Workspace / UI Builder - Add Action, Modal & Related Lists

[Andy Smith2]

Hi Folks

We are having a tough time right now trying to deliver a very common design pattern. A great example of the design pattern is the new Risk Workspace which we believe is built using the Now Experience / UI Builder combination rather than the original Workspace stack.

In this exemplar, we have:

• A parent object, in this case a Test template
• The details of the Parent record are displayed as a /record Page with the familiar Related Lists as Tabs
• We have a Content References related list which lists the related items
• We want to use the Add and Remove related list action buttons to manage the related items.

When clicking the Add button, the following modal is presented:

We're struggling to work out what is driving this Add modal and how to configure it.

Some working examples show that it is implemented as a UXF Client Action, others show it as Implemented as a bespoke UI Component (e.g. BCM). There doesn't seem to be a generic Now Experience component that we could use and simply configure for our own data relationships.

So, I have a few questions on this topic:

1) Can someone from the Product team(s) advise on how list-based modals should be implemented (e.g. bespoke component, UXF action, other)?

2) Is there any documentation that could be shared on "How to" build these commonly occurring interfaces?

3) Is there any plan to provide the Development community with a generic, re-usable interface, ideally one that can be configured with UI Builder? We're trying to avoid creating bespoke components only to find that a better/standard one is coming down the core product delivery pipeline.

4) At this risk of sounding greedy, could such a generic, re-usable component include a Search/Filter bar to avoid the need for users to page through potentially many pages to find and select the related record that they wish to Add.

Apologies for the long read - any help would be very much appreciated. 

Thanks in advance

Andy

[David Hubbard]

@Ashley Snyder hi.

Are you trying specifically to get the "mra" modal showing or another page as modal? 

I'm going to be away for a couple of days but this picture may help, as my understanding of how these components work to get a Modal loaded in Record Page. 

If it is another Modal the bottom half (Screen Collection and API Route) is also relevant.

[David Hubbard]

I should add that the "mra" appears to be "built-in" to framework, so no extra config is required for that.

[Ashley Snyder]

@David Hubbard I'm wondering if this is due to a patch in my instance as I've seen others in the community have the issue. Has anyone else tried this on a Quebec to San Diego Patch 1 instance and gotten the modal window to appear? For the remove button, I noticed the related list in a Configurable Workspace doesn't have the select boxes to choose from like Agent Workspace so I'm not really sure how the Remove option would work at this moment - but if anyone has done this please let me know.

[David Hubbard]

@Ashley Snyder Our app is working ok on San Diego Patch 1 - with Modals showing from Related List and Details Form in Record Page (with Agent Workspace). I'm not familiar with the Configurable workspace.

[Ashley Snyder]

As a follow up I just upgraded an instance that was previously on Rome then San Diego Patch 1, where it wasn't working, to San Diego Patch 2 and the modal is now working. This may have been the issue with the modal windows not appearing that I saw on other community posts.