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            Set Up the Add Case Proceeding Participants Quick Action

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            Set Up the Add Case Proceeding Participants Quick Action

            Configure a quick action that caseworkers can use to easily find and select case participants, specify their role, and add them to a case proceeding. The quick action uses the Add Participants Omniscript to find existing case participants in your org.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To access case proceedings objects and features: Case Proceedings
            To customize Omniscripts: OmniStudio Admin
            To create custom buttons or links and add them to page layouts: Customize Application
            1. From Setup, in Object Manager, select Case Proceeding.
            2. Click Button, Links, and Actions, and then click New Button or Link.
            3. Specify these details.
              1. For Label, enter Add Participants and then press Tab to automatically populate the API Name.
              2. If desired, enter a description.
              3. For Display Type, select Detail Page Button.
              4. For Content Source, select URL.
              5. For Behavior, select Display in new window.
              6. In the field formula box, enter the URL for the Add Participants (Version 2) Omniscript followed by an ampersand and the contextId for the target object, Case Proceeding.
                To get your URL, in Omnistudio, go to the Add Participants Omniscript and, in the highlights panel, select How To Launch. Look for the Lightning URL. The formula looks something like this: [Lightning-URL]&c__ContextId={!CaseProceeding.Id}.
            4. Save your changes.
            5. To add the button to the case proceeding record page, select Page Layouts, and then select Case Proceeding Layout.
            6. In the palette, select Buttons, and then drag Add Participants to Custom Buttons in the Case Proceeding Detail section.
            7. Save your changes.
             
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