Visual Form Editor - Oracle Documentation
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1. Job Hazard Review Number of Job hazards Hazard 1 Hazard 2 Hazard 3 High Winds Animal is secured g Waiting for moderate wind C Team lead or supervisor alerted I m able to work 12ft from electric line 3 Figure 31 Same context in Mobility Application ORACLE Confidential Oracle Page 19 of 212. Oracle Field Service Cloud Visual Form Editor Releases 15 2 15 8 ORACLE SERVICE CLOUD Field Service Management Copyright 2015 Oracle and or its affiliates All rights reserved Part Number E67872 02 This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws Except as expressly permitted in your license agreement or allowed by law you may not use copy reproduce translate broadcast modify license transmit distribute exhibit perform publish or display any part in any form or by any means Reverse engineering disassembly or decompilation of this software unless required by law for interoperability is prohibited The information contained herein is subject to change without notice and is not warranted to be error free If you find any errors please report them to us in writing If this is software or related documentation that is delivered to the U S Government or anyone licensing it on behalf of the U S Government the following notice is applicable U S GOVERNMENT END USERS Oracle programs including any operating system integrated software any programs installed on the hardware and or documentation delivered to U S Government end users are commercial computer software pursuant to the applicable Federal Acquisition Regulation and agency specific supplemental regulations As such use
3. 67 Technician Display Profiles Context v C layout list 73 Users Admin Company settings v e e Figure 1 Visual form editor permission For the user to be able to edit context layouts through the Visual Form Editor the permission must be set to ReadWrite When the permission is set to ReadOnly the user can see the contexts in the Visual Form Editor but cannot edit them With the permission set to Hidden the Visual Form Editor is unavailable for the user and the corresponding menu item is hidden As in the previous versions the context layouts are managed for the particular display profiles They can be found under the Display menu where the Display profiles field contains a list of all display Page 4 of 21 Confidential Oracle ORACLE Accessing Visual Form Editor Visual Form Editor profiles existing in the system Display profiles Dispatcher Administrator Technician soap CSR Manager Automatic Routing Technician 10 pending ordered activities Technician B pending ordered activities Figure 2 Display profiles The list of context layouts available for each profile is accessible by either double clicking the display profile name in the list or by highlighting the profile and clicking Layouts This opens the Context layout list screen Context layout list gt Technician View Export lt lt Return lt lt Previous 12 Next gt gt 1 20 0f 36
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5. in the screen or window adding or removing column and line markers adding and removing text labels of items together with their custom translations into other languages management of user access and visibilities adding and removing action links and buttons The Visual Form Editor supports all of the above functionality in respect of creating or editing Mobility context layouts of the form type but in an easy to use intuitive manner 5 Guide to Context Layout Editing 5 1 Accessing Visual Form Editor Access to the Visual Form Editor functionality is controlled by a special permission Visual form editor Q visual form editor Permissions gt Manage gt Company settings gt Displ Manage l ID Profile Name Denied from level Status ReadWrite ReadOnly Hidden Company settings n TEE F e e Display Company settings Display 69 CSR Display Profiles Context v Display Profiles layout list vi M D Ol Profiles Context layout list 66 Dispatcher peas ist O CO Visual form editor Manage Company settings l l 72 File upload Display Display Profiles v C O Context layout list Company settings Display a 70 Manager Display Profiles Context v C C layout list D Display Profiles 115 Routing Manager py acl layout list v 2 Manage Company settings F e 68 soap Display Display Profiles v O Q Context layout list Company settings Display p
6. m ation Dispatcher Administrator Manager Technician 10 pending ordered activities Technician 8 pending ordered activities Technician 2 pending ordered activities Edit Clear Structure Technician Android Technician 10 pending ordered activities Technician 8 pending ordered activities Technician 2 pending ordered activities Edit Clear Structure Add new Dispatcher Manager Technician 10 pending ordered activities Technician 8 pending ordered activities Technician 2 pending ordered activities Technician Edit Clear Structure Visual Fo Dispatcher Technician 10 pending ordered activities Technician 8 pending ordered activities Technician 2 pending ordered activities Technician Android Edit Cioar Structure Visual Form Editor Dispatcher Administrator Manager Technician 10 pending ordered activities Mobility Technician 8 pending ordered activities Technician 2 pending ordered activities Edit Clear Structure Visual Form Editor Technician Android Mobility Figure 3 Context layout list The Structure link in the Action column leads to the usual context layout editing screen which was offered in the previous versions of ETAdirect This link can be used to edit context layouts in the traditional manner The Action column for the Mobility context layouts of the form type now has a new Visual Form Editor link leading to the new Visual Form Editor screen Note The underlying context
