Closure reasons (Lookups)

1. Description

This page is intended for creating a directory of case closure reasons.

The page consists of the following elements:

1. Records registry (Fig. 1.(1));

2. Search field (Fig. 1.(2));

3. Add tool (Fig. 1.(3));

4. Refresh button (Fig. 1.(4));

5. Delete tool (Fig. 1.(5));

6. Pagination (Fig. 1.(6)).

1.1. Records registry

The registry is a list of records of existing objects in this section. Each record consists of the following fields:

1. Checkbox;

2. Name column;

3. Description column;

4. Edit tool;

5. Delete tool.

1.1.1. Checkbox

Used to select one or more entries. An additional removal tool appears next to the search field after selecting one or more entries. Information about the number of entries chosen for deletion appears when you hover over this tool. When you click on it, a modal confirmation window appears.

It contains the Yes, No, and close ( ) buttons.

• Clicking the Yes button deletes the entries.

• Clicking the No button closes the modal window, and the entries are not deleted.

All records on the page will be selected if you select the checkbox in the header.

Fig. 2. Confirmation modal window for deletion

1.1.2. Name column

The names of the closure reasons directory are displayed here.

1.1.3. Description column

The descriptions of the closure reasons directory are displayed here.

1.1.4. Editing tool

The General tab opens after clicking on this button. You can change the object's data and go to other tabs for editing.

1.1.5. Delete tool

It is used to remove an object with confirmation through a modal window. A modal confirmation window appears after clicking the button. Clicking the Yes button - deletes the object and the entry. Clicking the No button closes the modal window, and the object is not deleted.

Fig. 3. Confirmation modal window for deletion

1.2. Search field

The search is performed by the Name column.

It consists of an input field and a close button ( ) displayed when the cursor is placed in the input field. To search by part of a word or a number, use the * symbol. You can also use the * character to replace any number of characters.

1.3. Add tool

To add a new directory record, click the add button – . After clicking the add button, the General detail page opens. Access to the detail page of an existing record can be opened using the edit tool (see section 1.1.4).

1.4. Refresh button

Updating the register table is performed by clicking on the refresh button - .

1.5. Delete tool

The delete button (Fig. 1.(5)) becomes active after selecting records using the checkbox. Clicking the button opens a confirmation modal window (Fig. 3).

1.6. Pagination

It consists of the Rows per page field, which indicates the number of entries (it is possible to set from 1 to 1000) per page, and forward and backward buttons for switching pages.

2. Opportunities

2.1. Creating a new record

2.2. Deleting a record

2.3. Deleting multiple records

2.4. Editing parameters