Setting Up of the Info Tiles for the Fluid Agent Triage Dashboard as an Administrator
This topic discusses how administrators set up the Info Tiles for the Fluid Agent Triage Dashboard.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
RC_ADMFLTR_PREF_FL |
Set search definitions to appear as Info Tiles on the Agent Triage Dashboard. |
|
|
RC_AGT_TRIAGE_FL |
Configure the search fields for the search definitions. |
Administrators use the Configure Search Definitions page (RC_ADMFLTR_PREF_FL) to set search definitions to appear as Info Tiles on the Agent Triage Dashboard.
Navigation:
This example illustrates the fields and controls on the Configure Search Definitions page.
Field or Control |
Description |
|---|---|
|
Click the button to add a new search definition. |
Share with Agent |
Administrators can swipe the slider to Yes to share their search definitions with Agents. |
Configure |
Click the Configure button to edit the search definition. |
Search Definition Settings: Allow Agents to Create Search Definition |
Administrators can swipe the slider to Yes to allow Agents to create their own search definitions. |
Save |
Click the Save button to save your settings. |
Administrators use the Configure Search page (RC_AGT_TRIAGE_FL) to configure the search fields for the search definitions.
Note: The search fields appearing on the Configure Search page are controlled by the Configurable Search Setup. For details, see the Configurable Search Setup section below.
Navigation:
On the Configure Search Definitions page, click the Plus (+) button or the Configure button to access the Configure Search page.
This example illustrates the fields and controls on the Configure Search page.
Field or Control |
Description |
|---|---|
Delete |
Use the Delete button to delete an existing search definition. Note: The Delete button appears on this page only when accessed via the Configure button. |
Configurable Search Setup
The Configurable Search Setup controls the search fields appearing on the Configure Search page.
Navigation:
This example illustrates the fields and controls on the Configurable Search Setup.
