Update UI Action - Create Change

becks_kirk
Tera Contributor

I have a request from our change team to look into this issue.

When an incident has been identified to require a Change to resolve the incident, the "Create Change" UI Action link under Related Lists is usually what the user will click to get the change request started. This is OK, the problem is the record is inserted on the table and we have mandatory fields that need to be filled in as part of submitting a change request that cannot be auto populated from the Incident. Since the change record is saved through the UI Action that runs, the mandatory fields not filled in continue to show as required, but because the record has already been inserted on the change request table, a user can navigate away from the CR without filling in these details. The change team then pulls teeth (insert all the complaints here about empty change requests) to find out the rest of the CR detials. Turns out most of the time the users 'didn't mean' to click on the link and navigate away instead of canceling their false change request.

Is there a way to keep the link, but not save the record immediately to the change request table? I still want to pull in the data that auto populates, I just don't want the record to auto save so that users have to fill in the info if the CR is legit.

This is what my current UI   Action record for Create Change looks like... what are your recommendations?

find_real_file.png

6 REPLIES 6

debragrayson
Tera Contributor

Has a solution been found for this question?

Suresh93
Tera Guru

When I am trying to create change from incident using UI action, it inserts the record instead of opening the form to edit the things.

Can anyone suggest me how this can be achievable.