Hi,
I was able to create button and get record's GUID of selected records from the above steps.
In each record I have one field named "Approved".
In Field Service Automation, I have created new entity with a field named 'approved' and by default it is set to 'No'. On the view page of that entity, I have created new button in the ribbon using Ribbon Workbench named "Approve" beside Activate button. On click of this button, I am able to get GUID of selected records. I referred below link to perform this:
The actual functionality which I wish to have is 'On click of button, the 'approved' field should be set to 'Yes' for selected records'.
Can you please let me know how this functionality can be achieved?
Here is the screenshot of view page with approve button and approved field
Hi,
Get Jason Lattimer's CRM Rest Builder and you should be able make the entity changes. github.com/.../CRMRESTBuilder
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 290,902 Super User 2024 Season 2
Martin Dráb 229,302 Most Valuable Professional
nmaenpaa 101,156