CWM Dashboard buttons

[subinsuresh]

Hi All ,

We are trying to create some button on cwm dashboard to enhance some functionality like to convert a CWM task to incident or case , how ever the buttons are not getting visible Dashboard,

has any one done this before ?

Also how can i open the cwm record in detailed full screen view like other connected records ?

Thanks in advance.

[Mark Manders]

Stating 'we did something but it doesn't work' lacks the information we need to assess why it's not working. You need to provide more information.

[subinsuresh]

Hi Mark,

We are planning to implement CWM for several teams within our organization. As part of their day-to-day work on CWM tasks, there may be situations where team members need to convert a task into an Incident or a Problem record for further investigation and resolution.

We would like to understand the recommended approach for enabling this functionality within CWM and whether there are any existing best practices or capabilities that support creating or converting Incidents and Problems directly from CWM tasks.

I tried UI builder and the buttons are not visible in this cwm record task form:

Hope this give out more context.

[Madhav Bharadwa]

Did you try adding a button in the new task side panel in UIB page after the save button?

please check for new task side panel form save button and try adding a button after that