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feat: dynamic message actions #1109

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merged 2 commits into from
Oct 16, 2024
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New feature: Custom Message Actions

The use case

Sometimes we want to create documents using the information in a message - for example, a task, or a support ticket or a note in a CRM system. While a user could copy paste the information, sometimes just performing an action right from the message makes sense.

How it works

Users can create a "Message Action" - this action can either create a new document of a particular DocType, or call a custom API. For example, you might want to create GitHub issues directly from Raven. This seems weird, but Slack offers these as "integrations" with apps like GitHub, GitLab, Jira and Linear - the difference being that we want to make it user customisable.

In the message action, select fields and their default values (like the message content, or the timestamp).

Now if you go to any message, you would see "Message Actions" and clicking on an action will open a popup with the fields autofilled.

CleanShot 2024-10-16 at 20 16 24@2x

CleanShot 2024-10-16 at 20 16 59@2x

CleanShot 2024-10-16 at 20 17 24@2x

CleanShot 2024-10-16 at 20 19 09@2x

CleanShot 2024-10-16 at 20 19 43@2x

@nikkothari22 nikkothari22 linked an issue Oct 16, 2024 that may be closed by this pull request
@nikkothari22 nikkothari22 merged commit 4c08a56 into develop Oct 16, 2024
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@nikkothari22 nikkothari22 deleted the 1096-custom-actions-on-messages branch October 16, 2024 15:00
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Custom actions on messages
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