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ReportI 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.
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