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06-01-2022 12:20 PM
Hi all!
Is it possible to show Special Handling Note after completing a certain criteria but before clicking Submit or Save ?
Is it possible to achieve as an out-of-the-box functionality?
Example:
What I would like to get:
We have a customer for which we must secure that special handling of tickets is applied, for limited period of time. An agent is registering an incident and after choosing this particular client from drop-down list a pop-up with special handling is displayed straight away (no need to click Submit or Save)
What I get:
An agent is registering an incident and only after clicking Save a pop-up with special handling note is visible. If a Submit is clicked, then INC is being created and agent is brought back to the list of Incidents - agent will see a pop-up only if he/she will decide to go to the INC and will open it again.
Thanks for any guidance / help.
Solved! Go to Solution.
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06-01-2022 01:22 PM
Hello,
The out of box functionality triggers the pop-up after the record has been saved and the appropriate account/customer has a related special handling note, if so, on form load, the special handling note is displayed.
To enable functionality before the form is saved, this would require a database lookup within the client to retrieve that information and display a modified pop-up. This is custom functionality and something you'd need to implement.
One suggestion would be to utilize an onChange client script for your relevant field that you want to use to search and see if they have a special handling note, then via GlideAjax communicate with the server to retrieve it and if found, display an alert or info/error message on screen.
Please mark reply as Helpful/Correct, if applicable. Thanks!
Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!
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09-06-2022 10:39 AM
Hi
"One suggestion would be to utilize an onChange client script for your relevant field that you want to use to search and see if they have a special handling note, then via GlideAjax communicate with the server to retrieve it and if found, display an alert or info/error message on screen."
How do I search for a Special Handling Note on a field, using the Client Script?
Is it possible to use a Client Script to determine if it should be displayed, and display a Special Handling Note, instead of an info/error message?
Thanks a lot!
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11-24-2022 08:59 AM
I've created an idea in the portal for exactly this issue, given its something we would like to see as well.
Please feel free to go upvote it
Popup Special Handling Notes when OnChange of the Account field
