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]

Update the Open Jira ticket payload definition 

{
"label": "Add",
"userGivenTable": "u_jira_ticket_stub",
"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}}"
}

[Community Alums]

Hi @Shruti  

Updated the Payload still button is not functioning

Thank you 

[Shruti]

Hi,

Update the highlighted fields within the  payload as per your requirement.

This is the sample code which is working for me

{
"label": "Add",
"userGivenTable": "u_jira_ticket_stub",
"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}}"
}

[Community Alums]

The Sample requirement is We have Jira tickets related List on HR Case form with Paret>HR case relationship. Once we click on ADD Jira Tickets Button in Jira tickets related List on HR Case form It will show all the Jira Tickets List.

• Related List: Jira Tickets on HR Case form
• Relationship: parent field on u_jira_ticket_stub references HR Case
• Button Action: When user clicks "Add Jira Tickets", it should show all Jira tickets.

Thank you.

[Shruti]

Hi @Community Alums 

Make sure the parentFieldName and referencedFieldName is parent or u_parent. Remove extension point and columns and try

{
"label": "Add",
"userGivenTable": "u_jira_ticket_stub",
"table": "{{table}}",
"parentRecordSysId": "{{parentRecordSysId}}",
"parentFieldName": "parent",
"referencedFieldName": "parent",
"extensionPoint": "",
"view": "",
"columns": "number",
"type": "o2m",
"hideSelectAll": false,
"relatedListName": "{{relatedListName}}"
}