Assess' button on Risk record from Risk Workspace

NishantR
Tera Contributor

‎07-14-2025 04:17 AM

When someone clicks on 'Assess' button on Risk record from Risk Workspace , system opens up a Glide Model . Could somebody help on figuring that configuration out.

Note : This is related to Risk Workspace and not the classic risk form.

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GlideFather
Tera Patron

‎07-14-2025 04:21 AM

Hi @NishantR 

do you mean the clicking part or what is going to be opened afterwards?

———
/* If my response wasn’t a total disaster ↙️ ⭐ drop a Kudos or Accept as Solution ✅ ↘️ Cheers! */


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NishantR
Tera Contributor

‎07-14-2025 04:24 AM

Hi , @GlideFather I actually wanted to modify few fields and its logic on the popup that appears after 'Assess' button clicked , but unable to figure out UI page or script which construct that model.

 

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GlideFather
Tera Patron
In response to NishantR

‎07-14-2025 04:27 AM

@NishantR I don't have the particular plugin activated, but search for UI Macros, glideModals (careful not Model as per your description) using SNUtils, and perhaps the UI Page as well

———
/* If my response wasn’t a total disaster ↙️ ⭐ drop a Kudos or Accept as Solution ✅ ↘️ Cheers! */


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Shruti
Mega Sage
Mega Sage

‎07-14-2025 04:31 AM

Hi,

 

1. Make sure client checkbox and workspace button is checked on Assess UI action

Shruti_0-1752492642605.png

 

 

Shruti_1-1752492642619.png

 

 

 

2. Sample workspace client script code

function onClick(g_form) {
    var fields = [{
            type: 'choice',
            name: 'reason_code',
            label: 'Reason code',
            value: ' -- Select -- ',
            choices: [{
                    displayValue: 'Duplicate',
                    value: 'duplicate'
                },
                {
                    displayValue: 'Canceled',
                    value: 'canceled'
                }
            ],
            mandatory: true
        },
        {
            type: 'textarea',
            name: 'comments',
            label: 'Comments',
            mandatory: true
        }
    ];
    g_modal.showFields({
        title: 'Additional information needed',
        fields: fields,
        cancelTitle: 'Cancel',
        confirmTitle: 'Submit',
        cancelType: 'default',
        confirmType: 'confirm',
        size: 'lg'
    }).then(function(fieldValues) {
       
        g_form.setValue('work_notes', fieldValues.updatedFields[0].value);
        g_form.save();
    });
}
 
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