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Service Omni Sidebar Configure

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Overview

Use to enable or verify the Omni-Channel sidebar on a Lightning console app. Triggers: enable the Omni sidebar, pin Omni-Channel in a console app, configure the Omni sidebar, turn on the Omni-Channel utility region, verify the pinned Omni widget. Do not use for Aura apps, standard apps, utility-bar-only Omni widgets, or to create a console app.

service-omni-sidebar-configure

Enable the Omni-Channel sidebar — the pinned Omni utility region that docks to the side of a Lightning console app — by setting isOmniPinnedViewEnabled=true on that app's CustomApplication metadata and confirming the flag round-trips. This is the recommended Omni surface for console/demo orgs: reps see incoming work, presence, and the work list docked beside the record, rather than only in the collapsible utility bar. It runs once per console app and is invoked by service-omni-channel-setup-coordinate as the final rep-experience step.

Inputs

bash scripts/enable-and-report.sh <org-alias> [app_developer_name]
  • org-alias (required).
  • app_developer_name (optional). The CustomApplication DeveloperName of the Lightning console app. When omitted, the skill queries AppDefinition for Lightning console apps: exactly one → adopt it; zero or many → blocked (name it explicitly).

Preconditions and safety

  • Target org authenticated via sf CLI, Service Cloud license, sf CLI ≥ 2.139.6.
  • Omni-Channel base settings enabled (service-omni-base-settings-configure).
  • The target must be a Lightning console app that is deployable as CustomApplication metadata. Standard apps and Aura apps are out of scope.
  • The three-way safe_to_write production guard applies.

Run

enable-and-report.sh resolves the target app, retrieves its CustomApplication, and reads the current isOmniPinnedViewEnabled value:

  • already truereused (no deploy).
  • false or absent → sets it to true and deploys the single CustomApplication in one atomic Metadata API call, then re-retrieves to confirm the flag is true before reporting success.

The deploy uses explicit --metadata "CustomApplication:<name>" (never --source-dir) and is done on its own — Metadata deploys are atomic, so the app is left unchanged on any failure.

Behavior

Idempotent + non-destructive. The skill only flips the single boolean; it never rewrites tabs, brand, or nav config. When the field is missing it is inserted in its XSD-ordered position (immediately before <label>); when present its value is replaced in place.

Auto-detect is conservative. It adopts an app automatically only when exactly one Lightning console app exists, so it can never silently pin the wrong app on an org with several.

Output contract

A single JSON object: statusenabled | reused | blocked, app_developer_name, app_label, before (bool), after (bool), deploy_id, manual_actions, blocking_issue.

  • enabled — the flag was false/absent and is now verified true.
  • reused — the flag was already true.
  • blocked — no/many console apps found, retrieve/deploy failure, or the post-verify did not confirm true; blocking_issue explains and manual_actions names the fix or prerequisite skill.

Limitations

  • One app per invocation; run again for each console app that needs the sidebar.
  • Lightning console CustomApplication only — not Aura, not standard apps, not the utility-bar Omni widget.
  • Does not create or lay out the console app, its tabs, or the Omni utility item.

References

File When to read
references/api-notes.md CustomApplication isOmniPinnedViewEnabled schema/order, AppDefinition detection query, and retrieve/deploy notes

Categories

Domains
Service Cloud

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