The CreatorCon Call for Content is officially open! Get started here.

Assess' button on Risk record from Risk Workspace

NishantR
Tera Contributor

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.

7 REPLIES 7

GlideFather
Tera Patron

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! */


NishantR
Tera Contributor

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.

 

@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! */


Shruti
Mega Sage
Mega Sage

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();
    });
}