How to use Smart Action to open a dialog

Overview

This guide provides an overview of how to use Smart Action to open a dialog. The approach described can be utilized to address various use cases, including updating custom fields or displaying child objects and external data. In this guide, we will demonstrate the steps required to open a dialog using a custom Smart Action, ensuring a seamless integration into your workflow.

Application Composer > Smart Action Steps

• Open Application Composer > Smart Action and create a new smart action as described below.
  • Name: <Provide your Smart Action name>
  • Object: Service Request
  • Application: Service Center
  • Navigation Type: Local
  • Advanced | Object: Service Request