Create Case Declarative Action question in Configurable Workspace

Steven Steichen
Tera Expert

The OOB Declarative Action, 'sys_declarative_action_assignment', Create Case calls [record model] from Interaction so the user can select the CSM Case Type. How are the parameters that get passed in the URL to the new Case record set? It should be a UX definition, but I can't find it.

Does anyone know where the URL parameters are configured in configurable workspace that creates a Case Type from an Interaction record via the Declarative Action?

1 ACCEPTED SOLUTION

Steven Steichen
Tera Expert

Solved: In UI Builder, Open the Modal page you are using for Case Type. In my case it was Case Type Multi Select. Find and open the Data Broker Server Script called 'Get encoded query to prefill case type form'. It should have 'encoded query' in the name if you don't have an exact match. Edit the script that matches the source table.

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1 REPLY 1

Steven Steichen
Tera Expert

Solved: In UI Builder, Open the Modal page you are using for Case Type. In my case it was Case Type Multi Select. Find and open the Data Broker Server Script called 'Get encoded query to prefill case type form'. It should have 'encoded query' in the name if you don't have an exact match. Edit the script that matches the source table.