incident and sctask "review" button
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09-16-2024 01:13 PM
Hello,
I need to create a "review" button on incident and sctask form which will work as: when incident is assigned to wrong group/ took long to complete / resolved incorrectly. As a user once a click on that button i should be able to add a comment. once i add a comment a notification should trigger to assignment group manager with that comment. And manger should be able to review all such incidents & SCTasks with the provided comments in a report.
To achieve this i think i have to create a button, a new comment field (so it can be easy to make report), And a new notification. any other ideas?
Could anyone help me through this? and help me in creating a button?
Thank you!
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09-16-2024 01:37 PM - edited 09-16-2024 01:38 PM
It looks like the main requiement is reporting the comments. Are you using Performance Analytics? If yes, You can avoid creating custom fields and set the state to On-Hold, add options to On-Hold reason field if needed and make the worknotes or comments mandatory when the button is clicked. Parallelly, PA will collect the data based on the options selected.
If you don't use PA, the option you chose will be the best.
Hit Accept Solution if this helps.
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09-16-2024 01:42 PM
Hello @Ravi Peddineni ,
we already have On-Hold reason field, and we are not going to use PA it seems.
Thank you!