Issue
When using the Service Console or Lightning Console - Custom redirect behavior does not create a sub-tab causing DocGen Form Steps to refresh the Console instead of loading the expected Forms.
Note: This would occur for any redirects such as Email preview or Embedded Signing.
Below is the solution for all but specifies the Form Step Use-Case:
Drawloop DocGen is designed to work in the service console in a sub-tab as pictured below. This behavior can be seen with our standard URL button:
If redirecting via custom code and not specifying a subtab behavior – the console will refresh rather than load the Form Step interface.
Error Code
None - The Console refreshes after clicking run
Resolution
- Use a Standard Drawloop URL button: Button Experience
- NOTE: The standard button must run from a record to create the sub-tab. No hard-coded list view buttons as it does not create the subtab.
- Work with the Third-party or Salesforce Admin Team to change/create the custom redirect behavior to Salesforce sub-tab guidelines in a Lightning Component. Salesforce Documentation: https://developer.salesforce.com/docs/atlas.en-us.234.0.api_console.meta/api_console/sforce_api_console_lightning_openSubtab.htm
Additional Information
- Form Steps are currently not supported in the Lightning Component.
- Please post any additional use case functionality on our Uservoice page.