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Add New button from reference field in CSM/FSM Workspace

AvinashU
Tera Contributor

Hi all,

 

Is there a way to add a new button to the popup modal for reference fields in the CSM/FSM configurable workspace?

The specific requirement is to be able to create a new contact and associate it to the case without navigating away from the case just like in the platform UI.

 

Navigation:

1. Open CSM/FSM configurable workspace

2. Create a new case

3. Click on the magnifier glass in the Contact field (Search for a record)

4. In the popup there is no New button to create a contact and on submit auto-populate on the case

 

I enabled the New UI action on the Contact table for workspaces and reference fields, but it only appears in the platform UI. Support says it's not available OOTB. Is this not supported or there is a way to create a custom New button?

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