Add Related list button on Agent Workspace for HR case management

[Community Alums]

Hi All,

We have a requirement to add an "Add Jira Tickets" button to the Jira Tickets related list (relationship: Parent → HR Case) on the HR Case form.

When the "Add Jira Tickets" button is clicked, it should display a list of all Jira tickets that have the current HR Case set as their parent.

- Want the "Add Jira Tickets" button in the Jira Ticket Stubs related list on the HR Case form in Agent Workspace to allow users to link existing Jira records (instead of creating new ones), you'll need to configure a custom declarative action that opens a modal or list picker to select existing records.

Thank you.

[Shruti]

Hi,

1. Navigate to Now Experience Framework -> Declarative Actions -> Related List Actions

2.  Create a new related list action

Action label  - Provide an action label Eg. Add Jira Tickets

Action name - Provide an action name Eg add_jira_tickets

Implemented as - UXF Client Action

Specify client action - Create a new client action/Action Payload Definition(check Step 3 below) . Eg. Add Jira

Table - "JIRA Ticket Stubs" table name

Active  - true

3. Action Payload Definition . 

Key - Add Jira

Label - Add Jira

Applicable to - Related List

Payload - Replace userGIvenTable value with jira ticket stubs table name

{
"label": "Add",
"userGivenTable": "<JIRA TICKET STUBS>",
"table": "{{table}}",
"parentRecordSysId": "{{parentRecordSysId}}",
"parentFieldName": "parent",
"referencedFieldName": "parent",
"extensionPoint": "HR_CASE_PARENT_FILTER_QUERY",
"view": "",
"columns": "number,short_description",
"type": "o2m",
"hideSelectAll": false,
"relatedListName": "{{relatedListName}}"
}

4. Go to the declarative action assignment created in step 2

5.  Go to the action configuration related list and add HR workspace action configID

6.  Go to the UX Add-on Event Mappings related list and create a new mapping

Event Mapping name - Eg. Related list Add jira

Source Component  - List - Related

Source Declarative Action  - add_jira_tickets

Active  - true

Controller - Form

Target Event - [Record Page] Open modal .Create New target event

  Label  - [Record Page] Open modal

  Event Name - RECORD#OPEN_MODAL

  Properties - [
{
"fieldType": "string",
"interfaceApiName": "",
"label": "Viewport modal - route",
"mandatory": false,
"name": "route",
"readOnly": false,
"typeMetadata": null
},
{
"fieldType": "json",
"interfaceApiName": "",
"label": "Viewport modal - fields",
"mandatory": false,
"name": "fields",
"readOnly": false,
"typeMetadata": {
"schema": {
"type": "object"
}
}
},
{
"fieldType": "json",
"interfaceApiName": "",
"label": "Viewport modal - params (Optional)",
"mandatory": false,
"name": "params",
"readOnly": false,
"typeMetadata": {
"schema": {
"type": "object"
}
}
},
{
"fieldType": "choice",
"label": "Modal size",
"mandatory": false,
"name": "size",
"readOnly": false,
"typeMetadata": {
"choices": [
{
"label": "Small",
"value": "sm"
},
{
"label": "Medium",
"value": "md"
},
{
"label": "Large",
"value": "lg"
},
{
"label": "Fullscreen",
"value": "fullscreen"
}
]
},
"valueType": "string"
},
{
"fieldType": "string",
"interfaceApiName": "",
"label": "Arial label",
"mandatory": false,
"name": "ariaLabel",
"readOnly": false,
"typeMetadata": null
}
]

Target Payload mapping - 

{
"container": {
"fields": {
"container": {
"columns": {
"binding": {
"address": [
"columns"
]
},
"type": "EVENT_PAYLOAD_BINDING"
},
"extensionPoint": {
"binding": {
"address": [
"extensionPoint"
]
},
"type": "EVENT_PAYLOAD_BINDING"
},
"hideSelectAll": {
"binding": {
"address": [
"hideSelectAll"
]
},
"type": "EVENT_PAYLOAD_BINDING"
},
"label": {
"binding": {
"address": [
"label"
]
},
"type": "EVENT_PAYLOAD_BINDING"
},
"parentFieldName": {
"binding": {
"address": [
"parentFieldName"
]
},
"type": "EVENT_PAYLOAD_BINDING"
},
"parentRecordSysId": {
"binding": {
"address": [
"parentRecordSysId"
]
},
"type": "EVENT_PAYLOAD_BINDING"
},
"referencedFieldName": {
"binding": {
"address": [
"referencedFieldName"
]
},
"type": "EVENT_PAYLOAD_BINDING"
},
"relatedListName": {
"binding": {
"address": [
"relatedListName"
]
},
"type": "EVENT_PAYLOAD_BINDING"
},
"table": {
"binding": {
"address": [
"table"
]
},
"type": "EVENT_PAYLOAD_BINDING"
},
"userGivenTable": {
"binding": {
"address": [
"userGivenTable"
]
},
"type": "EVENT_PAYLOAD_BINDING"
},
"view": {
"binding": {
"address": [
"view"
]
},
"type": "EVENT_PAYLOAD_BINDING"
}
},
"type": "MAP_CONTAINER"
},
"params": {
"container": {
"type": {
"binding": {
"address": [
"type"
]
},
"type": "EVENT_PAYLOAD_BINDING"
}
},
"type": "MAP_CONTAINER"
},
"route": {
"type": "JSON_LITERAL",
"value": "mra"
},
"size": {
"type": "JSON_LITERAL",
"value": "lg"
}
},
"type": "MAP_CONTAINER"
}

[Community Alums]

Hi Shruti.

I have followed the each step, Button is not doing anu action when we click on it. 

Thank you.

[Shruti]

Can you share the screenshots?

[Community Alums]

Hi,

PFA For your reference.

Thank you.