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action button on Case create

John McKenzie

Hi

SugarCRM Enterprise v25:

On our Cases module we could like to put an Action Button on the 'Case Create' view that assigned the Contact is unknown to 'Master anonymous' contact record. I can do this on the cases that have already been created but that is of no use. What i want to do for colleagues is to put the button on the Case create screen so they don't have to look up this contact (or inadvertently create a new one) 

Is this able to be done?

Kind regards John

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  • 0 Sugar Employee Badge

    Hi  ,

    from what I have checked, adding action buttons directly into the "create" view is not an option, or at least not an out of the box one.

    I believe the "easiest" way to achieve this would be by having a checkbox / dropdown (yes or no) field that the users could select and a logic hook to apply the logic on the before_save action.

    You could also set a dependency (Visible if) on the checkbox / dropdown field via Studio to only be shown when the date_entered is empty.

     

    equal($date_entered,"")

    This way, the field would only be available when creating the Case.

    I hope this helps but let me know should you have additional questions on this.

    Best,
    Francesc del Moral

Reply
  • 0 Sugar Employee Badge

    Hi  ,

    from what I have checked, adding action buttons directly into the "create" view is not an option, or at least not an out of the box one.

    I believe the "easiest" way to achieve this would be by having a checkbox / dropdown (yes or no) field that the users could select and a logic hook to apply the logic on the before_save action.

    You could also set a dependency (Visible if) on the checkbox / dropdown field via Studio to only be shown when the date_entered is empty.

     

    equal($date_entered,"")

    This way, the field would only be available when creating the Case.

    I hope this helps but let me know should you have additional questions on this.

    Best,
    Francesc del Moral

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