New in Tokyo release - Create a pop-up form to fill out records next to the Virtual Agent

[Victor Chen]

In the Tokyo release, you can use the new Form Content Popup Topic Block to show a form that users can fill out outside the Virtual Agent. This is a good alternative to having users fill out a series of multiple questions in the conversation UI. 

To enable this, navigate to the Virtual Agent Designer, create a topic, and drag in the "Form Content Popup Topic Block". You can then enter the Table for which you are creating a record (in the above case, Incident) and for sysid, enter "-1". This means you are creating a new record. You can also enter a sys_ID of an existing Incident, which would make it an Edit action. 

Once the form pops up, the user may enter in information as they would with regular fields. Then scroll to the bottom to click Submit. The conversation in the Virtual Agent will then automatically continue. 

Note: The content form is built using UI Builder. You may see a brief "error" message prior to the form loading but it will then go away. 

[zynsn]

Hi @Victor Chen ,

Great write up and feature! 

How do we redirect the url that is presented in popup after a request/incident is submitted? Currently it is being directed to SP and we want to have the url redirected to Employee Center.

I have tried changing the sys_properties following the KB below to ESC. It is working well for all content cards in Virtual Agent but the form content topic block is still showing urls to SP. I tried looking  into the UI builder form for the virtual agent popup form too but cannot find anywhere to change the url to be redirected to our own portal instead of service portal.

How to redirect the Virtual Agent Bot Response Card record URL to a portal other than /sp - Support ...

[Sophie15]

Hi

How can we use this feature to display a pop up of a specific catalog item where they are creating a new record

thanks

[Yanping Guo1]

We are in the Tokyo, We don't see the Form Content Popup Topic Block in the Virtual Agent Designer. Why?

Thanks

[Padma2]

Hi,

I am using to "Form Content Popup Topic Block" to call a record producer. Im getting the below error.

Here is the flow of my topic.

Thanks,

Padma