Create Workspace

OVERVIEW:

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

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 the multiple values of the selected entity fields while configuring the activity in the PopFlow Studio.  

Events allow you to raise the event in the Oracle Service Cloud. You can create the event in the PopFlow Studio.

HOW IT WORKS:

A Simple Example to configure the 'Create Workspace' activity in PopFlow Studio.

• 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 'Contacts' entity to Create a contact in the 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 field 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 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 fields which are selected that fields value will be used in the raised events activity.
• Once the Events are created you will notice the designer page has changed under the 'Create Workspace'  some button is created with the events name. You can add multiple activities on that button to perform several tasks when events are raised. You can add four events which are described below.

Events :

1. 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.
2. 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.
3. 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.
4. 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.

1. Name of the Person for which Contact workspace will be Created.
2. Save & Close: After clicking on this button 'Record Closing' event will be raised and all the record will be saved and workspace will get closed.
3. Save: This button will raise the 'Record Save' event and all the record will be saved.
4. This is the value that we set in the PopFlow Studio while configuring the 'Create Workspace' activity.
5. Name of the 'Fields' which we select from the dropdown for setting the field values.