Is it possible to have a conditional field in a ticket header

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Hi

I would like to show a field in the ticket header, based on a condition. The condition is whether the the company has a value named "contact.x_condition1". If this is the case, I would like the ticketheader to show a field based on the person (named "person.x_autorisert"). 

This should only be shown to users in one usergroup.

Is this possible? 

We are using CRM 8.5 onsite.

 

Kind regards,

Jeroen van den Hoven

28 Dec 2021 | 10:22 AM

All Replies (5)

Hi, Jeroen!
 
This is a good question.
I will need to look into this and see if we can maybe get some input from one of our consultants or developers. 
To show a specific header for one user group will need a custom screen in Service and then a screen chooser that will assign that screen for that team. 

Then when it comes to the field in the header, either the screen chooser will have to take that into consideration every time you open a ticket. It will look if the value is fulfilled and then give you screen A or screen B based on that value. But I´m not sure if the system can take values on the company card into consideration when a screen is chosen. 

 
Alternatively, maybe you could create a separate service field and a script that copies the information from "person.x_autorisert" to this new field, if the conditions in "contact.x_condition1" are met.  

And then show this field in the header instead. So if the conditions are met then you see data in the filed, and if not then the filed is empty. 
This way you don´t need to have to run a script that looks if the conditions are filed or not every time you enter the ticket.
This would have been done per company already. And only one screen and screen chooser would be required. 

But as stated, I will see if I can get some more input into this question

 

Here is a link to our help file with info about Screea Choosers.

And Here is a link abour Screeans.

31 Dec 2021 | 09:47 AM

Hi,

It should be possible to solve this by using a trigger on View request screen, perhaps something like this;

Providing this result:

3 Jan 2022 | 08:54 AM
Hi Michel, this is great stuff and works great. Two questions though: 1) is there any documentation to figure out these kind of HtmlElements (ticketHeader). 2) What kind of fieldType(s) exist >> documentation?
3 Jan 2022 | 02:10 PM
Answer for my own first question: you can find the HtmlElement name in the View Ticket screen (of course). Info fields v2 is labeled ticketHeader here (by default).
3 Jan 2022 | 02:16 PM

Hi Bas,

1) I see you already answered this question :)

2) Not sure all of these are possible but this are the fieldTypes:

 enum FieldType
  {
    FieldTypeDatabase = 1,
    FieldTypeStatic = 2,
    FieldTypeFunction = 3,    
    FieldTypeGroup = 4,
    FieldTypeBreak = 5,
    FieldTypeStatusMonitor = 6,
    FieldTypeElement = 7,
  }

 

3 Jan 2022 | 03:34 PM

When "View request screen: Loading"-trigger is called? I'm trying to open different requests and it doesn't seem to trigger.

16 Mar 2022 | 03:11 PM
Hi Mikko,
If you dont have a screenchooser pointing to your own custom screen, this trigger should be executed everytime you view a request inside Service.
/Michel
13 Apr 2022 | 05:08 AM

Thanks, that indeed was my problem. I was using screen chooser and custom screen, so trigger didn't execute like I thought it would.

13 Apr 2022 | 07:15 AM
As you are using a custom screen it removes need of this trigger, as you can do your changes in your screen instead.
13 Apr 2022 | 07:23 AM

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