Show Overview Page Before Form Opens in Workspace (Create New Record)

[himanshugoy]

Hi All,

I have created a custom table and a Workspace.

My requirement is to display an overview page with some information before the actual form appears when a user clicks Create New.

Expected behavior:

1. User clicks Create New in Workspace.
2. An Overview page opens first showing instructions/details about the record.
3. User clicks Continue on the overview page.
4. The actual form fields are then displayed so the user can create the record.

I need to implement this completely within Workspace.

Could someone please suggest the best approach to achieve this?

Any guidance or example implementation would be greatly appreciated.

Thanks!

[Vaibhav Chouhan]

This requirement is not supported out of the box in Workspace, since the Create New button always opens the form directly.

The recommended approach is to create a custom flow using UI Builder by introducing an Overview page and replacing the default Create New button with a custom button.

[himanshugoy]

@Vaibhav Chouhan Thank you for the suggestion. Do you have any reference to the custom flow in UI Builder?

[Vaibhav Chouhan]

Here I meant a custom navigation setup in UI Builder.

You can create an Overview page in UI Builder with a Continue button, and configure that button to navigate to the record form in create mode. Then replace the default Create New button with a custom button that opens this Overview page first.

So the behavior is achieved through page navigation in Workspace, where users go from the Overview page to the form when they click Continue.