UI Action to launch Calendar Workspace

Here is a helpful UI Action to launch a Calendar Workspace.

The calendar workspace scope isn’t documented and you may have a hidden Task UI Action to launch a calendar workspace. In case you missed it here it is:

Scope: CalendarWorkspace
CommandID: LoadWorkspace
Confirmation: null
Command Data:

{
‘ObjectType’:’CalendarWorkspace#Project Calendar’,
‘SearchCriteria’:[
{‘ObjectId’:’Frs_CalendarItem#’,’FieldName’:’ParentID’,
‘Condition’:’=’,’FieldValue’:’$(ProjectNumber)’}
],’FilLSearchPanel’:’false’
}

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How to show Customer History using Quick Action

One of the HEAT Classic Features that is frequently requested is to bring back the customer history. There are several implementations for this, yesterday covered how to implement Incident Customer History for Related Items, aka Object Matching, today we will cover how to show Customer History using a Quick Action.

1. Create a UI Quick Action for Incident
2. Scope: ObjectWorkspace
3. Command ID: Search
4. Confirmation: null
5. Command Data:

‘ObjectType’:’Incident#’,
‘SearchCriteria’:[
{‘ObjectId’:’Incident#’,’FieldName’:’ProfileLink_RecID’,
‘Condition’:’=’, ‘FieldValue’:’$(ProfileLink_RecID)’}
],
‘FillSearchPanel’:’true’

Save and add to the Incident Layout Form View Toolbar with disabled expression:
$(nvl(ProfileLink_RecID, “”) == “”)