FYI: This article has not been updated or reviewed since the Tokyo release. Use at your discretion, but be advised that these methods may or may not work on later releases.
Overview |
UI Actions are supported in both agent and configurable workspaces, but only in limited areas, such as the Action Bar component which is provided by default on the out-of-the-box record page. This means that UI Actions are only supported on forms in workspaces and not lists. If you have existing UI Actions on forms that you want to port over to your workspace or need to use the same UI Action on both a workspace and in the classic environment, you may be able to modify your UI Action code to do so. The Set up custom UI actions in legacy workspace product documentation has extensive information on creating UI Actions, and most of the information does still apply to both configurable and agent workspaces.
You can use Declarative Actions in the workspace ui on forms, lists, and related lists, and they work with both workspaces and UI Builder pages, so you don’t need to customize an out-of-the-box UI Builder page. For more information see our COE article on Declarative Actions.
Fields and Tables |
There are some main fields and tables you need to know to use UI Actions in configurable workspaces. When using Workspace options ensure the Client checkbox on the UI Action is set to true.
- Workspace Form Button - To make the UI Action appear on the list of UI Actions.
- Workspace Form Menu - To make the UI Action appear as a list item in the menu associated with UI Actions.
- Workspace Client Script - This is an optional field used to create a workspace-specific client script. Workspace has similar client scripting limitations as Service Portal.
- Format for Configurable Workspace (Available in San Diego) - Automatically creates the UX Form Action record needed to link the UI Action to configurable workspaces.
- UX Form Action - Links a UI Action to use in configurable workspaces.
Call a Server Side UI Action |
Workspaces use client-side UI Actions, and a UI Action must be marked as Client in order for it to appear and function on a workspace. So what do you need to do if you want to re-use a server-side UI Action you've previously created or want to create in a workspace UI Action? You have some choices. You can create a server script Declarative Action for the Workspace, which is detailed in our COE article on Declarative Actions, or you could call the server-side UI Action from your client-side UI Action.
Example
function onClick() {
var actionName = g_form.getActionName();
g_form.submit(actionName);
}
Unsupported Methods |
The workspace client scripting environment does not support the following global variables:
- this, window, document
- $, $$, jQuery, $j
- angular
In general, accessing globals is not behavior that should be relied upon. The client scripts should only access the registered objects i.e. documented client side methods within the scripting environment.
Methods |
GlideAgentWorkspace
This is a documented API, for more information on the methods see the documentation on the developer site. The g_aw API enables a UI Action or Client Script to open a specified record in a Workspace tab. Two methods are currently available, see the Close tab and save-and-close tab UI Actions product documentation for specific examples.
closeRecord()
openRecord()
You can also try the undocumented setSectionExpanded method to collapse or expand your sections.
Example
g_aw.setSectionExpanded('Notes', false); // will collapse the Notes section
g_aw.setSectionExpanded('Resolution', true); // will expanded the Resolution section
g_modal
A client scriptable API that allows the user to display an overlaid modal window and perform the following:
- Display input type fields in a modal window
- Show something else in a frame such as a UI Page or external link
- Perform action on confirm
- Load a component
Common Properties for Methods
|
title: The title of the Modal window size: The size of the Modal window: sm, lg, xl, fw (fixed-width) height: Height of the Modal window in pixels/em (optional) |
showFields
A g_modal method that displays a modal window with the fields defined in the UI Action Workspace Client Script. Displays the OK and Cancel buttons by default.
Properties
|
Accepts title, message, and callback as arguments and returns a promise. The fields property is required. If only one argument has been provided it will be treated as a fields parameter. fields: name: The name of the field, if using a reference field it is the name of the reference field on the form type: textarea, choice, reference, boolean, string label: How the field displays to the user value: Initial value of the field, useful in choices or booleans mandatory: true or false
If type is reference: name: The reference field on the current record being used to search reference: The table you're referencing referringTable: The table you're referencing from referringRecordId: The sys_id of the value you're calling in the UI Action form value: Can use the g_form method here to get the value displayValue: Display value must be used in conjunction with value
|
Example
This is a simple example of prompting a user for a reason using a modal window, and then passing it back to the Work notes field on the record. In the example below the then() method returns a Promise, which returns what the modal returns such as fieldValues in this example. In this example the work notes field on the client side with the field value are in the updatedFields array. Since only one field is being returned, the index/position was 0. If returning multiple fields just enter the position they are in.
