Hi community!
I added the 'Create Service Report' lightning action the de Service Appointment Page Layout. This way the back-office user is able to generate a new service report if needed. That part works great.
The 'Service Report Preview' panel has two buttons:
- Create and Send Service Report
- Create Service Report
For our scenario we want to remove the first button which triggers the Global Email action after the Service Report is generated. This functionality is unwanted since all e-mail communication from within Salesforce is guided through the Case Feed. Enabling the global email action will cause unwanted side effects in the process of case handling (i.e. Quick Texts, email-to-case). There is no requirement for e-mailing from immediately the preview screen.
Leaving the button in place will likely cause more problems than it would solve.
- After some documentation diving I was unable to locate a setting or permission for this. Am I missing something here?
- I tried CSS (from component on Service Appointment page and static resource from Field Service Settings) but was unable to get to the elements on the Service Report Preview panel.
- I was unable to locate the source of the panel (serviceReportTemplateDataViewer.apexp) to estimate if a modified clone might be an option.
It is annoying because every time a user hits that button a message is thrown that gives the impression that something is missing: "Email isn't set up yet. Ask your admin for help."
Has anyone been able to hide the 'Create and Send Service Report' button?
Thanks for any help!
Regards,
Maarten
Thanks for the answers and your thoughts.
We now know that it is not a small adjustment that we missed. For now we have accepted that the button will be there for a while.
