Want to add two buttons beside the "caller" field on incident form, like "show related incidents".
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‎03-18-2024 01:16 AM - edited ‎03-18-2024 01:17 AM
Want to add two buttons beside the "caller" field on incident form, like "show related incidents".
1. Button Name: Show related calls
Linked to the "Call" table - show all calls when the "caller" on the incident = "reported by" on the call.
2. Button name: Show related interactions
Linked to the "Interaction" table - show all interactions when "caller" on the incident = "opened for" on the call.
When you click on the button, a pop-up will display with all the filtered records from the respective tables.
Thanks,
Prajwal
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‎03-18-2024 05:59 AM
Thank you for your response.
It didn't resolve my issue, but it gave me an idea of how to proceed.