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.

Hello Shinoli,



The only way to customize this page using out-of-the-box tools is the system setting called "Logo - Thank you for your feedback" that is described in the Academy article here.



The only way to completely change this page is to apply changes to "CaseRatingFeedbackPage" schema (using additional development). Bogdan is already CC'd to this email so I hope he will be able to find a developer who can adjust this page base on your needs in terms of advisory hours.



At the same time we have two problems registered to our R&D team so to make the possibility to change this page more user-friendly (using standard tools such as section wizard), but unfortunately there is no ETA on this task. Once it is done - we will update all our clients and partners about it in our official release notes. 

Best regards,

Bogdan

Thank you for the information.

Important to update this page design without code!

I agree with all of the above, this is a major reason why one of our clients does not use this functionality.

Hello, 

In order to remove the "Actions" button from the Case record page there is a need to add  the following code to the CaseSection schema: 

{

          "operation":"remove",

          "name": "CombinedModeActionsButton"

  }



Please refer to the below example:

define("CaseSection", [], function() {

    return {

        entitySchemaName: "Case",

        details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,

        diff: /**SCHEMA_DIFF*/[{

                  "operation":"remove",

                  "name": "CombinedModeActionsButton"

            },]/**SCHEMA_DIFF*/,

        methods: {}

    };

});

This way while opening the Case record from the Case section the "Action" button will be hidden. 

Best regards, 

Anastasiia

Anastasiia Zhuravel,

Thank you for the clarification.

I had tried the same change, but was doing it on CasePageV2 hence it did not reflect. 

Dear Rahul, 



According to the application logic, each case has to have selected contact or an account. They are required by default and this logic is implemented with code, regardless the section wizard settings. 

It can be changes in CasePage schema of the Case package by overriding 

“validateAccountOrContactFilling” function. 



In order to override the “validateAccountOrContactFilling” function please do the following:



1. Create a replacing client module of the “CasePage” schema. It is possible to use section wizard for it.

2. Add the following code to the “methods” property:



validateAccountOrContactFilling : function(callback,scope){

            var result = {

                        success: true

            };

            callback.call(scope || this, result);

}



Please note the method should return the “result” object that contains the “success” property with the “true” value. This will allow the “result” object to successfully complete a validation in the "ValidateResponse" method



Kind regards,

Roman

Roman Brown,

Thank you Roman!

This works.