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[Bots/Cards] Bot interactions on card editors #759

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jstanden opened this Issue Sep 11, 2018 · 1 comment

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jstanden commented Sep 11, 2018

This would allow automation for common workflows when editing a record. For instance, adding a particular custom fieldset and setting a combination of fields to preset values.

@jstanden jstanden created this issue from a note in 9.2.1 (In Development) Sep 11, 2018

@jstanden jstanden removed this from In Development in 9.2.1 Sep 19, 2018

@jstanden jstanden added this to To do in 9.3 via automation Sep 19, 2018

@jstanden jstanden added this to the 9.1 milestone Sep 19, 2018

@jstanden jstanden modified the milestones: 9.1, 9.2 Dec 28, 2018

@jstanden jstanden self-assigned this Feb 12, 2019

@jstanden jstanden moved this from To do to Sprint in 9.3 Feb 13, 2019

@jstanden jstanden moved this from Sprint to In Development in 9.3 Feb 14, 2019

@jstanden jstanden moved this from In Development to Sprint in 9.3 Feb 15, 2019

@jstanden jstanden moved this from Sprint to In Development in 9.3 Feb 15, 2019

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jstanden commented Feb 19, 2019

9.2 already has bot behaviors for 'Record card editor opened'. This would add an interaction point that works much the same way.

jstanden added a commit that referenced this issue Mar 7, 2019

* [Bots/Records] Added a "[UI] Record editor opened" event to bot beh…
…aviors. This allows custom client-side functionality on record editor popups. For instance, based on an actor or record fields, a set of custom fieldsets can be automatically linked to the record being edited. Certain fields may be hidden and default values may be overriden.

Fixes #759

@jstanden jstanden moved this from In Development to To do in 9.3 Mar 7, 2019

@jstanden jstanden modified the milestones: 9.2, 9.3 Mar 9, 2019

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