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Multi-step modal for Record Producer variables

NazeerM
Tera Contributor

A Record Producer contains approximately 30 variables. A Service Portal widget must be added to the Record Producer form that displays a clickable link or button. When the user selects this link/button, a modal window should open.

The modal will display specific variables from the same Record Producer, organized into a four-step wizard. Each step of the wizard should show only a selected subset of the variables. For example, Step 1 may contain 2–3 variables, while the remaining variables will be distributed across Steps 2, 3, and 4. The assignment of variables to each step will be handled programmatically within the widget.

The modal must provide navigation controls such as Next, Previous, and Cancel/Close. Moving between steps should dynamically update the modal content to show the variables associated with that step. Any values entered in the modal should be reflected in the corresponding variables on the Record Producer form, ensuring data consistency.

 

The widget should retrieve and bind the Record Producer variables so that the modal fields interact directly with the same variables present on the form.

Is this feasible? If yes, how to achieve this?

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