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Action button in portal

Elena Spıru
Giga Guru

Hello,

 

In business portal, you have the option to go to requests -> view submitted requests -> view all cases

ElenaSpru_0-1787314246268.png

Once you open a case from the list, the form contains info regarding the case + ACTION, in which you can select "CLOSE CASE".

ElenaSpru_1-1787314289397.png

My task is to add 2 additional buttons under ACTION (called accepted and rejected which based on what the user presses, it should accept or reject the quote created from this case).

 

What is the easiest way to do it?

 

Thank you,
Elena

 

1 ACCEPTED SOLUTION

Anand__99
Mega Sage

Hi @Elena Spıru,

 

These actions are rendered through the Case Ticket Action widget. Since these actions are hardcoded within the widget and are not referenced from UI Actions, you will need to clone the widget and apply your customizations there.

 

If you decide to customize it, there is one additional configuration required: update the Standard Ticket Configuration for the  table 'sn_customerservice_case' to reference your newly created Action widget.

 

If my response answered your query, please mark my response as correct/helpful.

Thanks
Anand

View solution in original post

2 REPLIES 2

Anand__99
Mega Sage

Hi @Elena Spıru,

 

These actions are rendered through the Case Ticket Action widget. Since these actions are hardcoded within the widget and are not referenced from UI Actions, you will need to clone the widget and apply your customizations there.

 

If you decide to customize it, there is one additional configuration required: update the Standard Ticket Configuration for the  table 'sn_customerservice_case' to reference your newly created Action widget.

 

If my response answered your query, please mark my response as correct/helpful.

Thanks
Anand

Hello @Anand__99 ,

 

Thanks for the answer. I found the same thing during my searches regarding this topic.
I only need the change for a table extended from  'sn_customerservice_case'  so will create a new entry in the Standard Ticket Configuration + add the custom widget.

 

Have a great day and week,
Elena