Customer Portal

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  • Sergio Andres Barreto Valderrama
    Change the location of the fieldsAnswered5
    Topic posted June 26, 2019 by Sergio Andres Barreto ValderramaBronze Medal: 1,250+ Points 
    Title:
    Change the location of the fields
    Summary:
    Fields Location
    Content:

    Team good morning

    How can the contact form be modified ?, I need to change the location of the fields, currently the fields of the form are below the titles of each field and now these should be next to it

    Image 1 represents the current state
    Image 2 is how I want it to be

    I appreciate any support, thank you very much!

    Image:
  • Kenton Banyai
    Chat Inlay4
    Topic posted June 25, 2019 by Kenton BanyaiGreen Ribbon: 100+ Points 
    Title:
    Chat Inlay
    Summary:
    Need functionality of Inlay with customization of Live Chat
    Content:

    I know Inlay Chat is a newer feature that was recently released. But I need a way to customize the fields. Is their a way to code Live Chat so that it is embedded in an Iframe on the webpage while also keeping it from disconnecting when refreshing the page or moving pages? I have tried changing some fucntions in ChatServerConnect to set this._startPersistentChat = true; but nothing seems to be moving it to a persistent chat state like chat inlay. Surely there must be a way to leech some of this functionality.

  • Diane Kohnert
    Chat Inlay Load Event2
    Topic posted June 26, 2019 by Diane KohnertBlue Ribbon: 750+ Points 
    Title:
    Chat Inlay Load Event
    Summary:
    Need example of subscribing to the Chat Inlay Load event
    Content:

    Hi,

    I am trying to subscribe to the Chat Inlay Load event, I see there is an event published but if anyone has an example that would be helpful.

    Thanks!

    Diane

    inlay-oracle-chat-embedded

     

     

    Publish

    inlay-oracle-chat-embedded-loaded
    Version:
    19B
  • Tessa Mostrom
    okcs/SearchRating - CP Widget help1
    Topic posted June 26, 2019 by Tessa MostromRed Ribbon: 250+ Points 
    Title:
    okcs/SearchRating - CP Widget help
    Summary:
    Text goes nowhere?
    Content:

    So I need help with this one---

    What does the widget okcs/SearchRating do? The notes on the widget documentation says that the ratings are not analyzed, however says nothing about the comments and if they end up anywhere. 

    I assumed the widget acted like the Knowledge tool within the Console. and the text ends up in the managed search query. But that doesn't seem to be the case? unless there is something missing with how the widget is configured.....

     

     

     

    Version:
    Oracle Service Cloud 19A (Build 3 SP 1, CP 284) Framework Version 3.7
    Image:
  • Sergio Andres Barreto Valderrama
    New attribute in a list of valuesAnswered6
    Topic posted June 26, 2019 by Sergio Andres Barreto ValderramaBronze Medal: 1,250+ Points 
    Title:
    New attribute in a list of values
    Summary:
    List of values - SelectionInput
    Content:

    Hi all!

    How can I enter a new attribute in a list of values ​​in the customer portal?

    Attached evidence

    I appreciate any help!

     

    Version:
    19A
    Image:
  • Sergio Andres Barreto Valderrama
    Hide widget AccountDropdownAnswered4
    Topic posted June 27, 2019 by Sergio Andres Barreto ValderramaBronze Medal: 1,250+ Points 
    Title:
    Hide widget AccountDropdown
    Summary:
    AccountDropdown
    Content:

    Hi all!

    How to hide the widget AccountDropdown ? I try disabling the widget but I see the error that is evident in the image.

    Version:
    19A
    Image:
  • Jseymour jseymour@solihull.gov.uk
    Active customer portal accounts1
    Topic posted June 27, 2019 by Jseymour jseymour@solihull.gov.ukGreen Ribbon: 100+ Points 
    Title:
    Active customer portal accounts
    Summary:
    Report on when customers last logged on
    Content:

    I have a report that tells me how many accounts have been set up but I would like to know date last logged in to establish if customers are actively using the customer portal or have set up account and then only visited once. So is it possible to have date last logged in ?

    Version:
    19A
  • Praveen Woody
    Copy Customer Contact Email address4
    Topic posted June 22, 2019 by Praveen WoodySilver Medal: 2,000+ Points 
    Title:
    Copy Customer Contact Email address
    Summary:
    How to copy the standard field Contact Email address content to another custom Contact field
    Content:

    Hi,

       Our agents are using a custom contact Email address field. They are not using the Out of the box email address field. But when a question is asked from Customer Portal, the Contact Email address (default out of the box filed) is populated with the information provided by the customer while asking the question.

     

    How do I copy that email address to a custom Contact Email address (Text filed with Data usage selected as Email Address) field after the contact is created through Customer Portal?

    I tried using Business Rules or Workflows but could not find anything.

     

    Any help is appreciated. Console and CP are in 18D.

    Version:
    18D.
  • Kenton Banyai
    Chat InlayAnswered35.0
    Topic last edited June 14, 2019 by Kenton BanyaiGreen Ribbon: 100+ Points 
    Title:
    Chat Inlay
    Summary:
    Unable to produce chat inlay on standard.php
    Content:

    I am trying to test the chat inlay functionality and I cannot get it to show on screen. I have tried variations of the code through the forums with no luck. 

    Where I have the div on the page it shows the text "Widget Error: standard/ProactiveChat - The widget could not be loaded. The widget must be contained within a version directory and must contain a valid info.yml file."

    Any reason it might not be loading? Any help would be much appreciated.

     

    Here is my closest guess to what i should be. 

      
    <script type="text/javascript" src="https://XXXXX.widget.custhelp.com/euf/rightnow/RightNow.Client.js"></script>
     
    <script type="text/javascript">
    RightNow.Client.Controller.addComponent(
    {
    instance_id: "spac_0",
    div_id: "myDiv",
    module: "ProactiveChat",
    type: 2
    },
    "https://XXXX.widget.custhelp.com/ci/ws/get"
    );
    </script>


     
    <div id="myDiv"><rn:widget path="standard/ProactiveChat" /></div>
  • Scott Heidenreich
    Allow Customer to delete a task85.0
    Topic posted June 11, 2019 by Scott HeidenreichBronze Trophy: 5,000+ Points 
    Title:
    Allow Customer to delete a task
    Summary:
    Surface delete capability to customer using a report in CP
    Content:

    Hello,

    I have a report that shows a logged in contact a list of tasks assigned to the contact.  This report is surfaced in the customer portal.  I want to give the contact the ability to delete tasks they are no longer interested in doing.  When I add a delete link to the report in OSvC, it doesn't surface on the customer portal through the Grid widget.

    How do I allow a logged in contact to delete a task from the list? or even mark it for deletion, so I can filter it out of the report?

    Thanks,

    Scott

    Version:
    18D

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