The Outcome - List Control allows a record outcome and completion state to be chosen by the agent from a list, and then navigate the Workflow to a configured Page. This can be contrasted with the
Outcome - Button, where the agent is only offered a simple button with a pre-configured outcome and no ability to reschedule.
It appears to the agent as a list and button by default, with an additional rescheduler displayed if an incomplete outcome is selected. See
Reschedules for further details on usage.
This Control is part of the Basic Control pack, and will always be available.
Add an Outcome - List to the Page. The options and style can be configured in the
Options tab and
Styling tab of the Field Properties.
Outcome - List Fields can be styled in a Stylesheet by referencing the control-outcome-list class.
To link to another Page and configure the outcome to be set when the button is activated, use the
Outcome Selector in the Advanced Options tab.
The Outcome - List Control has two unique options available in its Options tab:
Option
|
Description
|
Reschedule Date Format
|
Choose between displaying the date as DD/MM/YYYY or MM/DD/YYYY format in the rescheduler.
|
Reschedule Options
|
Choose whether a reschedule is assigned to any available agent, the current agent, or whether the agent can choose.
|
As with other button-type Fields, it is possible to require that a Page passes
Validation before the button will activate. This prevents the agent from leaving the Page before all requisite details have been collected.
As with other button-type Fields, upon activation the button will then be temporarily disabled until the action has completed.
As with other button-type Fields, it is possible to trigger this by JavaScript or
Update Links. Please see the
.click() article for more information and an example regarding using JavaScript.
This control is usually placed on the
Penultimate Page of a Workflow to display outcomes and rescheduling options (if required) to the agent as they finish the record.
If the agent selects an option from the Outcome - List and then navigates to another Page, the Outcome - List will not visually retain its value if the original Page is returned to. The agent would need to reselect the outcome when they revisited the original Page.
The Outcome - List can source its outcomes from an external
integration if required, and then cause the chosen record outcome and completion state to be passed back to the integration when the record is completed.
Please contact your Intelligent Agent vendor for a list of compatible Providers.
If the Workflow is rescheduled, then all Fields will retain their values as of the end of the record run. However, the Workflow will be resumed at the
Start Page, and all
Variables will be reset.