Save as Completed Service Appointment RRS feed

  • Question




    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??



    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.







    Monday, September 29, 2008 7:50 PM