Need to create a UI action button 'Reminder' on Incident form.

Thej1
Tera Expert

Hi,

 

Need to create a UI action button 'Reminder' on Incident form.

When we click that 'Reminder' button, it should show a pop of 'Reminder" table form to fill and submit that form.

can we achieve this ?

 

Thanks

 

@Community Alums @Mark Manders @Arpan Baishya @Amit Gujarathi 

3 REPLIES 3

del_ph_in02
Tera Contributor

@Thej1  Can you give me more inputs on this

 

HI @del_ph_in02 

 

The requirement is to create a button 'Reminder' on Incident form. when we click on that button it show a popup message with the form of OOB table 'Reminder' and can able to fill the form and submit.

 

There is an already OOB table Reminder.list and in Before field we have to select Due date or followup. We have created a custom field of 'Select Date' of Date field type. The customer wants to send a reminder based on this selected date of custom field 'Select Date' rather than the Due date or follow up choices from the Before field.

 

Please find the attached screenshot.

Thej1_0-1716840194227.png

Thej1_1-1716840251397.png

 

Thanks

 

 

 

sunil_k1996
Tera Contributor

To create a button on form follow the following steps-

1)Open incident form->Go to context Menu ->Configure->UI actions

2)Go to new->create name for it->and mark for Form Button

It will display a button on form.

Please mark helpful/correct if it helps you.