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Pop-up Note triggered by an Action

  • November 25, 2024
  • 8 replies
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  • Semi-Pro II
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Hi! Right now we have a dialog box created for the ‘Close’ action on the cases screen for case owners to put in closure notes when closing a case.

Is there a way to also add a pop-up note/reminder when user hit ‘close’? Are pop-up notes and dialog box the same in customization?

 

Thanks!

Best answer by jzhu

Chris Hackett wrote:

Hi ​@jzhu were you able to find a solution? Thank you!

Hi ​@Chris Hackett instead of having a pop-up note to remind users to fill in the latest updates for the case, we made closure notes mandatory to close a case. 

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8 replies

MichaelShirk
Captain II
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  • Captain II
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  • November 25, 2024

@jzhu 
No, pop-up notes and dialogue boxes are not the same thing. 
Someone can correct me if I’m wrong, but I believe pop-up notes are only intended to “pop up” when the user opens a record.  As far as I know, they can’t be triggered by an action. 

You didn’t provide details of the business objective, but you might look into using the solution recommended by ​@andriitkachenko on my similar question.
You can set a custom message that’s displayed when a long running operation completes, using one of the custom exceptions he mentions. This will allow the close process to complete successfully, and at the end, show the user a custom message.

This may not be useful for you if you’re wanting to show be message BEFORE the case closes.

How to show a popup dialogue box AFTER a long running operation completes | Community

Let me know if you need more help and can provide more details!


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  • Author
  • Semi-Pro II
  • 122 replies
  • November 25, 2024

Hi ​@MichaelShirk Thank you for the response! The intend for this is right before the case gets closed, there is a message that pops up to remind the owner to do certain things before closing the ticket. We currently have a dialog box for user to select closing reason and write closure notes if any, if there is a way to include a message in that dialog box it would work too if pop-up notes can’t be triggered by an action. Do have any ideas if it’s possible to include a pre-written message in a dialog box? Anything idea is appreciated, thanks!!


darylbowman
Captain II
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MichaelShirk wrote:

Someone can correct me if I’m wrong, but I believe pop-up notes are only intended to “pop up” when the user opens a record

Customer pop-up notes pop when the Customer is filled into a document.

 

MichaelShirk wrote:

As far as I know, they can’t be triggered by an action. 

Depends. You can use the pop-up note manager to pop your own messages, but I’m not sure if that’s what ​@jzhu is asking for:

PopupNoteManager.RegisterText(e.Cache, row, "SomeField", "Some text");

One drawback of this is that if the popup note manager detects multiple messages, you’ll get none of them, and instead get a generic message about multiple popups. So use carefully.


MichaelShirk
Captain II
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  • Captain II
  • 132 replies
  • December 3, 2024

@jzhu I saw this this morning and thought of your question here. 
I was importing a new version of an already existing Generic Inquiry and got this pop-up message. 

Looks like they are just showing a regular dialogue box with a single, multi-line text field in it to display the message before proceeding with the action. 
This might be a solution for you….
 

 


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  • Semi-Pro II
  • 122 replies
  • December 4, 2024

@darylbowman Thank you for the suggestion, I am not familiar with pop-up note manager and coding in customization but will do more research on it.

 

@MichaelShirk I already do have a dialog box for the Close action and I’m not sure if I can have two dialog boxes for one action. I am trying to add a potential multi-line text field in the same dialog box I have. Would this be a new udf field that I would need to create to be able to use it in customization? I also tried hard coding a line of message in the closure notes field, but it did not work. 

 

 

Thanks!!


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2754 replies
  • January 24, 2025

Hi ​@jzhu were you able to find a solution? Thank you!


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  • Author
  • Semi-Pro II
  • 122 replies
  • Answer
  • January 28, 2025
Chris Hackett wrote:

Hi ​@jzhu were you able to find a solution? Thank you!

Hi ​@Chris Hackett instead of having a pop-up note to remind users to fill in the latest updates for the case, we made closure notes mandatory to close a case. 


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2754 replies
  • January 28, 2025

Thank you for sharing your solution with the community ​@jzhu!


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