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Editing Dialer Panels

The panel editor has three main components: the "trough" area, the active panel editor, and the section display.

The "Trough"

If you've used the Salesforce layout editing tool before, the basic layout of the trough should be familiar.

The trough shows you all of the panel sections and fields. The panel sections are stored on the far left of the trough, visually distinct with their yellowish coloring. To the right of the sections are the fields themselves, in gray.

If a section or field has already been added to the panel, the object in the trough will be slightly greyed out. However, even when this is the case you can still select a section or field and edit its properties.

Panel Sections

Each panel is comprised of one or more sections. Each section has different actions that can be added, removed, and organized within that section. You can also re-order the sections themselves by dragging and dropping them in the panel section area.

To add a new section, you can either drag a panel section from the "trough" area and drop it in, or you can click the Add Section link at the bottom of the sections area, and choose a section in the resulting dialogue window.

Selecting a Section

Click on a section in the 'Section Organizer'. The selected section will be highlighted in a blue border.

To move a section, drag-and-drop it up or down in the section area. To remove a section, click the blue (X) in the upper right corner of the selected section. Notice that this updates the section's availability back in the trough.

Notice too that you cannot remove the Dialer Controls Section from your panel layout. This area is required.

Editing a Section

To edit a section, click-select it in the section organizer. Notice when you select a section, the section details view appears in the center of the editor. Depending on which section you select, the buttons in the trough area will also change. Remember that greyed out buttons are already in the area you've selected, or for some reason can't be placed in that section.

Adding Buttons

Adding a button is simple—simply drag a button from the trough into the detailed editor area, and drop it in. Notice as you drag the button over various possible positions, the interface displays a box highlighting where it will land when dropped.

To move a button to a different place within the section, click on it in the section editor. It should now be highlighted in a blue box, with an (X) in the upper right corner. You can drag-n-drop the highlighted button to different positions. As you change positions, a blue line or dotted box indicates its prospective position. Note that buttons can take up a whole row or share a row with other buttons.

To remove a button, click the blue (X) while it's selected, sending it back to the trough. Depending on which section you're working with, you may not be able to move a button in a section without removing it first, then re-adding it from the trough.

Custom Buttons

Panels for PowerDialer mode support the use of custom buttons. Custom buttons use Javascript to interact with some of the dialer's native functions, letting you create "macro" actions, perform validations, and other cool stuff.

Click-to-Call panels do not support custom buttons, since Click-to-Call is designed to be used natively in Salesforce.

Also, not all panel sections accept custom buttons. In some instances you can create and edit custom buttons in the trough, but once they've been added to a dialer section can't be re-edited.

Saving a Panel

The standard 'Save' and 'Quick Save' buttons save your panel. Use 'Save' when you're COMPLETELY finished with your panel and ready to move on to something else. Use 'Quick Save' when you want to save your current changes but keep working on the panel.

Save As

If you've finished making changes on a panel, but want to save a different copy and continue working, use 'Save As'. Bring this up by clicking the arrow next to the 'Save' button.

Cancel

The cancel button will immediately exit the panel editor and discard any unsaved changes.

Undo / Redo

These buttons are the equivalent of using CTRL-Z / CTRL-Y in other applications, undoing or restoring the last action you made in the Dialer Panel Editor. These only track the LAST action performed or undone.

Release Notes

Find our most recent release notes.

Forum

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Advanced Training Guides

Advanced training for the PowerDialer for Salesforce.

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