Create a 'Add to Watchlist' button on an open case form, so that the customer can add other contacts
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10-12-2022 08:22 PM
Hi All,
I have a requirement from a client, to be able to have a 'Add to Watchlist' button on all open Case forms. When this button is clicked, it should display list of contacts belonging to that case account and user should be able to select the required users from the list.
Known: (to add them to the watchlist the user must already be created within the Case portal)
Customer logs into to Case portal
Select Current Cases from the menu across the top of the page
Select an existing Case
Select "Add user to Watchlist" button
Select a user from the drop down list
User is added to the Case watchlist
User recieves Email email notifications when there is;
- A change of State to the Case
- When Additional comments are added to the Case.
I'm new to CSM, can someone please help me on this requirement
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01-18-2023 01:27 AM
Hi. Did you manage to create the widget? I have the same request but am not good at scripting and can't get your code to work.