Interactive Service Hub Page (Hosted Control)

  • Статья

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM 2016

Use the Interactive Service Hub Page hosted control type to host interactive service hub forms within Unified Service Desk to integrate the capabilities of both the applications. Interactive Service Hub provides an intuitive interface and displays all the vital information related to customers in one place that lets customer support agents focus on things that require attention.

Note

This feature was introduced in Unified Service Desk 2.1.

When an interactive service hub form is loaded within the Interactive Service Hub Page hosted control, it will automatically scan the page for data, and automatically populate the replacement parameters in Unified Service Desk. The Interactive Service Hub Page hosted control type exposes a number of predefined UII actions and events that are unique to handling of interactive service hub pages including list manipulation actions, and a find action for displaying a quick search or advanced search page.

Unified Service Desk provides you with a sample package, Interactive Service Hub, which demonstrates how easily you can integrate the interactive service hub pages within Unified Service Desk. More information: TechNet: Unified Service Desk 2.1 sample applications

Note

You can convert your existing Dynamics 365 Page type of hosted controls to the Interactive Service Hub Page type to display interactive experience forms used by the Interactive Service Hub application instead of the Dynamics 365 forms. However, there are some considerations in doing so. For more information, see Blog: Support for Interaction Centric Forms within Unified Service Desk

In This Topic

Create an Interactive Service Hub Page hosted control

Predefined UII actions

Predefined events

Create an Interactive Service Hub Page hosted control

While creating a new hosted control, the fields in the New Hosted Control screen vary based on the type of hosted control you want to create. This section provides information about the specific fields that are unique to the Interactive Service Hub Page hosted control type. For detailed information about creating a hosted control, see Create or edit a hosted control.

Interactive Service Hub Page hosted control

In the New Hosted Control screen:

  • Under Unified Service Desk area, select Interactive Service Hub Page from the USD Component Type drop-down list.

  • From the Allow Multiple Pages drop-down list, select No (default) to replace the interactive service hub page that is currently displayed, and update the browser history when Unified Service Desk receives a navigate action call or a page is routed to the tab. Select Yes to automatically create a drop-down list when a second URL is called or a window navigation rule directs a page to the tab. This will allow the user to quickly search between the interactive service hub pages that are attached to this control. Also, when you select Yes, an additional field, Maximum Browsers, becomes available where you can specify the maximum number of pages to be displayed in the drop-down list.

  • IE Process is the default Hosting Type for this hosted control type, and you cannot select any other hosting type . For information about supported hosting methods in Unified Service Desk, see Select a hosting method for your controls.

  • Select the Application is Global check box to set the hosted control as global. Global hosted controls can be displayed outside of a customer session. Controls like the agents’ dashboard, wall or search are common uses for global hosted controls. Global hosted controls do not have session-specific state so when you change sessions, these same global hosted controls remain. If the check box is not selected, the hosted control becomes session based. Session-based controls exist in the context of the customer session. If the user changes to another session, all the session pages from the previous session are hidden.

  • The Display Group field displays the panel where this hosted control will be displayed. MainPanel is the most common for this hosted control type. For information about various panels available in Unified Service Desk, see Panels, panel types, and panel layouts in Unified Service Desk.

  • Select Yes or No from the Application is Dynamic list to specify whether this is a dynamic hosted control. Dynamics hosted controls allow an agent to start or close a hosted control on demand, either by using the UI or programmatically through code. More information: Dynamic Unified Service Desk hosted controls

    If you select Yes, the User Can Close check box becomes available. Select this check box to let users close this hosted control.

For information about other General fields, see Create or edit a hosted control.

Predefined UII actions

These are the predefined actions for this hosted control type.

Note

The Interactive Service Hub Page type of hosted control supports all the UII actions supported by the Dynamics 365 Page type of hosted control. However, some UII actions are not available when you first create and save an instance of the Interactive Service Hub Page type hosted control. Any subsequent update to the hosted control instance adds the missing UII actions.

AssociatedView

This action loads a specific associated view of the interactive service hub. These views are typically accessed by clicking down arrow next to an entity record name in the nav bar, and selecting the associated entities.

Parameter

Description

navItemName

The associated entity that you want to display. Example: Cases

Id

The ID of the main entity record for which to display the associated entity records.

tabset

The area in Dynamics 365. Examples: areaSales or areaService.

Close

This action is used to close the hosted control. Unlike the CloseActive action, if this tab (hosted control) is displaying more than one page, it will close all the pages displayed in the tab in your agent application.

CloseActive

This action is used to close the active window within this hosted control. If the active window is the only window displayed in the hosted control, the hosted control itself will be closed. If you have chosen not to allow multiple pages for your hosted control (Allow Multiple Pages = No), this action is equivalent to the Close action.

CloseAndPrompt

This action prompts the user to save or abandon the changes before closing the hosted control.

Find

Navigate to the quick find list view of the specified entity.

Parameter

Description

The data parameter should specify the entity logical name of the quick find list view to display. There are some special case values:

  • Use case or incident to display the quick find list view for cases.

  • Use advfind to display the advanced find view.

  • Use activities or activity to display the quick find list view for activities.

FireEvent

Fires a user-defined event from this hosted control.

Parameter

Description

name

Name of the user-defined event.

All subsequent name=value pairs become the parameters to the event. For more information about creating a user-defined event, see Create a user-defined event.

GetSelectedCount

This action retrieves the number of items that are selected. Use the GetSelectedIds action to get the actual list of IDs for the entity.

Parameter

Description

The data parameter should specify the list name to retrieve the selected IDs.

The return value contains a number represented the quantity of selected items.

GetSelectedIds

This action is used to retrieve the selected IDs from the lists.

