Defining Callouts Using a New Blank Callout

In Real-Time Designer, the process of defining a callout consists of drawing a callout frame that represents the size and shape of the pop-up window to appear on an agent's desktop and then designing the content of this window.

You may also create and edit the contents of this window in HTML. However, editing in HTML is neither required nor preferable because Real-Time Designer provides all the WYSIWYG (What You See Is What You Get) options that you need.

To define a callout using a new blank callout:

1.

Open the Callouts area, as described in Defining Callouts - Overview.

2.

Click New Blank Callout to add a New Callout branch under the Callouts branch.

The New Callout is created and selected in the Presentation pane. The new callout appears in the Callout Editor area in the right pane.

You can rename an item in the tree by selecting it and typing in a new name.

3.

Design the position, size, and appearance of the callout's frame, as described in Designing the Callout Frame, Body, and Location.

4.

Enter text, dynamic text and links as described in Defining the Callout Content.

5.

For each content or design element that you enter in the callout, its HTML representation is available in the Source tab at the bottom of the window. This can be edited using standard conventions by clicking the Source tab.

6.

To define the callout's appearance, size and data property, see Defining Callout Properties.

7.

To design a callout template and use that as a base for creating new callouts, see Designing and Using a Callout Template.

8.

To see which right-click options are available, see Callout Right-Click Menu.

9.

To edit a callout using scripts, see Accessing Callout Parameters Using Scripts.

10.

To assign a Business Entity value to the Source URL of an IFRAME, see Assigning a Business Entity Value to the Source URL of an IFRAME.

11.

Click Callout Preview to preview the appearance of this callout as it will be shown on an agent's desktop . You can also preview the callout including its dynamic data by clicking Preview with Values Completion. See Previewing a Callout with Dynamic Data.