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Save as Completed Service Appointment RRS feed

  • Question

  •  

    Hi,

     

    My custumers are lazy, and they don`t like having to click at the "Actions Menu", and then "Close Service Appointment".

    So, they asked me to create a button to do that, next to the "Save and Close" button.

     

    Can anyone help me to do that??

     

    Thanks.

    Monday, September 29, 2008 7:16 PM

All replies

  •  

    Hi Fresto,

     

    No code samples, but one approach would be the following:

     

    * Create button on toolbar which sets a boolean on your form (new_close) as true. (JS) Call form save through JS to close form.

     

    * Create callout (postcallout) which if new_close = true updates state of Service Activity. [OR] create workflow which if new_close = true updates state. Not 100% sure workflow can achieve the 2nd.

     

    Cheers,

     

    Karlo

     

     

    Monday, September 29, 2008 7:50 PM