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New Member
Posts: 1
Registered: ‎05-07-2013

Contact/Account creation during Ticket creation (inline popup)

We are trying to add a new button within the InsertTicket Quick Form, the button should popup the InsertContact Quick form so they idea is to create the contact during Ticket Creation and doing it in a contextual or inline popup so you once your done create the Contact it gets added as the Contact/Account of the ticket .. we tried a couple of approaches with Architect Tool but didn't work, is it possible within the Architect Tool?

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Bronze Super Contributor
Posts: 152
Registered: ‎02-01-2011

Re: Contact/Account creation during Ticket creation (inline popup)

You should be able to display the insert contact/account form in a popup dialog. You'll need to customize this smart part (it is a custom smart part, under portal > slxclient > support files > smart parts > contact) so it can work as a dialog. Inside the dialog's page WorkItem, get the ticket object and set the accountid and contactid when you save.

 

I would suggest creating a new smart part based on the code from the above form.

Andy Freeman
TrellisPoint, LLC