I want to add the Review & Create screen to the home page in salesforce and not just one case

On the SF Home Page, there would be a screen flow where the User populates fields which will then create a Case record and map those fields. On creation of the Case, it would automatically populate as defined by the admin in the Flow. eg.

Project = ‘Salesforce’

Issue Type = ‘Jira Ticket’

View Only = False

Auto pull = True

Auto push = True

After creating = Do Nothing

This would save the user from clicking the ‘Create’ button, and also prevent them from completing this screen (and potentially setting it up incorrectly).

  • Amir Alvarez
  • Jun 9 2021
  • Needs review
Hosting platform Cloud
  • Attach files
  • Guest commented
    9 Jun, 2021 11:26pm

    It would be great if the admin could choose the defaults for the Jira sync (the 'Create Jira Issue' page), to prevent users from incorrectly setting up the Jira sync, and so that it's one less page for them to fill in.