Can multiple forms be displayed on the same page?
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‎01-25-2024 10:08 AM - edited ‎01-25-2024 10:08 AM
Is there any way to load/update/save multiple records from the same form in the platform UI? We want a user to be able to add multiple records to a table or related list without having to click "New", fill in the form, then click "Submit" each and every time. It would be great if we could allow them to add several records with transaction. Here is a mock up of what we would like to do:
I already know about list editing and using "insert and stay". These are helpful, but don't quite get us what we are looking for?
Any help on this would be greatly appreciated!
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‎01-25-2024 10:11 AM
There is no "OOTB" option for this. You have the following options:
1.) Implement the functionality with the usage of Embedded Lists and UI Formatters + UI Macros (Standard Plattform Features!)
2.) Create a custom UI Page and dynamically add iframes (with the right styling, they will look like a regular div on your page). Only with iframes you can ensure that no conflicts between multiple forms happen.
With option 2 you also will have to implement your own save mechanism.