Work with UI Customizer ​

article not yet finished, waiting for feature implementation

Follow this link for the UI Customizer overview.

Download and open UI Customizer ​

To download and open the UI Customizer:

  1. Navigate to Views in Action Desk.
  2. Click the blue Plus button and select Choose from Library.
  3. In the Library iFrame, type 'UI Customizer' in the search box.
  4. Once you have found the View, click Add view.
  5. Click icon to open the View.

Add workspace ​

To add a workspace:

  1. Open the UI Customizer.
  2. Click the blue Plus button. A popup opens.
  3. In this popup, enter the workspace name and select the Rule tags. This workspace will be available to agents who share the same Rule tag. If you do not specify Rules tags, the workspace will become available to everyone.
  4. Click Create.

Create Layout in workspace ​

To create Layout in workspace:

  1. Navigate to the workspace you want the Layout to be part of.
  2. Click icon in the upper right corner of the worksapce. A popup opens.
  3. In this popup, provide the Layout name, set the initial component.
  4. Provide the Layout description.
  5. Check the checkbox to define if you set this Layout as your current one.
  6. Click Create.

Switch between layouts ​

To switch between layouts from Customizer UI:

  1. Navigate to the workspace the Layouts are part of.
  2. Hover over the layout.
  3. Click icon.
  4. Select Make default layout.

Add Cards from Action Desk ​

To make Action Desk Cards available in the UI Customizer, you must first download the Cards. To do so:

  1. Navigate to Action Desk.
  2. Open Cards.
  3. Click the blue Plus button and select Choose from Library. The Library iFrame opens.
  4. Search for the needed Card. Once found, click Download and then Add Card.
  5. Open the UI Customizer.
  6. Click icon next to Components. A popup opens.
  7. In this popup, switch to the Card tab. Search for the Card name you have just downloaded.
  8. Select the Card and click Add.

Delete workspace ​

To delete the workspace:

  1. Click icon in the upper right corner of the workspace.
  2. Confirm action by clicking Delete.

Warning

You cannot undo this action.

Move workspace ​

To move the workspace:

  1. Click and hold icon in the upper right corner of the workspace.
  2. Drag and drop the workspace.