How to Set a Default Channel Type in Fusion Service Center

October 10, 2024 | 2 minute read
Edson Ferreira Da Silva Junior
Senior Product Development Manager
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Overview

This guide provides step-by-step instructions for setting a default Channel Type during Service Request (SR) creation in Fusion Service Center, using Visual Builder Studio and UI Events Framework (UEF).

We can set the default channel type during SR creation. Users can change it anytime when editing the SR, unless you make it read-only to ensure they won't alter your desired default.

The extension we will build here provides the below results.

How to Set a Default Channel Type in Fusion Service Center

Adding the Channel Type to SR Create layout.

  • In VB Studio, navigate to layouts and select ServiceRequests > Create Service Request.
  • Add Channel Type to the layout.

Defaulting Channel Type

  • In VB Studio, navigate to Service > ec > sr > create page
  • Navigate to "Event Listener" and create a vbEnterListener
  • Drill into the create action chain. Change the view mode from Design to Code.
    • This option is available in the top right corner
  • Add the following UEF Code and modify the channel type according to your customer's preference.
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const frameworkProvider = await CX_SVC_UI_EVENTS_FRAMEWORK.uiEventsFramework.initialize('MyFirstExtensionID');
      let tabContext = await frameworkProvider.getTabContext();
      const recordContext = await tabContext.getActiveRecord();
      const requestObject = frameworkProvider.requestHelper.createPublishRequest('cxEventBusSetFieldValueOperation');
      requestObject.field().setValue('ServiceRequest.ChannelTypeCd', 'ORA_SVC_CHAT');
      recordContext.publish(requestObject).then((message) => {
        // custom code
      }).catch((error) => {
        // custom code
      });
  • Preview, Test it and Publish as needed.

Edson Ferreira Da Silva Junior

Senior Product Development Manager

I've been working in the software and consulting industry for more than 14 years, ultimately gaining experience in B2B sales, software development, project implementation management, enterprise architecture and solve-problem at a variety level.

My passion for helping people and for understanding how to overcome their problems made me an enthusiast for customer experience matters. I am dedicating my career to implement software that supports companies to provide a better customer experience.

Currently, I am responsible for Manage Oracle Service Cloud for South American customers, and as part of a Product Management Team, I act as a central resource and driving force for the design, process, manufacturing, test, quality, and marketing as they move from conception to distribution.

If you believe that I can be of help or advisor in CX, please get in touch or connect.

My capabilities: Oracle Service Cloud, Siebel CRM, Enterprise Architecture, Project Management, Implementation Methodology, Software Design, Pre-Sales, Cloud Architecture, Hybrid Architecture, and OnPrimese Architecture. Programmer Skill (Python, PHP, C#, JavaScript, TypeScript, and HTML).

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