Create pop up when employee relation case changes to close complete in the HR agent Workspace

[Apaul]

I have a requirement, when HR agent changes ER state to close complete, at that time a pop up should be populated with some dropdown and a worknote. This also consists two button, cancel and okay. if click Okay, case should be closed, if cancel, case should not be closed.

To achieve this,  Do you have any reference how to achieve this? Is ui builder needed as i think i need modals to create this.

[ChiranjeeviR · Accepted solution]

Hi @Apaul ,

since you highlighted this is required in the workspace

Here is the step by step solution

step1: use UI Builder

you need UI builder in workspace because

1. Classic GlideModal/Client scripts don't work in workspace

2.UI Interactions must be done using Modal components + event handlers

step2: open UI Builder

1.select workspace experience (eg. HR Agent workspace)

2.go to the page view for employee relation case record

3.add custom modal component with:

    drop down(select component)

     worknote(TextArea component)

     Buttons "OK" and "Cancel"

step3: Trigger modal on state change

1. use a "Client State Handler" to detect when the stat is set to "Close Complete"

2. use "Show Modal" event to open your modal

Step4: add Logic to Buttons

1. Ok Button: 

          Validate inputs.

           set Value back to "state= close complete"

           set Dropdown & worknote via Data broker or script include

2. Cancel button:

          Reset state to previous state

          Close modal

Testing :

1. change case state to "close complete"

 go to HR Agent workspace-> open an Employee Relations (ER) case -> try changing the state field to "close complete" 

Please mark as Correct Answer/Helpful, if applicable.

ServiceNow Developer

[ChiranjeeviR · Accepted solution]

Hi @Apaul ,

since you highlighted this is required in the workspace

Here is the step by step solution

step1: use UI Builder

you need UI builder in workspace because

1. Classic GlideModal/Client scripts don't work in workspace

2.UI Interactions must be done using Modal components + event handlers

step2: open UI Builder

1.select workspace experience (eg. HR Agent workspace)

2.go to the page view for employee relation case record

3.add custom modal component with:

    drop down(select component)

     worknote(TextArea component)

     Buttons "OK" and "Cancel"

step3: Trigger modal on state change

1. use a "Client State Handler" to detect when the stat is set to "Close Complete"

2. use "Show Modal" event to open your modal

Step4: add Logic to Buttons

1. Ok Button: 

          Validate inputs.

           set Value back to "state= close complete"

           set Dropdown & worknote via Data broker or script include

2. Cancel button:

          Reset state to previous state

          Close modal

Testing :

1. change case state to "close complete"

 go to HR Agent workspace-> open an Employee Relations (ER) case -> try changing the state field to "close complete" 

Please mark as Correct Answer/Helpful, if applicable.

ServiceNow Developer