function onClick(g_form) {
g_modal.showFields({
title: "Enter your reason",
fields: [{
type: 'textarea',
name: 'work_notes',
label: getMessage('Reason'),
mandatory: true
}],
size: 'lg'
}).then(function(fieldValues) {
g_form.setValue('work_notes', fieldValues.updatedFields[0].value);
g_form.save();
});
}
This example expands on using more fields, such as a choice field and a reference field.
function onClick(g_form) {
var fields = [{
type: 'textarea',
name: 'work_notes',
label: getMessage('Reason'),
mandatory: true
},
{
type: 'choice',
name: 'reason_code',
label: getMessage('Reason code'),
value: getMessage(' -- Select -- '),
choices: [{
displayValue: 'Duplicate',
value: 'duplicate'
},
{
displayValue: 'Canceled',
value: 'canceled'
}
],
mandatory: true
},
{
type: 'reference',
name: 'caller_id',
label: getMessage('What is your name?'),
mandatory: true,
reference: 'sys_user',
referringTable: 'incident',
referringRecordId: g_form.getUniqueValue(),
value: g_form.getValue('caller_id'),
displayValue: g_form.getDisplayValue('caller_id')
}
];
g_modal.showFields({
title: "Enter your reason",
fields: fields,
size: 'lg'
}).then(function(fieldValues) {
g_form.setValue('work_notes', fieldValues.updatedFields[0].value);
g_form.setValue('caller_id', fieldValues.updatedFields[2].value);
g_form.save();
});
}
showFrame
A g_modal method to link to external URLs or UI Pages.
Properties
|
Accepts a title, message, and callback. The url property is mandatory. If only one property is provided it will be treated as a url parameter. |
Example
function onClick(g_form) {
var kbId = '24d9243187032100deddb882a2e3ec33'; //sysId of KB article
g_modal.showFrame({
url: '/kb_view.do?sys_kb_id=' + kbId,
title: 'Test Knowledge Article',
size: 'lg',
height: 500
});
}
The next example is using a UI Page embedded and uses window.parent.postMessage() in the UI Page to pass data from the iFrame back to the workspace since g_form is not accessible in the UI Page when it is in the iFrame. In your instance or PDI the Propose Major Incident UI Action is a great resource to see how UI Pages are being called in workspaces.
function onClick(g_form) {
function proposeMIC(data) {
var workNotes = data.msg + "\n" + data.workNotes;
var notes = g_form.getValue('work_notes') + ' ' + workNotes;
var bi = g_form.getValue('business_impact') + ' ' + data.businessImpact;
g_form.setValue('work_notes', notes.trim());
g_form.setValue('business_impact', bi.trim());
g_form.submit('sysverb_mim_propose');
}
function openPopup() {
if(!g_form.getControl('work_notes')) {
getMessage('Cannot propose major incident as "Worknotes" is not visible', function(msg) {
g_form.addErrorMessage(msg);
});
return false;
}
var url = "/sn_major_inc_mgmt_mim_propose.do?sysparm_stack=no&sysparm_workspace=" + true;
g_modal.showFrame({
title: getMessage("Propose Major Incident"),
url: url,
size: 'lg',
autoCloseOn: 'URL_CHANGED',
callback: function (ret, data) {
if (ret)
proposeMIC(data);
}
});
}
openPopup();
}
In the UI Page within the Client Script the following function is being used to handle the Cancel that you may need to use in your UI Pages as the native Cancel functionality does not work. The config to identify the workspace is set in the HTML.
var config = {workspace: '${JS_STRING:RP.getParameterValue('sysparm_workspace')}' == 'true'};
function close() {
if(!config.workspace)
dialog.destroy();
else
window.location.href = window.location.href + '&sysparm_next_pg=true';
}
Also, if you log the data object it will return the following:
data: {"msg":"Proposed as major incident candidate","workNotes":"work note note","businessImpact":"business impact note"}
Alert
Displays an alert to the user when performing an action. See the Confirm example below as an alert is displayed to the message if the user does not meet the requirements.
