How to Edit Fields in the "Initiate Contract" Popup Form Triggered by a Declarative Action in Quote

[sainasahoo1]

In Sales Order Management > Quote Management, there is a Declarative Action called "Initiate Contract". When the button is clicked, a popup/modal form is displayed (as shown below).

Our requirement is to modify the fields displayed in this popup form. Specifically, we need to either add, remove, or edit one or more fields that appear in the modal before the contract is created.

Could anyone please guide me on:

• Where the popup form configuration is defined?
• Whether the fields are controlled by the Declarative Action, a UX Form Screen, UI Builder component, or another configuration?
• What is the recommended approach to customize the fields in this popup?

[Ankur Bawiskar]

@sainasahoo1 

Did you check the form which opens up is rendering some view from Contract table?

See which view has those fields and then try to add/remove fields from that view and see if it works

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[Ankur Bawiskar]

@sainasahoo1 

share that declarative action config screenshot here

[sainasahoo1]

I cannot see the view itself

[Ankur Bawiskar]

@sainasahoo1 

go to the form of "sn_quote_mgmt_core_quote" and Configure -> Form Layout and see which fields are coming from which view

Also try opening the Client Action in new tab and see the flow/subflow which is rendering it, may be there fields are configured

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