & select operations. In the PopFlow Studio, you can configure the 'Pop Search and Select' activity. ...

      • Common Screen Pop Use Cases

        Let's review a few common activities that are used in PopFlow. 1. Screen Pops Activities Screen Pops are a common use case where PopFlow automatically displays relevant information on the screen of the user's CRM when a specific event occurs, such as ...

      • Screen Pop Activities: Dynamic UI

        Overview The Dynamic UI activity allows you to show the dynamic UI in a custom modal or window pop-up inside Oracle Service Cloud. You can configure the 'Dynamic UI' activity in PopFlow Studio. Configuring the Dynamic UI After opening the Dynamic UI ...