7. name Original name Spanish Figure 19 Special element type selection Clicking any spot outside the Settings window closes the window and simultaneously saves all ORACLE Confidential Oracle Page 13 of 21 Visual Form Editor Common Settings changes performed to the Common settings 5 2 4 Visibility Settings According to the company preferences access level and visibility of each context layout item can be defined for a certain display profile Such settings define what the user will be able to see on the screen and how they will be able to manage the context layout elements The Visibility section of the Settings popup window shows the visibilities set for the selected item By default the visibility is set to ReadWrite for fields and to ReadOnly for other elements Different visibilities can be added by clicking the green plus in the right of the window This opens the Visibility Settings window where the access level of the default visibility can be changed or an additional visibility level can be selected Cancel Visibility Settings Access C Read Only Read Write Mandatory Conditions Figure 20 Visibility level selection If no conditions are set for the access level such visibility replaces any other visibility with no conditions including the default ReadWrite visibility To define conditions in which the selected access level is to be applied the user needs to clic
8. used in this document Term Explanation Context Oracle Field Service Cloud screen showing all available properties and action links Field Property present in the system by default Manage Product that allows to manage workforce and activities in realtime Usually serves Application as an interface for dispatcher Mobility Product that allows field personnel to interact with the system Application User 1 A person using Oracle Field Service Cloud 2 An entity used for authentication and authorization allowing people or external software to access Oracle Field Service Cloud 3 Overview Oracle Field Service Cloud is a complex system consisting of multiple modules executing various functionalities Different functions are performed in many screens in two applications Manage the application providing the interface for dispatchers and other back office personnel engaged in mobile workforce management and Mobility the application for field employees actually performing the customer facing jobs The system can be configured taking into account each user s functions and duties The user is offered a customized application with the access levels and functions relevant to their job On one hand this enhances the system security as users can operate only within the permitted area On the other hand the user works in a transparent clear and understandable environment and is not distracted by unnecessary settings In Oracle Field Se
9. OM EOI Ol sasyrsssts stes DESIRES EDEEEDERI PR EYA dan aT PEdE PEE EXE Xa VETERE PIUCR Fast At igi aU 4 5 2 Using Visual Form EdiLO ETTRTTTITTUTTETTTTTTTTITITTTSTTIUTTPMEUUmTm 3 52 1 S0Urce Secon Elemen S ee en ee een hen Tem 6 Be dl he MTN I RATIO EE E E E E EE E E E E E E E E E EE 7 5 2 2 PCMAG Items SO Context Mapa area eats anebee E EA ce dad iE 8 oe aay ENIM Sero Iro A die fee ee ed ee ee ee DOES E ee ee E Sere eee nn eee rere eer er eee 8 5 22 22 Tdi MICOS i 61ccacscitecr cate E E T tua dune SUR UEM E qa Sor EMEN SUEDE 9 5 2 2 3 Adding Special EIGIIIES sad adams data adlata addat dat etit EEEE nud dol Ra QU RU 10 SM ACD iuro oT 12 DeL COMO oC a A E E E E EA 13 5 224 VISIOUILY SOLES ecoste tube hut tens haces cane R EEES 14 i MS EIC 0 ccs aa weaning CUR untras t E cna Ect ab pode cava tect ane a E neta f aro toma 17 OI aac ears EE MM E E A A ET 17 Page 2 of 21 Confidential Oracle ORACLE Document Purpose and Scope Visual Form Editor 1 Document Purpose and Scope This document is intended as a description and user manual of Visual Form Editor a new feature of Oracle Field Service Cloud to be used by the personnel engaged in user management administration and system configuration It is assumed that the reader is familiar with the Oracle Field Service Cloud former ETAdirect functionalities and operating principles 2 Glossary The glossary below contains the basic Oracle Field Service Cloud terms
10. Q Figure 13 Special elements added to context 1 section 2 tab 3 text Depending on the specific requirements special elements can be nested within each other Tabs sections and text labels can be added to other sections or tabs Figure 14 Section with nested elements Elements of the context layout can be rearranged in the screen by dragging and dropping to a different place Whole sections or tabs can be moved together with their content as well as individual fields or labels can be moved between sections and or tabs or outside their sections or tabs The new position of an element is marked with a blue line ORACLE Confidential Oracle Page 11 of 21 Visual Form Editor Adding Special Elements Undo crose ser Activity Type City Completion Code Figure 15 Element moving The last action performed in the Visual Form Editor can be canceled by clicking Undo in the top right corner of the screen Visual Form Editor gt Dispatcher gt Add activity Activity status i astatus Section name is empty Ports Activity type no ports i Account Number DUREE customer number Position in route Activity ID ES Activity Notes Activity Notes DER ACTIVITY NOTES Figure 16 Undo button When no actions which can be canceled have been performed the Undo button is disabled 5 2 3 Settings Clicking a field
