Hi,
I have a dialog that should be run on every new case. What's the best way to manage this? Here are a few ideas I had but I'm not sure which is the best...
1. Is it possible to automatically run the dialog once the record (case) is created? I believe this would require JS.
2. Is there a way to view which cases have or have not had the dialog run yet?
3. I could have the dialog update a custom field to indicate that it has run on that record?
Thanks for your help.
Joel.