Cirrus Insight Compatibility

Cirrus Insight is compatible with custom buttons that are not Javascript type buttons. Some of our apps contain compatible buttons out of the box, while others are Javascript type in order to support Salesforce Console. This article will show you how to create buttons compatible with Cirrus Insight. It is not possible to create a single button that is compatible with both Cirrus Insight and the Salesforce Console at this time.

  • May 28, 2020
  • Knowledge

Permalink
https://kb.vicasso.com/?kb=000004483
Details
To get started go to App Setup > Cases > Buttons, Links, and Actions.  Click New Button or Link, then follow the steps below for each button you wish to create.

Email to Case Premium
  1. Enter a Label name for the New Comment button, and optionally a description.
  2. Select Display Type as Detail Page Button.
  3. For Behavior, select "Display in existing window with sidebar".
  4. For Content Source, select Visualforce Page.
  5. In the picklist for Content, select New Comment [E2CP__New_Comment].
  6. Click Save.
  7. Proceed to the Page Layout section below.
 
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Case Merge Premium

  1. Enter a Label name for the New Comment button, and optionally a description.
  2. Select Display Type as Detail Page Button
  3. For Behavior, select "Display in existing window with sidebar".
  4. For Content Source, select Visualforce Page
  5. In the picklist for Content, select CsMrgPassThru [csmrgp__CsMrgPassThru].
  6. Click Save.
  7. Proceed to the Page Layout section below.
 
 
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Case Split

  1. Enter a Label name for the New Comment button, and optionally a description.
  2. Select Display Type as Detail Page Button
  3. For Behavior, select "Display in existing window with sidebar".
  4. For Content Source, select Visualforce Page
  5. In the picklist for Content, select CaseSplit [csplit__CaseSplitter].
  6. Click Save.
  7. Proceed to the Page Layout section below.
 
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Page Layout(s):

Custom buttons must be added to your page layout(s) before they'll appear in Cirrus Insight.
Go to Setup > Customize > Cases > Page Layouts and select the page layout where you want to add the new custom button.
  1. On the upper left select Buttons.
  2. Drag and drop your new custom button under the Custom Buttons section.
  3. If you already have the standard managed package button in the Custom Buttons section, remove it by dragging and dropping it back into the Buttons list.
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Title
Cirrus Insight Compatibility
URL Name
Cirrus-Insight-Compatibility