11. action or special element opens the Settings popup window where the general information of the element and its visibility can be configured Section name is empty Visibility Address Visibility Settings RW wv Common Figure 17 Settings window Page 12 of 21 Confidential Oracle ORACLE Common Settings Visual Form Editor 5 2 3 1 Common Settings The Common section of the Settings window contains the common information of the selected item its label translations GUI type and custom names The label translations and GUI type correspond to the settings of the related property or action as defined in the Properties or Action management screens v Visibility Common Field Label Field GUI Original name English Custom name Original name Spanish Ciudad Custom name Original name French Figure 18 Common settings The user can type a custom name for any of the available translations Such custom name will be used for the selected property for all users to which the display profile is assigned The Common settings for a section or a tab allow changing its type from section to tab and vice versa This is done through a radio group with two options Section and Tab where the special element type can be selected Section name is empty w Visibility Work Zone Common Field Label Field GUI Original name English Custom
12. cle Page 17 of 21 Visual Form Editor Context Saving The same context layout can be edited both in the Visual Form Editor and in the traditional context layout editing screen All changes made in both editors are applied to the same context and are visible in both editors as well When the context layout is saved the user is able to see what it will look like in the Mobility Application Visual Form Editor gt Dispatcher gt Start activity Fields Activity status astatus Ports no ports Account Number customer number Activity ID aid Activity Notes ACTIVITY NOTES Activity time of assignment atime of assignment Activity time of booking atime of booking Activity Type ACTIVITY TYPE Activity Type atype Activity type aworktype Address caddress Agreement for Work work agreement sign Alerts activity alerts v Actions Section name is empty Work Order Job Hazard Review Number of Job haza Hazard 1 Hazard 2 Hazard 3 Animal is secured Waiting for moderat Ladder is secured a Proper safety gear Source of odor can I m able to work 121 Alternative route fou w Special elements Figure 30 Context layout created in Visual Form Editor Submit Page 18 of 21 Confidential Oracle ORACLE Context Saving Visual Form Editor Start activity 08 32 AM Work Order 137150150 Name Mitzi Brummer
13. e Page 6 of 21 Confidential Oracle CRACLC Source Section Elements Visual Form Editor Inventory details eed AM el Ld Requests history 1 Select Resource 2 Edit Inventory 3 Inventory type HDMI Cable 12ft 4 5 Properties Figure 5 Layout items in actual context 1 action 2 text 3 field 4 section 5 tab 5 2 1 1 Item Search Each section can be searched for a specific item To start search the user has to click the search icon magnifying glass in the section header and type the search key The list is immediately filtered Showing the entries containing the search key Visual Form Editor gt Dispatcher gt Add activity Activity time of assignment atime_of_assignment i Section name is empty Activity time of booking Activity type atime_of_booking End Duration end time i Position in route PAS 2 Did the Technician arrive on ti sis Activity Notes Reminder npn 4 cmessagetime start End eta end time Time notified time_delivered Time Slot time slot Time Zone c zid Traveling Time travel Figure 6 Item search ORACLE Confidential Oracle Page 7 of 21 Visual Form Editor Adding Items to Context Layout 5 2 2 Adding Items to Context Layout Items are added to contexts by dragging them from the source section and dropping to the form 5 2 2 1 Adding Actions Actions items from the Actions subsection of the source sectio
14. gs Clicking the green plus opens the Value Visibility Settings window where the conditions of displaying certain values can be defined ORACLE Confidential Oracle Page 15 of 21 Visual Form Editor Visibility Settings Value Visibility Settings Conditions Figure 25 Value Visibility Settings window To set the value visibility the user has to select the field value s from the list of available values and set the conditions in which the selected values will be visible Value Visibility Settings Conditions o Type Resource type in equal x Select value in house e Figure 26 Value visibility selection The value visibility settings can be discarded by clicking Cancel in the top left or saved by clicking Save in the top right The settings appear in the Value Visibility Settings section of the Settings window Visibility Settings RO Value Visibility Settings o 9 Eastern Type in in house wv Common Figure 27 Value visibilities Page 16 of 21 Confidential Oracle ORACLE Visibility Settings Visual Form Editor Visibilities can be modified by clicking the visibility line This leads to the Visibility Settings screen Also the existing visibilities can be removed by clicking the red cross at the beginning of the selected visibility line The default visibility cannot be deleted it can only be modified This way each element will always have at leas
