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            Add a Create Referral Button to a Case or Referral Page

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            Add a Create Referral Button to a Case or Referral Page

            Let caseworkers create an outbound referral from a case or an inbound referral by opening the provider referral guided flow on a record page.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create custom buttons or links: Customize Application
            To access Create Outbound Referral Omniscript: OmniStudio Admin AND Provider Management Access permission sets
            To access cases: Public Sector Access permission set
            To access referrals: Case Referral permission set
            1. From the App Launcher, find and select Omniscripts.
            2. Expand Referral/OutboundReferral and click Create Outbound Referral (Version 1).
            3. Click The action menu, a down-pointing arrowand select How To Launch.
            4. Find and copy the Lightning URL.
              You apply the URL when you configure the button.
            5. From Setup, in Object Manager, select Case or Referral.
            6. Click Button, Links, and Actions, and then click New Button or Link.
            7. Configure the button.
              1. Enter a label for the button, for example, Create Referral. Then press Tab to populate the API name.
              2. For Display Type, select Detail Page Button.
              3. For Behavior, select Display in existing window with sidebar.
              4. For Content Source, select URL.
              5. In the Custom Button or Link Editor text box, for Case, enter the URL that you copied in this format: [Lightning-URL]&c__ContextId={!Case.Id}. For Referral, enter the URL that you copied in this format: [Lightning-URL]&c__ContextId={!Referral.Id}

                To change the title of the tab that the flow opens in, change the value of omniscript__tabLabel in the URL. For example, to set the tab title to Create Referral: omniscript__tabLabel=Create%20Referral

                To change the tab icon, for Case, add the omniscript__tabIcon parameter to the URL with value that you want: [Lightning-URL]&omniscript__tabIcon=standard:product_transfer_state&c__ContextId={!Case.Id}. For Referral, add the parameter in this format: [Lightning-URL]&omniscript__tabIcon=standard:product_transfer_state&c__ContextId={!Referral.Id}

            8. Save your changes.
              You can now add the button to the page layout.
            9. On the Object Manager page for Case, select Case Page Layouts. Or on the Object Manager page for Referral, select Page Layouts
            10. For the page that you want to add the button to, click more actions, down-pointing arrow and select Edit.
            11. Click Buttons.
            12. For a Case page, drag the Create Referral button to the Custom Buttons list under Case Detail. For a Referral page, drag the Create Referral button to the Custom Buttons list under Referral Detail.
            13. Save your changes.
             
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