How to create a ui action in Related list?

Buddy 1
Tera Contributor

Requirement : To have a New button , in related list of customer service case form.

1. If agent found the current case is not a support case and it is a business case , then agent should click on New button and submit the current case as child business case.

2. After child business case is created , As a member of the support group, when a child case from the support case is assigned to my group, I should able to view and work on the assigned case in my "normal" queue of business cases.

 

How to achieve this ?

 

Thanks in advance!

3 REPLIES 3

BharathChintala
Mega Sage

@Buddy 1  create UI action related list table and check List banner button that button will be shown in related list

BharathChintala_0-1674147170322.png

Thanks,

Bharath

 

If my inputs have helped with your question, please mark my answer as accepted solution, and give a thumb up.
Bharath Chintala

@BharathChintala ,

The New button is already there, but restricted to some users. And how to submit a support case as child business case.
Currently under case , we have a related list and when click on New button, the child case form opens . But we want when the user clicks on New button , it should show form a child business case.

Can you help on this?
Thanks

@Buddy 1 

On UI action onclick should be empty client should be false

Script:

var gr = new GlideRecord('business_case');// replace your table
gr.initialize();
gr.field1 = "cnlk";// can pass anything or values from parent using current.parent(nothing but record you are in)
gr.field2 = "lkn";
gr.parent = current.parent;// this is to link check fields names and replace
gr.insert();
action.setRedirectURL(current);// you can redirect to new record also by giving gr.

 

If my inputs have helped with your question, please mark my answer as accepted solution, and give a thumb up.
Bharath Chintala