Adding a Tab Strip

The following describes how to add a new tab strip to a configuration.

Implementation

1. Launch the intended configuration.
   How do I view a list of configurations for a specific Customer?

   1. Access the resources page for the intended Customer.

      How do I access resources for a specific Customer?

      1. Access the details page for the intended Customer.

         How do I access the details of a specific Customer?

         1. Type the Customer’s name into the search field at the top of any page.
         2. Click the intended Customer in the search results. This opens the Customer Details page.

      2. Select the Customer Resources tab.

   2. Click the CC4Web Configurations hyperlink.
   How do I launch an individual configuration via the portal?

   When viewing the list of available configurations:

   1. If you don't want the configuration to appear in a new window, un-tick the first check box.
   2. Use the first drop-down to select the name of an Agent to simulate when you launch the configuration.
   3. Locate the configuration you want to access, and click its Launch button.

   Always remember to save any intended changes before exiting this mode.

2. Click Enter Design Mode.
3. Click Whole Config Properties. This will open the Properties page for the configuration.
4. Click the Add a Tab Strip option. The designer will update, displaying a new tab strip—consisting of three blank tabs—on the left-hand side of the page, and the first tab's properties on the right-hand side.
5. Click the name of the new tab strip to display its properties.
6. Make changes to the behaviour of the tab strip as needed, then click Save Changes to apply them.
   Tab strip Style and Layout...

   Setting	Description
   Auto Size Options	If you expect the configuration to be resized by Agents, or if the Agents work on various screen sizes, you can use the two options here to determine what happens to this tab strip when the configuration window changes size in a horizontal (Left/Right) or vertical (Up/Down) direction. By default, the tab strip will not react to changes in configuration size, but you can make it also change size, or reposition itself relative to those changes.
   Automatically Cycle Through Tabs	If the tab strip consists of more than one tab, you can cause it to automatically switch between those tabs after a certain number of seconds have elapsed. This is particularly useful if the tabs are used to display useful information, but there are different categories of information that you want to cycle through for the benefit of the Agent. By default, this option is disabled. Once enabled, you can disable it once more by replacing the value of the text field with 0.

7. Adjust the number of tabs in the strip by doing the following:
   1. To add a new tab, click New Tab for the intended strip.
   2. To delete an existing tab, click its Delete Tab button and confirm the action when prompted.
8. For each tab in the strip:
   1. Click the tab's name.
   2. Use its Style and Layout pane to give the tab a suitable Name.
   3. Click Save Changes.
9. Add any widgets you need at this stage. You can always return to this screen to add more later.

   See also: Adding a Widget to a Configuration

10. To return to the configuration, click Return to the Cxp Agent Experience; otherwise, you can now safely close the current window or tab.