15. k the green plus in the Conditions line This opens the Conditions section Cancel Visibility Settings O Read Only Conditions Activity status astatus in equal gt Select value Figure 21 Conditions section Here the field to serve as the condition the condition itself and the value s of the field can be selected Page 14 of 21 Confidential Oracle ORACLE Visibility Settings Visual Form Editor Cancel Visibility Settings Access O Read Only Conditions o Time Zone c zid in equal Select value Eastern Central Figure 22 Visibility condition set More conditions can be added by clicking the green plus again The existing conditions can be removed by clicking the red cross The visibility settings can be discarded by clicking Cancel in the top left or saved by clicking Save in the top right The settings appear in the Visibility Settings section of the Settings window Visibility Visibility Settings RW Ro Time Zone in Eastern Figure 23 Field visibilities For enumeration properties the value visibilities can be set that is the conditions in which certain property values are visible or hidden When the user clicks an enumeration property the Visibility section contains one more subsection Value Visibility Settings Visibility Visibility Settings RW Value Visibility Settings Figure 24 Value visibility settin
16. layout editing functionality has remained unchanged 5 2 Using Visual Form Editor The Visual Form Editor screen consists of the following components the source section containing the items available for adding to the selected context and the form builder where the context layout is constructed or edited When a new context layout is first opened it looks like an empty screen with two lines at the top and in the bottom The upper line is the Actions line where the action buttons are to be placed The bottom line contains the Submit button used to save changes in the Mobility Application form The space between the two lines is used to arrange the fields custom properties and actions which will appear in the context ORACLE Confidential Oracle Page 5 of 21 Visual Form Editor Using Visual Form Editor Visual Form Editor gt Dispatcher gt Add activity Undo Close Save Activity status aaa ie Na a alg EM aS a A NO M NUM astatus Ports no ports Account Number customer number Activity ID aid Activity Notes ACTIVITY NOTES Activity tima of assignment w Actions v Special elements I AED ESD Sm ean tA Pak T Acai NOR ET HEP e ED EAE ETAT AP ELTE ET HAE Gor HEP RED EAE v ee Na e es A ek a D Po E A e ce A Pole HERE ER a ERT T eae ERE s er EL Figure 4 Visual Form Editor screen 5 2 1 Source Section Elements The source section consists of three subsections which can be expanded or c
17. me is empty Activity ID Activity type Customer confirmed Figure 12 Different field types in context layout Note the actual level of the user s access to a field is controlled by permissions and visibilities defined for a particular security profile or display profile Therefore subject to the user s permissions and visibilities a field may appear differently in the screen For example a combobox may appear as a ReadOnly text field if the user has no permission to edit it Each field can be added to a context layout only once If the same field is dragged to the form builder and dropped in a different place the field is moved If the same field is dropped to the same section or tab the initial field is deleted and a new one is added in a new place Note a field added to a tab can be added again to a different tab in the same context 5 2 2 3 Adding Special Elements Another way to organize a context layout is to add text labels sections and tabs to an empty layout and then fill them with fields Such items can be found under Special elements in the source section They are added by dragging and dropping similarly to other context layout elements All special elements are created with empty names which can be later edited Page 10 of 21 Confidential Oracle CRACLC Adding Special Elements Visual Form Editor Visual Form Editor gt Dispatcher gt Add activity w Fields v Actions Special elements
18. n can be added to the Actions line at the top of the screen In this case they appear as buttons in the top bar in the Mobility Application Visual Form Editor gt Dispatcher gt Add activity Undo Close Save v Fields Actions Reschedule reschedule activity Select Resource select provider send request send request Figure 7 Adding action to Actions line Actions can also be added to sections or tabs Also they can be dropped directly in the form builder In this case they create a section of their own and appear as buttons within a section or tab in the actual context Section name is empty Add to Deinstalled Section name is empty End prework Figure 8 Actions added to section and tab Each action can be added to the Actions line only once Also the same action can be added to a section of the context layout If the action added to a section is added again to a different section the action is moved between sections Page 8 of 21 Confidential Oracle CRACLC Adding Actions Visual Form Editor Section name is empty Add Activity Duration Activity type Position in route Activity Notes Figure 9 Action link in actions line and in section 5 2 2 2 Adding Fields Fields items from the Fields subsection of the source section can only be added in the fields section the main part of the form builder screen Fields can o
