Create a flag or a button as 'Special Project' that is available from the main Incident page.

[Ayushi J]

I need to create a flag or choice as "Special Project" or a new ui action on the main incident table which could perform limited number of actions on that item. And once clicked on that new 'Special Project' button it launches a new  'Special Project' screen which contain three fields on the screen.

I also need to verify that once created, the 'Special Project' is flagged as such in the incident list view(i.e. include some visual indicator or flag that distinguishes special project from a regular abc while looking at the list view).

Also note that 'Special Project' is not any custom table.

Please help me out with the solution for this.

[Bhavya11]

Hi @Ayushi J 

For solution for above,

1.Create 'Special Project' field with type True/False value and UI Action called 'Special Project'

2. Once you click on 'Special Project' UI action  so that you can bring the what ever field you want to bring

3. You can bring  'Special Project' field on list view.

Mark Correct and Helpful if it helps!!!

Thanks,

BK

[Ayushi J]

Hello Bhavya11

Thanks for this solution, but if I create a UI action as a 'Special Project' I will also have to create a new table for 'Special Project' which we do not want. We need a flag or choice as special project.

One thing I found that we can use UI Page but it contains jelly scripting, client script and Processing Script.

Any other help would be beneficial.

[Community Alums]

This sounds like some customization that could impact future upgrades or maintainability around the incident module. How does this special projects requirement revolve around how incident management should work? I'd question why I should do this first over how to.

[Ayushi J]

Hello John280

First of all it won't affect any kind of maintainability.                                                                                                                            Second, 'Special Project' is a name of the button or choice created, clicking on which will open the fields it contains but this will be visible on the incident form(I took incident table as an example) and also available on the List view.