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 entity by adding the 'fields' while configuring the activity in the PopFlow Studio. You can also raise the event like 'Editor Loaded','Data Loaded','Record Saved' and 'Record closing'.
After opening the 'Open Workspace' activity, you will get the below configuration panel.
Default Configuration Parameters:
...
- To Configure the 'Open Workspace' activity, you need the selected entity 'Id'. To get the entity 'id' we will be using 'Get data' activity in this example.
- Click on the 'Initial Activity' button to open the activity sidebar and select 'Get data' activity.
- Open the 'Get data' activity and configure it to get the contact details by phone number or by any other detail. You can refer to the 'Get data' activity document to configure it.
- Once the 'Get data' configuration is completed, now add the 'Open Workspace' activity on the 'SINGLE MATCH' button of 'Get data' activity as shown below.
...
- To add the event, click on the Event button. After clicking on the event button, it will add a panel with the 'Select Event' field and a 'Fields' button. Select the event from the dropdown options. You can set the fields for the raised events. The value of the fields which are selected will be used in the raised events activity.
- Once the Events are created, you will notice the designer page has changed under the 'Open Workflow'. Some buttons are created with the events name as shown below. You can add multiple activities on those buttons to perform several tasks when events are raised.
- You can add four events which are described below.
Events:
- Editor Loaded: This event will be raised when the workspace is loaded into the 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 inside the workspace into the 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 workspace into the 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 workspace into the Oracle Service Cloud. The activities defined in the 'Record Closing' definition will be executed.
- Created events.
After executing the workflow below workspace will be shown in the Oracle service cloud.
...