Properties
|
Accepts title, message, and callback as arguments and returns a Promise. Message is required, if only one argument has been provided it will be treated as a message parameter. alert: getMessage(Title of the Modal), msg(Text to the user), callback |
Confirm
Displays a confirmation to the user when performing an action.
Properties
|
Accepts title, message, and callback as arguments and returns a Promise. Message is required, if only one argument has been provided it will be treated as a message parameter. confirm: getMessage(Title of the Modal), msg(Text to the user), callback |
Example
This example is adopted from the End Chat UI Action on an Interaction, and is a good example of using if statements to determine when a user can take an action and performing the action when the user clicks OK versus Cancel for example setting the state of the record to Closed.
function onClick(g_form) {
if (g_user.userID != g_form.getValue('assigned_to')) {
g_modal.alert('Only the assigned to can end this action.');
return;
}
var msg = getMessage("Are you sure you want to take this action?");
g_modal.confirm(getMessage("Confirmation"), msg, function (confirmed) {
if (confirmed) {
g_form.setValue('state', 'closed_complete');
g_form.save();
}
});
return false;
}
Confirm Destroy
Similar to the Confirm method, except the confirm button is show as a destructive style.
Properties
|
Accepts title, message, and callback as arguments and returns a Promise. Message is required, if only one argument has been provided it will be treated as a message parameter. confirmDestroy: getMessage(Title of the Modal), msg(Text to the user), callback |
action.openGlideRecord
This is another documented API that is very handy when using UI Actions in workspaces. Instead of using action.setRedirecrURL in the UI Action, action.openGlideRecord can be used instead, and will work for both platform and workspace.
Example
The following example is a simple server script with the Workspace Form Button and Format for Configurable Workspace options selected. Upon clicking the button the server script will run and open the new record in a sub-tab.
var incGr = new GlideRecord('incident');
incGr.newRecord();
incGr.setValue('caller_id', current.getValue('contact'));
incGr.setValue('short_description', current.short_description);
incGr.insert();
action.openGlideRecord(incGr);
Community Resources |
We’ll link community articles that use the methods mentioned above as we find them. If you think an article should be listed here please comment.
Replicate choice field on Workspace modal with g_modal by Aare Pujuste
Hi
Thank you so much for the content on the g_modal.
Quick question: I've been looking around and can't find anything to help me figure it out.
I set up my g_modal window to pop-up when an incident is set to resolved and everything works well, but I would like to add an action when the Agent clicks on Cancel or "X".
In fact, I want to refresh the page so that if they cancel, it will cancel the changes and trigger the g_modal again when they will hit resolve again.
As of right now, if an agent clicks cancel, the window closes but the form stays and if you hit resolve again, the data policy kicks in and show an error message instead of having the g_modal pop-up again.
Thank you for your time!
Hi
We are trying to implement the Glide Modal for our Suspend UI Action on HR case form, we have customized the Suspend functionality and we have a date field there, how to achive this using the Glide Modal method or any other way for acheiving this in HR Configurable workspace ?
@Ashley Snyder Also how can we increase the number of records shown in a reference field. As it seems the limit is only 250.
Can we Add attachments via g_modal.show fields?
Hi @Ashley Snyder,
I have ui action button Transfer to IT in platform view on HR case form and when user click on that button dialog box has been opened and when user select assignment group and check that checkbox that HR case is cancelled and new incident is getting created and same thing I need to achieve on agent workspace view and we have added Transfer to IT ui action button in agent workspace and when we click on that nothing is happening.
Please find attached screenshot :
After clicking on Transfer to IT button dialog box is opening
Can anyone please help me to achieve same functionality which we have in platform view.
Regards,
Nivedita
I am trying to bypass all the mandatory fields when cancelling the Change request but it still gives me an an error "The following mandatory fields are not filled in:". This is my script below. Can someone help me.
Hello
We have configure the UI Action Speak w/a for AWS when it is clicked it shows the UI page with variable actions, contact which is populated from the case form . For the watch list variable we are able to configure the field it shows all the watchlist users that are selected on the case form so we are working on the requirement that user should be able to select only one user from the watchlist members that are added on the case form.
Please find the screenshot for the same.