19. nly be added into sections or tabs If a single field is dropped in the form builder it creates a section of its own The place where the dragged field is to be added is marked with a blue line Fields Add activity Options Reschedule Suspend customer number Activity ID Section name is empty aid Activity ID pT ACTIVITY NOTES Activity Type ACTIVITY_TYPE Activity Notes Activity time of assignment atime of assignment Figure 10 Field adding Each new section is created without a name The section name is marked with the Section name is empty message at the top of each section The user can click this message and type the section name instead ORACLE Confidential Oracle Page 9 of 21 Visual Form Editor Adding Fields Activity Id inv_aid Inventory details Bandwidth Edit Inventory EQUIPMENT BANDWIDTH Inventory type Changed Inventory Id inv change invid change serial number Inventory Id invid Item Number Inventory pool ie oe invpool Phone Number Figure 11 Section name Fields are added to context layouts in the same format as they will appear in the actual screen that is the name and input field The input field corresponds to the type defined for the field in the Properties screen for example combobox text field checkbox etc However the input fields in the form builder are intended as illustrations only and are therefore disabled Section na
20. ollapsed by clicking the down arrows Whenever one section is expanded the other two are collapsed automatically The Fields section contains the names and labels of the fields and custom properties available for use in the selected context The Actions section contains the names and labels of the actions available for use in the selected context The Special elements section contains the names and labels of the elements of the context layout structure Text text labels which may be used in the context layout When a text label is added to the form builder it creates a section of its own Otherwise it can be added to another section or tab Section container element which is used to organize items in the context layout Sections can contain other sections and or tabs In the actual context sections most often appear as blocks grouping the items placed into them However when nested within another section a section has no visible borders but still joins the items within for group move or deletion Tab container element which is used to organize items in the context layout Tabs can contain sections Tabs can be used to arrange items in columns In the actual context tabs appear as buttons which when tapped open the next screen containing the items placed into the tab However in the Add activity Add inventory and Add support request tabs appear as sections with all items inside them immediately visibl
21. rvice Cloud such flexibility is implemented through the context layout editing functionality which is actually the possibility of customizing various screens used in Oracle Field Service Cloud and setting their access levels for different user types This functionality has now received a totally new transparent and intuitive interface where the context layouts can be easily created The user creating Oracle Field Service Cloud screens is now able to design the layout by dragging and dropping various elements on the screen The new functionality allows creating Mobility Application contexts of the form type 4 Context Layout Editing Description Each screen form and dialog window in Oracle Field Service Cloud is based on a context layout which is actually a set of items fields text labels and action links used in such screen form or dialog window and the elements defining their arrangement tabs and sections The context layout also includes the visibility conditions of each item that is the conditions in which it is visible or hidden as ORACLE Confidential Oracle Page 3 of 21 Visual Form Editor Context Layout Editing Description well as the user s access to each item mandatory ReadWrite or ReadOnly The previous versions of ETAdirect offered a reliable and comprehensive functionality of context layout editing which allowed the following actions adding updating or removing context layout items items arrangement
22. t one visibility setting Visibilities can be set for any element of a context layout action section tab text label field Submit button Clicking each element opens the Settings popup window where the visibilities can be configured This allows creating flexible contexts tailored for each particular display profile 5 2 5 Deleting Elements Any element can be removed from the context layout To remove an element the user needs to click it and then click the red cross appearing next to the element Section name is empty Visibility Settings RW e RIO Time Zone in Eastern Figure 28 Deleting element Individual fields or labels can be removed from a section or a tab At the same time whole sections or tabs can also be removed together with their content Note the Actions and Submit lines as well as the Submit button can never be removed 5 2 6 Context Saving When all changes to the context layout have been performed the configuration has to be saved by clicking Save in the top right of the screen Clicking Save applies the changes made to the current context which can be immediately visible on the actual Mobility Application screen If the user is not satisfied with the changes made to the context layout they can discard them by clicking Close Section name is empty Time Zone a Figure 29 Close and Save buttons ORACLE Confidential Ora
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