This is a quick post about Unified Service Desk but hopefully it contains a tip which is quite useful ……
Within my user interface I have gone to great lengths to define window navigation rules for all of the various actions I require. I personally like to restrict the user navigation as much as possible to give a clean and simple interface so what-if the user clicks on a link to something I haven’t considered? Or worse still what if someone adds something new to the account form breaking my carefully thought out navigation?
For example: From account I might handle loading cases, opportunities (etc) but what-if the user clicks on currency or sales territory. Fields I’m not interested in!
Well out of the box, clicking currency (for example), USD would do this ….
I end up with the currency details being shown in place of my account. I would much prefer nothing happen rather than “incorrectly” loading details about the currency.
Below I have shown a list of the navigation rules I have defined for account. You can see I am allowing the users to open appointments, contacts, emails and even FieldOne work orders. Then I have created two navigation rules to cover anything else which I haven’t considered (or don’t want to consider). One rule stops any “in place” loading of entities and the other stops any “popup”.
Here you can see what the ANYTHING ELSE (Popup) rule looked like. FYI: The in place rule is essentially the same it just has a route type of “in place”.
- The order is significant, I set this to be a high number so that all of my other “valid” window navigation rules are considered first.
- Also, notice that I haven’t defined an entity but instead entered an “*” in the url field.
- And finally my action is “none” as I want nothing to happen if this popup rule is triggered.