How to open a new record with paramaters in workspace?
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
07-16-2023 01:56 PM
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
07-16-2023 02:18 PM
I am little confused but might be because of this requirement.
DO you mean as soon as some one enters value in 'u_email_sent_from' you want to create a contact record?
Share some screenshots to help you better
Regards,Sushant Malsure
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
07-17-2023 05:36 AM
Nope, there is a UI action button in agent workspace that says Create Contact. Any time the agent clicks the button it should redirect them to a new Contact record but bring over the email address from the email field into the new Contact record.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
07-17-2023 01:19 PM
then locate create contact UI action and there you can adjust this
Regards,Sushant Malsure
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
07-19-2025 04:44 AM
Hi @e_wilber ,
Have you got the solution for this problem, if yes, please share. As i am also working on the same requirement.
Thanks