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

1. Go to the Configuration section and select a user-made package to add the schema.

2. Click Add → Replacing view model on the section list toolbar.

   

3. Fill out the schema properties.

   • Set Code to "SocialMessageHistoryItemPageV2."
   • Set Title to "SocialMessageHistoryItemPageV2."
   • Select "SocialMessageHistoryItemPageV2" in the Parent object property.

   

4. 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*/
       };
   });

5. Click Save on the Designer's toolbar.

Outcome of the example

To view the outcome of the example:

1. Refresh the Cases section page.
2. 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.

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Resources

Package with example implementation