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iService User Guide

workflow-inbox-calendarsQuestions are displayed in your My Message Inbox (when assigned to you) and Manage Messages by default. However, when the question requires a workflow answer panel you might want to move it into it's own location. Many workflow interactions are not customer questions awaiting a simple answer. They might be quote requests, approval requests, or other requests that you want to manage separately from traditional customer questions.

 

Also, the Manage Message page displays interactions that require a custom answer panel without a mass update option. This is because the standard answer panel used in Mass Update only supports the standard answer panel, as illustrated below.

 

Interactions that require a custom answer panel

Interactions that require a custom answer panel

 

You can create custom My Inboxes and Manage Interaction pages to display these special workflow interactions. You can optionally include a calendar for the list of interactions to view them based on a DateTime property. For example, in a field service management application you might want to see quote requests in a calendar based on the date and time scheduled for the estimation visit.

 

There are two types of Inbox/Calendars: One for moving interaction out of My Message Inbox, and one for moving them from the Manage Messages page.

 

workflow-inbox-options

 

The process for creating custom Inboxes and Manage Interactions pages for workflow interactions is done in two steps.

 

Step 1 - Create the Inbox/Calendar page.

Step 2 - Select the Inbox/Calendar page you created within each Answer Panel for which you want to move interactions.  

 

tog_plus        Inbox/Calendar page (My Message Inbox Replacement)

 

 

tog_plus        Manage/Calendars (Manage Messages Replacement)

 

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