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

himanshugoy
Kilo Contributor

2 hours ago

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!

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Vaibhav Chouhan
Tera Guru

an hour ago

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.

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himanshugoy
Kilo Contributor

an hour ago

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

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