Hi team,
We want to add a button in communication panel through which cases section should open in the side pane ( opens on clicking of buttons in communication panel) through with cases can be created quickly without closing the current section page opened in the tab.
We have created button in communication panel but we are finding references to open the page in side pane.
if anyone of you can help on this ,I will really appreciate it.
Thanks in Advance
Like
Kashish Shakeel,
For Classic, it's doable, but definitely not as easy (there is not a no code approach for classic shell, only for Freedom shell). If you're using classic shell, best approach is to look at the code for the other panels and duplicate for your needs.
Ryan
Hello Kashish,
Thank you for your question. First of all, are you using the Shell of Freedom UI in the section from which you are opening the side panel? Secondly, while I believe that creating a case from the side panel is possible, I'm not sure if your logic can be fully implemented. Also, would it be easier to create the case using a modal page in your section?
I'll be happy to assist you and will be waiting for your response.
The Academy refers to those as sidebars and they can be created with no code (more or less) in Creatio 8.1.3 and higher. See https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/set-up-a-sidebar
Ryan
Yevhenii Grytsiuk,
Thankyou you your reply currently we are using the classic UI,we are not using Shell of Freedom UI in the section.
The requirement is to create a quick access option for creating cases without needing to jump on another page and also in a way that the information from the current open page can be visible properly as it is going to help in case creation.
The best that we thought of was using side panel for case creation while the user can see all information in the current open page.Is there any way you can help me achieve that?
Yevhenii Grytsiuk,
Ryan Farley,
Thank you for your reply, we are looking for some information on the same topic in the classic UI.
Is there any reference for classic UI? f yes can you please share that information with me?
Kashish Shakeel,
Answering question for Ryan - I am almost certain that, unfortunately not. That's why I was asking if you are using shell or freedom ui. However it is still possible to create a modal/minipage regardless.
Kashish Shakeel,
For Classic, it's doable, but definitely not as easy (there is not a no code approach for classic shell, only for Freedom shell). If you're using classic shell, best approach is to look at the code for the other panels and duplicate for your needs.
Ryan
Ryan Farley,
Hi,
thankyou for your reply we will try to implement customized code.