Table of contents
Introduction
The goal of this exercise is to configure a different behavior for clicking on lookup fields in model-driven apps. In some scenarios, opening lookup records in a dialog or side pane when the user clicks on the lookup record value enhances the user experience.
In this article, we are going to learn how to configure this with no-code using byld flows.
Steps
Create a new flow. Give it a name and a unique name, then choose the table and the form you want to extend.
In this example, we chose the Opportunity table and the Opportunity form.
Click Edit from the command bar to open the UI Flow Editor.
Select a lookup column 'tag clicked' trigger from the drop-down menu in the Trigger step.
Select Cancel Default Behavior from the steps list. This will disable the normal behavior when the lookup value tag is clicked.
From the steps list:
To open the record in a side pane, select the Create Table Record Side Pane action, click Configure step and enter the values.
In our example, we filled in the following information:
Short on time? This 1-minute video provides steps to configure lookup fields, enabling users to access records effortlessly in a side pane. Check out how easy it is to set up the side pane in this speedy tutorial.
To open the record in a dialog pop-up, select the Open Record action, click Configure step and enter the values.
In our example, we filled in the following information:
Need quick solutions? In just 1 minute, learn how to set up lookup fields to open records in a dialog pop-up. This concise video will help you create a more interactive user experience within your model-driven apps.
Click Save.
Click Publish.
Navigate to the table record, and press Ctrl + Shift + R for a hard refresh.
Click on the lookup you selected.
Observe the result.
In a side pane:
In a dialog:
Summary
To do such customization, you need to cancel the normal behavior when the user clicks on the tag of a lookup value, otherwise, the normal navigation behavior will occur.
Instead, you can apply a different behavior to open the lookup record value in a dialog or in a side pane to increase user experience.
Ready to dive deep? Our comprehensive 6-minute tutorial has got you covered! Discover how to open records in either a side pane or a dialog pop-up, taking your app's user experience to the next level. Follow along as we guide you through the entire process, step by step.
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