A function button lets agents call a function or API with a single click. You can add one to the Home Bar, Account List, Customer List, or Ticket List component.

Function buttons can connect the agent desktop to other applications in real time. For example, agents can create, update, or delete records in Jira or Salesforce. They can also retrieve data from an external application and display it in a field on the agent desktop.

To configure a function button:

  1. Go to Desktops Designs tab, and then open the desktop for which you want to add a function button. 

  2. Click the gear icon of the component to view the properties.

  3. Go to the Buttons section and then click Configure Custom Buttons.
    The Edit Component window appears.

  4. Specify values in the following columns.

    ColumnDescription
    Component

    Element for which you want to configure the button. Depending on the component, select one of the following values:

    • Accounts 
    • Customers 

    • Tickets 

    Name

    Name for the button (for example, Create Jira Ticket).

    Icon

    		Image to represent the button.

    Action Type

    Types of action that you want to associate with the button.

    This column contains the following options:

    • API: Calls an API (for example, Insert Jira).
    • PAGE: Displays a page within the Agent Desktop.
    • POP URL: Displays an external webpage on a new browser tab.

     

    Target Page

    Designer page that you want to be displayed when an agent clicks the button (that is, page transition). 

    • This column is required if you selected PAGE in the Action Type column.
    • When an agent clicksnext page icon on the Home Bar of the current page, the target page appears.
    API

    API that you want to be used when an agent clicks the button. 

    • This column is required if you selected API in the Action Type column.
    • The options in this column refer to the APIs from the Functions Library tab.
    Method

    API method that you want to be used when an agent clicks the button.

    The options in this column refer to the API methods from the Functions Library tab.

    ConfirmIndicates if a confirmation message appears when an agent clicks the button.

    You can enable multiple functions for each component. 

  5. Click SAVE.
    The function button is configured, and a message stating that the event is saved appears.