Case Management platform has being configured and distributed to one of our clients. They had a request to change the page that appear after the customer provides a feedback through email. Image of the page provided below.
The Logo and text in the page need to be changed.
Can someone please provide me a method configure this?
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.
I need to remove the "Actions" button from the Case record page, I have tried the following codes in the DIFF array, to do remove the button but none of them seem to work:
There is an out-of-the-box Creatio behaviour by which, whenever a Case is saved without a Contact and Account filled in, a validation pops up on saving the Case record that says, "Please fill in either Account or Contact to proceed".
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:
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
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:
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