UI Action to trigger Appointment

Lee Coogan
Tera Contributor

‎11-09-2023 01:42 AM

Hi

Not overly technical so if possible please use laymen terms!

 

I am wanting to add a UI action button, next to update, close case etc. called 'Calender Invite' on our case table. I have the Appointment > tasks related table on the cases and the functionality this provides is ideal, I just wanted to add a physical button that triggers the same workflow as the appointment workflow (shown below)

LeeCoogan_0-1699522846841.png

 

Can anyone assist please?

 

Also, to take this a step further, is there a way you can invite the contact of the case to the appointment too and include a meeting link via teams?

 

thanks

Lee

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Dr Atul G- LNG
Tera Patron
Tera Patron

‎11-09-2023 01:48 AM

Hi @Lee Coogan 

 

I am not good in coding but few steps:

- Create a new UI action

- Provide the name and select where you want to display.

AtulyaLNG_0-1699523278273.png

 

- To send the invite, I am not 100% sure but if you check the OOTB UI action from CAB Workbench (Send meeting invite)

https://INSTANCENAME.service-now.com/now/nav/ui/classic/params/target/sys_ui_action.do%3Fsys_id%3D13...

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