Legacy platform

Creating the view personalization options related task

You can create a related task in any screen. When a user clicks the related task, it opens a screen. For example, create the View Personalization Options related task in the Order Summary screen. On clicking this related task, the user can view the personalization options.

Before you begin

Understand how to create custom screens.

Procedure

  1. Log on to Sterling™ Call Center. The Home page opens.
  2. Open the Order Search Criteria screen in any of the following ways:
    • On the Home page, in the Order panel click Find Order.
    • From Related Tasks, click Order Search.
  3. Enter the appropriate order search criteria, and click Search. Your search results are displayed in the Search Results panel.
  4. Click the appropriate Order Number for which you want to view the order summary. The Order Summary screen opens.
  5. From Related Tasks > Frequently Asked Questions, click Where is my shipment?. The Shipment Tracking screen opens.
  6. From the application header, click the Development Tools icon Customize the selected screen, and select Customize from the list. Hover over the Related Tasks screen and right-click to select the screen.
    Alternatively, you can select Customize from Outline from the application header. The Select Screen to Extend window opens. From the tree, select OrderEditorRT and click Extend Screen.
    Note:
    • If you cannot customize the selected screen, an appropriate message is displayed.
    • If multiple instances of the same screen are found, by default, the first instance of the screen is selected for customization.
  7. By default, the Layout tab is selected. From the Widget Palette panel, select and drag the Link widget to the Screen Outline panel and place the widget in the appropriate position. The Basic Properties window opens.
  8. In the Unique identifier field, enter extn_relatedlink.
  9. In Value field, click Select a value for related link. The Value window opens.
  10. Click Add bundle entry for the text widget. The Add Bundle Entry window opens.
  11. In the Bundle Text field, enter View details on website.
  12. In the Bundle key field, extn_View_details_on_website bundle key is populated.
  13. Click Ok.
  14. Click Select with Colon. The Basic Properties window opens.
  15. Click Apply. The Link: extn_link panel opens to the right.
  16. In Screen Outline, select Link:extn_relatedtask_link. The related task details are displayed.
  17. Click the Events tab, and select OnClick event.
  18. Click the Add icon Add subscriber for the onClick event.
  19. In the Method field, enter View Details.
  20. Click Ok.
  21. Click Save. The OrderEditorRTExtn.js file is generated.
  22. Click Close.

What to do next

  • Browse to <INSTALL_DIR>/extensions/isccs/webpages/editors, and open the OrderEditorRTExtn.js file.
  • Add the following logic in the subscriber method:
    var currentEditor = scEditorUtils.getCurrentEditor();
	     var taskInput = scScreenUtils.getInitialInputData(currentEditor);
		 var constructorArgs ={};
		 scWizardUtils.openWizardInEditor("isccs.shipment.wizards.shipmentTracking.ShipmentTrackingWizard",taskInput,"isccs.editors.OrderEditor",constructorArgs.editorConfig,this);
  • Import the appropriate utilities in scDefine.
  • Refresh or reload the screen to view the changes.