Utility bar where users can submit requests (or case(s)) from wherever they are in the app, which creates a case for the Internal Team #inSalesforce #InternalCaseCreation #Step1

Utility bar where users can submit requests (or case(s)) from wherever they are in the app, which creates a case for the Internal Team


The utility bar is a specialized type of Lightning page that gives your users quick access to common productivity tools like Notes and Recent Items.

This appears as a fixed footer that users can access to open utilities from wherever they are in the app. This may open as  docked panels or in a new window.


Steps:

Set up | App Manager | If you want to add in existing app, click edit in the drop-down menu next to your app. To create a Lightning app with a utility bar, click New Lightning App. Click the Utility Items tab and add the utilities you want. Make other changes as per need.

Let's say, utility is - Create an internal Case

The fields to be filled up are:

  • Type
  • Priority
  • Subject
  • Impact URL

and 'Create Case' Button


Step1 : Create a LWC component or Create a Screen flow for this (as in Visual) (object - Case)

Step2 : Add this as Utility Bar


You will know:

-How to create: Screen Flow for Case Creation -Add the new flow in Utility Bar -Make changes to Previous, Next and Submit Buttons in Screen Flow -Addition of Thank You page post Case Creation etc.


Visual: https://www.youtube.com/watch?v=8r0pVf7B7S0



Reference:

https://help.salesforce.com/s/articleView?id=sf.dev_apps_lightning_utilities.htm&type=5

https://admin.salesforce.com/blog/2022/how-i-solved-it-managing-user-requests-with-andrew-russo

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