How to update the workspace related OOB UI action should be work in native UI also

[nagaklv]

Hello Community experts,

We are trying to create a Case, Request, and Incident from the Interaction record through CSM Workspace, and they are being created successfully without any issues — because these UI Actions are configured OOB (Out of the Box) for Workspace use.

Now, we are planning to utilize the same UI Actions in the Standard UI. For that purpose, we have enabled the three form buttons:

• Create Case – The Case record is getting created in the native UI, but it is not being mapped under the Related Tasks related list.

• Create Incident – The Incident record is also created in the native UI, but again, it is not reflected under Related Tasks.

• Create Request – The button itself is not working in the native UI.

Can someone help us fix these issues?

Thanks,

Nagesh

[Ankur Bawiskar]

@nagaklv 

that line should not be causing the issue.

Also not sure what this line means it opens case form but doesn't wait 

If my response helped please mark it correct and close the thread so that it benefits future readers.

[nagaklv]

@Ankur Bawiskar Did you get a chance to look into this?

[cebora7378]

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