About application resources

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This topic is part of the manual Designer User's Guide for version Current of Designer.

This page provides general details about working with resources in Designer.

Related documentation:

Types of resources

From the Designer main navigation menu, you can access and manage a variety of resources that can be used in your applications, such as:

  • Business Controls for setting up and manage your hours of business, holidays (and other special days), emergency flags, and data tables.
  • Bot Registry for adding the bot resources you want to use in your applications.
  • Speech Grammars for defining lists of phrases or options that a customer can provide as input to an application.
  • Media Collections for managing voice recordings and other audio-related settings.
  • Digital Resources for managing resources related to digital applications, such as standard responses and customized messages for chats.
  • Shared Modules, which are smaller applications that you can use in other applications.
  • Admin resources for managing resources available to users with Designer Administrator role privileges (if you are not assigned this role, you will not see this item in the navigation bar).

You can learn more about each resource on its respective page.

Actions toolbar

Many of the resource pages in Designer have an Actions toolbar:

Des actions toolbar.png

The action items on the toolbar will vary based on the resource page you are viewing. Depending on the functions available for that particular resource, you can do the following:

Button Description
Des actions toolbar history icon.png Displays the history (or audit log) for a resource. For more information, see Resource history.
Des actions toolbar list icon.png Displays a list of the applications and modules that are using a particular media or message collection.
Des actions toolbar clone icon.png Clones the resource. You'll need to assign the cloned resource a unique name. Note that a cloned resource does not inherit the history and published versions of the original resource.
Des actions toolbar version icon.png Displays the version history for a shared module. You can then choose to make a version public, or view a version (in read-only mode) as it appeared at a particular time.
Des actions toolbar export icon.png Exports the resource for use in another Designer workspace. When you export a resource, all versions of that resource are exported, including the unpublished version. If you are using a Safari browser when performing the export, the exported file is downloaded as unknown. The file is valid and can be imported successfully, but you can rename it to something more meaningful.
Des actions toolbar import icon.png Imports the contents of a CSV file into a selected data table. For more information, see Import on the Data Tables page.
Des actions toolbar trash icon.png Deletes all versions of the resource. However, note that published applications that were already using the resource (i.e. applications that had previously generated their code) are not affected.

Using the Quick Filters

Quick Filters enable you to filter a list of resource items by selecting one or more filters that are associated with tags. The list then refreshes to show only those items that match the selected filters.

In this example, the SMART and Debug filters are selected so that only data tables with those tags are shown:

Des ui quick filters 01.png

The filters display any item in the list that has the associated tag, even if there are other tags associated with that item. If you navigate to a new resource page (such as going from Data Tables to Business Hours), any selected filters are automatically applied to the new page.

You can use Quick Filters on the following resource pages:

The same filters appear on each resource page, and any filters that you create are visible to other Designer users.

Managing Quick Filters

To add, modify, or delete quick filters, click the Settings icon to open the Manage Quick Filters window. To associate a filter with a specific tag, select it, and add the tag(s) under the Parameters section.

For example, to associate the SMART filter with the M1App tag:

Des ui quick filters manage.png

Tags are a useful tool for keeping resources organized. For consistency, Genesys recommends that you define and use a similar set of tags across your various resource types.

Using the history view

The history view enables you to see a list of events for a resource that provide details about each time it was accessed or changed. You can see details such as the ID of the user who initiated the event and the new and previous values of any resource properties that were changed.

Resources that provide this option include Applications, Shared Modules, Announcements, Grammars, and Business Controls.

Watch this short video to learn more about viewing the history of applications and resources:

Depending on the resource you are viewing, there are a few different ways you can access the history view. You can select the History button from the resource properties:

Des view history button.png

Or, if you are viewing a resources page, you can select a resource and click the History button on the Actions toolbar:

Des view history actions.png

For applications, you can view the history by selecting that option from the application properties.

For example, here is the history view for an application:Des view app history.pngYou can use the buttons on the history page to filter the results for a specific time period (for example, last 1W to see the results for previous week), or use the date fields to specify a custom date range (you can go back up to a maximum of one year from the current date). Results can be sorted or searched.

To download the results, click Export to generate and save the results as a CSV file.

You can drill-down further into an historical event by double-clicking it. This displays the audit details for that particular event:

Des view app history audit.png

The Values tab displays information about the event, such as the resource type, the type of action taken, and the unique IDs of data relevant to the event.

If applicable, the Diff tab shows you information about the specific objects or properties that were impacted by that particular event. For some items, you can expand the item to display additional details:

Des audit details expanded.png

Valid naming characters

When naming your resources, you can use the following characters (except where otherwise noted):

Resource names cannot be longer than 50 characters.
Character or Symbol Description Exceptions
A-Z uppercase alphabetical
a-z lowercase alphabetical
0-9 numeric
. period (or dot)
: colon Not valid for bot resources.
- hyphen
_ underscore
@ "at" sign Not valid for bot resources.
! exclamation mark Not valid for bot resources.
+ plus sign

File size limitations

When managing resource files, note the following file size limitations. If your file exceeds these size limits, Designer is unable to complete the operation.

Uploads and imports

Downloads and exports

  • Applications or shared modules exported from Designer cannot exceed 150 MB (with audio) or 50 MB (without audio).
  • Exported audio collections cannot be larger than 100 MB.

My file is too large – what can I do?

If your file exceeds the size limit, you can try the following options to decrease the file size:

  • For importing zip files that contain multiple (bulk) audio files, split the file into multiple smaller zip files and upload each file separately.
  • For audio or speech grammar files, try compressing the files before uploading.
  • For DAR files that are too large to import, try reducing the file size by deleting large binaries or files that are not needed.
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