Edit Team Desktop

Change or customize a team desktop layout by doing the following:

Accessing and Editing a Team Desktop Layout

1. Open the Edit Dialog and Edit the Team Desktop Layout:

• Locate the desktop you would like to edit.
• Click the Edit Desktop task icon located on the same row of the team desktop to edit. This opens the Edit User dialog box.

2. Change the Team Desktop Layout Name and Description:

• Change the name of the desktop layout by replacing text into the Name field.
• Change the description for the desktop layout by replacing text in the Description field.

3. Edit the XML in the Finesse Layout XML Field:

• Use the XML examples below to assist with customizing the team desktop layout:

<gadget>http://example.com/gadget</gadget>

<layout>
    <section>...</section>
</layout>

<action name="Custom Action">...</action>

<workflow>
    <trigger event="incomingCall" />
    <action>displayNotification</action>
</workflow>

<tabs>
    <tab name="Voice">...</tab>
    <tab name="Chat">...</tab>
</tabs>

<agentStatus>
    <state name="Available" color="green" />
    <state name="Not Ready" color="red" />
</agentStatus>

4. Save or Cancel the Changes:

• Click the Save button to save any changes.
• Click the Cancel button to cancel the operation.

See Also

• Add a New Team Desktop
• Agent Desktop Layout
• Configure a Team Desktop
• Configure Call Variables
• Assign or Un-assign Agent Teams for Team Desktops