asked on

Creating pop up windows to fill in additional details

Hello,
I have created a field for escalation of cases, that uses a picklist 'Level 1, Level 2, Level 3'.

I would like a pop up window to appear to allow the user to update time he's currently spent on the job before escalating it to level 2.
I would also just like to know how to create a pop up warning as we have began to use CRM for our orders and would like to notify admin to check certain values are correct before saving the order.

Many Thanks

gregowens

MS CRM can handled "time spent" on a case, without requiring custom developement. If your workers create CRM activities which are "Related" to a case, the time spent on each activity is summed when the case is closed. This appears in the "Total Time" field on the "Resolve Case" dialog box (Service > Cases > select and open Case > Actions > Resolve Case).
I'll post some JavaScript shortly re: showing a warning...

gregowens

The following JavaScript code will prompt the user with a custom message and abort the save event, unless the OK button was clicked:

var isChecked = confirm("Have you double-checked the price list and freight amount?\n\nClick OK for yes or CANCEL to amend.")
if (!isChecked){
	//Abort the original Save
	event.returnValue=false;
	return false;
}

Open in new window

gregowens

Obviously the code needs to be added to the form's OnSave event... ;-)

Intechnical

ASKER

Thanks Greg,
That looking good, however is it possible to have the On Save event only active if a field equals a certain value, so for example if escalation equals level 2 - and when gone to save, they get a message to make sure that they have added a task to the case for the time they have spent?
Many Thanks for your quick response.

ASKER CERTIFIED SOLUTION

gregowens

membership

This solution is only available to members.

To access this solution, you must be a member of Experts Exchange.

Start Free Trial

gregowens

This place needs an Edit button on earlier posts...!
Note that I missed a semi-colon off line 1 of the previous code.

Intechnical

ASKER

Is this all in Java Script?

gregowens

All the code that I've posted is JavaScript, yes.
Workflow uses it's own UI from within CRM and is point-and-click. Accessed via Settings > Workflow