Parameter

Description

The data parameter should specify the list name to capture the selected IDs.

The return value contains a semi-colon delimited list of IDs containing the selected items.

GoBack

This action is equivalent to clicking the back button in the interactive service hub, which will take you back in the navigation stack of the interactive service hub.

GoHome

This action takes you to the homepage specified by the user in Dynamics 365.

MoveToPanel

This action is used to move hosted controls between panels at runtime.

Parameter

Description

app

Name of the hosted control to be moved.

panel

Target panel for the hosted control.

This action is used to navigate to the interactive service hub URL.

Parameter

Description

url

The URL to navigate to. This is a mandatory parameter.

Noscan

If this parameter is supplied and True, the data parameters will not be captured from the page.

HideCommandBar

If this parameter is supplied and True, the inner frame will be displayed without loading the interactive service hub command bar.

HideNavigationBar

If this parameter is supplied and True, the form will be displayed without loading the interactive service hub navigation bar.

postdata

Data that is sent to the server as part of an HTTPPOST transaction. A POST transaction is typically used to send data gathered by an HTML page. In Unified Service Desk, this data can be received from any event triggered using "http://event/?". Example: [[postdata]+]

Alternatively, the data can be passed as an encoded string with its header type in the intended format.

header

A string value that contains additional HTTP headers to send to the server. When the postdata parameter is used in the Navigate action, you should also specify an appropriate value for the header parameter. Example: Content-Type:application/x-www-form-urlencoded

If a Unified Service DeskPOST event triggers the Navigate action, the default value of this parameter should be header=[[header]+]

New_CRM_Page

Creates a page for creating a new Dynamics 365 record of the entity specified, and treats the page as a popup from the specified hosted control. The window navigation rules are evaluated to determine the location where the page to create the entity record is displayed.

You can pass attribute values in name=value pairs as data parameters for this action. For example:

LogicalName=incident
title=Sample Case

Open_CRM_Page

Opens an existing instance of the entity specified and identified by the ID, and treats the page as a popup from the specified hosted control. The window navigation rules are evaluated to determine the location where the popup should be displayed.

Parameter

Description

LogicalName

The logical name of the entity to open.

id

The ID of the entity record to open.

Pops up a URL from the hosted control and runs the window navigation rules against it for routing the popup to the appropriate location.

Parameter

Description

url

Routes a popup from this hosted control using this URL as if it were a popup requested from the displayed control.

RealignWindow

Displays the hosted control at the specified location on a monitor. You can display hosted control on up to two monitors. This action is applicable for hosted control instances that are configured to be placed on a USDFloatingPanel or USDFloatingToolPanel panel type.

Parameter

Description

screen

Specifies the screen on which to display the hosted control. Valid values are 1 or 2. If you don’t specify this parameter, 1 is passed by default.

left

Specifies the position, in percentage, from the left of the screen on the target monitor where the hosted control should be displayed. Valid values are 0 through 100. If you don’t specify this parameter, 0 is passed by default.

top

Specifies the position, in percentage, from the top of the screen on the target monitor where the hosted control should be displayed. Valid values are 0 through 100. If you don’t specify this parameter, 0 is passed by default.

width

Specifies the width, in percentage, of the hosted control window on the target monitor. Valid values are 1 through 100. If you don’t specify this parameter, 100 is passed by default.

height

Specifies the height, in percentage, of the hosted control window on the target monitor. Valid values are 1 through 100. If you don’t specify this parameter, 100 is passed by default.

Refresh

This action refreshes the current page.

ReRoute

This action takes the currently displayed URL, and sends it through the window navigation rules from the current hosted control as a popup.

RunScript

This action injects JavaScript into the main frame of the application. You should avoid using Dynamics 365 client SDK calls with this action; instead, use the RunXrmCommand action.

Parameter

Description

The data parameter is the JavaScript that will be injected into the form.

Note

The replacement parameters can be used in the script, and they will be replaced before the script is executed.

RunXrmCommand

This action is used to inject Dynamics 365 SDK JavaScript into the interactive service hub form.

Parameter

Description

The data parameter is the JavaScript that will be injected into the form.

Note

The replacement parameters can be used in the script, and they will be replaced before the script is executed.

Save

This action saves the current data on the interactive service hub form.

SaveAll

This action saves all forms in hosted control that allows multiple pages to be displayed (Allow Multiple Pages = Yes). If the hosted control allows only a single page to be displayed (Allow Multiple Pages = No), this is equivalent to the Save action.

SaveAndClose

This action saves the current data on the interactive service hub form, and closes the hosted control.

SetSize

This action explicitly sets the width and height of the hosted control. This is particularly useful when using "auto" in your panel layouts.

Parameter

Description

width

The width of the hosted control.

height

The height of the hosted control.

Predefined events

The following predefined events are associated with this hosted control type.

ActiveClosed

Occurs when the active hosted control is closed using the CloseActive action.

Parameter

Description

url

The URL that was displayed in the hosted control when it was closed.

DataReady

Occurs after the data in the interactive service page has been saved to the replacement parameter list.

Parameter

Description

url

The URL of the page.

Occurs when navigation happens within the interactive service hub.

Parameter

Description

url

The URL of the page navigated to.

RefreshRequested

Occurs when refresh is requested on the current page. Refresh can be requested either by pressing the F5 key or calling the Refresh action by the application.

Parameter

Description

url

The URL displayed when refresh was requested.

Saved

Occurs after a record in the interactive service hub page is saved.

Parameter

Description

newId

The ID assigned to the newly created record.

See Also

Hosted control types and action/event reference
CRM Page (Hosted Control)

Unified Service Desk 2.0

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