Sohail Khilji
Kilo Patron

Hi @harry24 ,

 

 

  1. Create a new UI Action:
  • Go to the Form Layout for the record you want to modify (such as the Incident or Request form)
  • Click on the UI Actions related link
  • Click on New to create a new UI Action
  1. Configure the UI Action:
  • Set the Name of the UI Action, such as "Cancel with Reason"
  • Set the Table to the record type you want to modify (such as Incident or Request)
  • Set the Action Name to "Cancel"
  • In the Script field, enter the following code:

 

if (confirm('Are you sure you want to cancel this record?')) {
  var reason = prompt('Please enter a cancellation reason:');
  if (reason) {
    g_form.setValue('work_notes', reason);
    gsftSubmit(null, g_form.getFormElement(), 'cancel');
  } else {
    alert('A cancellation reason is required.');
  }
}

 

This code will display a confirmation dialog when the Cancel button is clicked, and prompt the user to enter a cancellation reason in a pop-up dialog. If the user enters a reason, the reason will be set as the value of the work_b otes field (which is the work notes field for some record types), and the record will be cancelled. If the user does not enter a reason, an alert message will be displayed.

  1. Save the UI Action and test it on the form.

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