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I have several requirements that the users would like a popup screen prior to save to ask the user a question and in some cases, require the user to enter data.
An example would be when the user saves a case, a popup is presented to the user asking them if they'd like to add "Hours Billed" with a box for them to enter a number. If so, the system would create a new record in a "Billable Hours" entity that is a child of the case entity. This is to make sure the user remembers to enter any billable hours and ease of use - so the user doesn't need to fill out a form. I am focusing on maybe using functionality like "Resolve Case" button in the ribbon where there is a popup for the user to select the "Status Reason".
Another example would be when the user saves, a popup asking them if the case is ready to route to another queue and the user has the option to select a queue to route to (or Cancel).
I am still wrapping my head around how Dynamics does things (in my past life I was/am a Java developer) and visualizing how best to do this. Workflows? Flow? Business Process? Something else? I am definitely open to suggestions - even a 180 degree turn to something else. Even articles to point me in a direction.
You could try with Microsoft flows as shown in given url example:
Hi meechelle17,
For the first example, I recommend adding a Business Required Two Options field called "Add Hours Billed?" on the case form. Whenever the value of the "Add Hours Billed?" field is true, make a Business Required Whole Number field called "Hours billed" visible on the form by using a Business Rule or JavaScript. This will ensure that users have to enter billable hours before saving a case record without the drawbacks of an intrusive pop message. You can develop a Plugin to create records on your billable hours entity when the case record is saved.
For the second example, I suggest adding a Two Options field on the case form called "Route To Queue?". You can create rules to automatically route cases for any cases with the "Route To Queue?" field set to true by adjusting conditions on a rule item.
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