Notify - adding participants to an active conference call

[Maria DeLaCruz]

Hello,

Is there an out-of-the box functionality that allows adding participants to an active conference call (without having to forward the conference call ID information)?

Thanks,

Maria

[Michael Ritchie · Accepted solution]

Maria, do you have the Incident Alert plugin enabled?   That was the original plugin that worked with conference calls prior to the Geneva release.   It did include the ability to add additional users to an existing conference call.   It is important to note that it does have a different "initiate conference call" dialog than the task one, but it does have a UI Action called "Invite to Conference Call".   To add a new participate to an existing call, you have to click into the Notify Conference Call record to see this UI Action.

I noticed in my instance the "Invite to Conference Call" UI Action is orphaned somewhat where the table of the UI action is "label notify_conference call" - likely still pointing to the old legacy notify plugin tables (definitely a bug).   So I edited this UI action in my instance and changed the table to Notify Conference Call [notify_conference_call].   Once I did that and had an active conference call going, that UI action appeared when you click into the associated conference call record.   Upon clicking it, the Incident Alert initiate conference call dialog appeared and it allowed me to add a new participant to the existing call.   Given that notify on task also uses the Notify Conference Call [notify_conference_call], this UI action should also work for conference calls initiated from tasks (incidents, problems, changes) but the different dialog will appear.   Again you will have to have the Conference Calls related list at the bottom, click into the active conference call record to see this UI action.   You could likely make it available as a list UI action too, though I haven't tested it.

[Maria DeLaCruz]

Thanks Michael!   That worked!

Do you know by any chance if this UI action will work on the mobile app?

[Michael Ritchie]

I haven't tried, but have my doubts.   Its a rather large popup and it may not be easy to navigate on a mobile device, tablet it should work fine.

[jeroen9]

Hi mcdelacruz,

I you would like to add conference call participants in script, you could take a look at this post and just use the call logic to set up new outbound phone calls to people you would want to include in the conference call (don't forget to pass in the conference call record).

Note that this is for new Notify, the Legacy Notify has a different process for adding conference call participants to an active conference call...

Cheers, Jeroen