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Customer Service forum

USD 4.0 - Click on Call Script will open specific tab of CRM form (tab is CRM Form tab not USD one)

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Posted on by 2,822

Hi All,

I'm using Dynamics 365 Online 9.x and installed Unified Service Desk 4.0 with sample data into it.

Requirement:

  • From the Call Script section (on the left side), agent will click on one of the script. 
  • Desired action should be: In the MainPanel, it will open the CRM form having specific tab. As depicted in below picture, it will set to 'Contact Preference' tab rather than Summary tab. 

Could you please let me know how to achieve this? Thanks in advance. 

USD_2D00_CallScript_2D00_MoveToCRMTab_2D00_1.png

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I have the same question (0)
  • Verified answer
    ansrikanth Profile Picture
    3,115 on at

    Have you tried using RunScript action? some thing like -

    var tabObj = formContext.ui.tabs.get("mytab");

    tabObj.setFocus();

    I'm not sure whether this works with UCI forms or not

  • Verified answer
    Zohaib Uddin Khan Profile Picture
    2,822 on at

    Below items will achieve this functionality. Thanks. 

    Following is the action:

    USD_2D00_Javascript_2D00_0.PNG

    Following is the Javscript in the webResource:

    function setContactPreferencesTab(context) {
        context.ui.tabs.get("tab_3").setFocus();
        context.ui.tabs.get("tab_3").setDisplayState("expanded");
    }
    


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