Version: 8.0

Create a case based on a message from the internal feed of another case

Level: advanced

Important

The example is relevant to Service Creatio products.

Example

Add a pop-up button to the Processing tab of the case page. Display the button when you select text in emails and self-service portal messages sent from the internal case feed. Create a new case on button click. Populate the Subject and Description fields automatically. Set the field values to selected text.

Create a replacing view model schema of the case page

Go to the Configuration section and select a user-made package to add the schema.
Click Add → Replacing view model on the section list toolbar.
Fill out the schema properties.
- Set Code to "SocialMessageHistoryItemPageV2."
- Set Title to "SocialMessageHistoryItemPageV2."
- Select "SocialMessageHistoryItemPageV2" in the Parent object property.

Implement the pop-up button logic.

Implement the following methods in the methods property:
- onSelectedTextChanged(). Passes the selected text to the HighlightedHistoryMessage attribute. Triggered on text selection.
- onSelectedTextButtonClick(). Creates a case, retrieves the case subject from the HighlightedHistoryMessage attribute. The BaseMessageHistory parent schema defines the case creation logic. Triggered on pop-up button click.
- getMessageFromHistory(). An overloaded parent schema method that retrieves the subject of the selected message.
Add a configuration object that contains the settings of the the Message package's SelectionHandlerMultiLineLabel element to the diff array of modifications. The element implements the mechanism that creates a new case based on selected text.

View the source code of the replacing view model schema of the case page below.

SocialMessageHistoryItemPageV2
define("SocialMessageHistoryItemPageV2", ["SocialMessageConstants", "css!SocialMessageHistoryItemStyle"], function(socialMessageConstants) {
    return {
        /* The name of the record page object's schema. */
        entitySchemaName: "BaseMessageHistory",
        /* The details of the record page's view model. */
        details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
        /* The methods of the record page's view model. */
        methods: {
            /* Overload the base method. Retrieve the subject of the selected message. */
            getMessageFromHistory: function() {
                var message = this.get("HighlightedHistoryMessage");
                if (this.isHistoryMessageEmpty(message)) {
                    message = this.get("[Activity:Id:RecordId].Body");
                }
                return message;
            },
            /* The handler of the text selection event. */
            onSelectedTextChanged: function(text) {
                this.set("HighlightedHistoryMessage", text);
            },
            /* The handler of the pop-up button click. */
            onSelectedTextButtonClick: function() {
                /* Prepare case data from history. */
                this.prepareCaseDataFromHistory();
            }
        },
        /* Display the button on the record page. */
        diff: /**SCHEMA_DIFF*/[
            /* The properties to add the pop-up button to the page. */
            {
                /* Execute the operation that modifies the existing element. */
                "operation": "merge",
                /* The meta name of the component to change. */
                "name": "MessageText",
                /* The properties to pass to the element's constructor. */
                "values": {
                    /* The properties of the view generator. */
                    "generator": function() {
                        return {
                            /* The value of the id HTML tag. */
                            "id": "MessageText",
                            /* The value of the marker. */
                            "markerValue": "MessageText",
                            /* The name of the component class. */
                            "className": "Terrasoft.SelectionHandlerMultilineLabel",
                            /* Set up the CSS styles. */
                            "classes": {
                                "multilineLabelClass": ["messageText"]
                            },
                            /* The caption. */
                            "caption": {"bindTo": "Message"},
                            "showLinks": true,
                            /* Bind the change event of the selected text to the handler method. */
                            "selectedTextChanged": {"bindTo": "onSelectedTextChanged"},
                            /* Bind the click event of the selected text's pop-up button to the handler method. */
                            "selectedTextHandlerButtonClick": {"bindTo": "onSelectedTextButtonClick"},
                            /* Flag the pop-up button as visible. */
                            "showFloatButton": true
                        };
                    }
                }
            }
        ]/**SCHEMA_DIFF*/
    };
});

Click Save on the Designer's toolbar.

Outcome of the example

To view the outcome of the example:

Refresh the Cases section page.
Open a case page.

As a result, Creatio will add a pop-up button to the Processing tab of the case page. The button appears when you select text from emails and self-service portal messages sent from the internal case feed. Click the button to create a new case. Creatio populates the Subject and Description fields automatically. The field values are set to selected text.

Resources

Package with example implementation

Create a replacing view model schema of the case page​

Outcome of the example​

Resources​

Create a replacing view model schema of the case page

Outcome of the example

Resources