Add UI action to Workspace Case creation form?

rafas_10
Tera Guru

Hi everyone, 

 

I hope you are doing well. 

 

I wanted to customize a little bit the case creation page on HR Agent Workspace and I wanted to add a UI action (a button) there. It there any way to do so in UI builder or what is the other approach?

 

Thank you!

6 REPLIES 6

Shivalika
Mega Sage

Helo @rafas_10 

 

You can just create a UI Action and check "Workspace for Form button"  as shown in the below screenshot. 

 

Shivalika_0-1744098222429.png

 

You can also write the script that you want to run when the button is clicked in the workspace. Create it in the same scope as your workspace, if that doesn't works in global.

 

I hope this answers your queries. 

 

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket. 

 

Regards,

 

Shivalika 

 

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

 

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY

 

 

Hi @Shivalika ,

 

I understand it but I want to add it only on the HR Case creation form, when you are creating a case trough the back-end. How can it be possible?

Hello @rafas_10 

 

Your point is not clear. 

 

If you want it at specific "states" or something, then you can modify the "client script" to check state and only make it visible then. Also you can add in the condition field. 

 

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket. 

 

Regards,

 

Shivalika 

 

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

 

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY

Let me try to make it more clear 😀

On this page (HR Case creation page):

rafas_10_0-1744098865646.png

I want to add a button, just like the create case. That button I've already created as as UI action and I'm wondering if it's possible to re-use it there.