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Revision as of 20:10, 2 April 2026 by Laura.donovan (talk | contribs) (Updated via BpClonePage extension. Source page: draft:AgentDesktop-client-side-javascript-api-specification/onRequestRecordOnScreen)

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onRequestRecordOnScreen

Implement a handler for this event if you want to use the "Direct Chat" feature in Agent Desktop. It should return data about the currently opened record on the CRM screen.

Request

Syntax

on('ON_REQUEST_RECORD_ON_SCREEN', handler: OnRequestRecordOnScreenHandler): void

type OnRequestRecordOnScreenHandler = () => SyncAsyncResult<InteractionAssociatedObjectData | null>

type InteractionAssociatedObjectData = {

   id: string
   type: string
   displayName: string
   displayType: string
   customFields: Record<string, string>

}

Parameters

None

Example Request

    adApi.on("ON_REQUEST_RECORD_ON_SCREEN", () => {

        return crmApi.getActiveRecord().then(record => {

            return {

                id: record.get("sys_id"),

                type: record.get("sys_type"),

                displayName: record.get("description"),

                displayType: record.get("sys_type"),

                customFields: {},

            }

        )

    })

Return Value

Object Object Values Data Type Optional? (Y/N) Value Description
InteractionAssociatedObjectData object or null Info about CRM object on screen. null if no records are opened.
id string Record's unique ID
type string Type of the record (contact, case, task, etc.)
displayName string Display name of the record
displayType string Display type the record
customFields object Any additional information about the record
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