UI Action to trigger Appointment
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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)
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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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.
- To send the invite, I am not 100% sure but if you check the OOTB UI action from CAB Workbench (Send meeting invite)
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Dr. Atul G. - Learn N Grow Together
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