How to open a case in new case view from list action assignment in workspace

lucky6
Tera Contributor

Hi,

Have a requirement to create a list action assignment " create case " in csm workspace and if I click on it it should open the new case record form ..I have updated the payload with view details but for some reason it is not opening in the correct view.

Payload:

{

"Route": "record",

"Fields": {

"table": "sn_customerservice_case",

"sys_id": "-1"

},

"Params": {

"view": "new_case"

}

}

is anything wrong from the above payload?

 

12 REPLIES 12

@lucky6 is it not there OOTB?

KamilTEL_0-1751274844871.png

 

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No AI was used in the writing of this post. Pure #GlideFather only

Need to add custom case creation table for new case creation using list action in workspace..

GlideFather
Tera Patron

Hi @lucky6 

there is already an OOTB button to create a new case from the list view in workspace, or you can configure the plus (+) icon to create a case instead of interaction.

KamilTEL_0-1751211192059.png

 

_____
No AI was used in the writing of this post. Pure #GlideFather only

Hi @GlideFather ,

I need to create a button in workspace using ui builder not from the + icon.

I have shared the payload as well..please let me know if something needs to be added in that 

@lucky6 could you please share the screenshot of where you would like to place the button? what I am trying to say is that the button is already there without doing anything 😛

EDIT: it is there in OOTB settings, it might have been modified

_____
No AI was used in the writing of this post. Pure #GlideFather only