Hi all,
We have built a time tracking app that is linked to our Case records. From a Case record, we have created/placed a custom button on the Case ribbon that when pressed brings up a form where the user can enter time they have spent on the case.
We would like to have this time tracking form "pop up" whenever a user exits a record. i.e. whenever a user opens a specific case, they may or may not make edits to that case, regardless of this, when they exit from the case, we would like the time tracker form to pop up as a gentle reminder to enter time if you need to, otherwise they can just click on the "exit" button on the time tracker form.
I think the dilemma here might be there are a lot of ways a user can "exit" a record, i.e. back arrow, click on other record from recent list, simple close the tab, etc.
Hoping that others have tried something similar and might have some clever ideas on how to accomplish this.
Ultimately, we just want to remind folks that before they leave a Case record, they think about whether they should enter time related to the case.
Appreciate your feedback.
Clayce