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

Andy Smith2
Tera Contributor

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.

find_real_file.png

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:

find_real_file.png

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

 

15 REPLIES 15

@raves12

 

As above - we ended up creating our own MRA (Multi-record-associator) page and using that - with that approach you can fully control what is displayed

DavidHubbard_0-1749201201133.png

With more rows

DavidHubbard_1-1749201290022.png