Add Click To Call To Reference Fields

The ServiceNow integrated eXperience (SiX) provides an easy way to add Click To Call functionality to a reference field on a form.  A phone button will appear next to the reference field to send an outbound call to the SiX.

1

Navigate to the Table Definition

After determining the reference field to add the Click To Call functionality, navigate to the table definition containing that reference field.

In the ServiceNow menu go to System Definition -> Tables

2

Click on Column Label

Click on the column label of the field you are adding the Click To Call functionality to.  This will drill down in to the column properties.  The field must be a reference type.

3

Modify Attributes Property

Add the following UI Macro to the Attributes property.  If there is already a value in the field, you can add this to the end separating it with a semi-colon.

ref_contributions=x_skte_CXOneci_six_show_phone;

Add Click To Call To A Form

The ServiceNow integrated eXperience (SiX) provides an easy way to add Click To Call functionality to a Form that contains 1 or more phone number type fields.  A button will appear on the top of the Form to send an outbound call to the SiX.

1

Create a New UI Action

In the ServiceNow menu go to System Definition -> UI Actions

Click the New button to start creating a new UI Action

2

Fill in UI Action Properties

Fill in the following fields leaving all others as default:

  • Name - Name to appear on the button
  • Table - The table attached to the Form ( etc. sys_user )
  • Form Button - check it
  • Client - check it
  • Onclick - Enter clickToCall()
  • Script -
    function clickToCall(){
      ScriptLoader.getScripts('x_skte_CXOneci.six_ui_script.jsdbx', function(){
        x_skte_CXOneci.six_ui_script.clickToCallFromForm(g_form);
      });
    }
3

Submit and Refresh Browser

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