Configuring a form action to open a custom modal

Configure a form action to open a custom modal that provides information or interactive elements without navigating away from the current page.

To configure a declarative action to open a custom modal, complete the following actions:

Create a declarative action button

Configure a page variant

Configure a modal

Configure a UX add-on event mapping record

Define the payload

Configuring an action button to open a custom modal involves several processes:

1. Opening your record page in UI Builder:

   Accessing your record page in UI Builder enables you to design and configure the page variant with a custom modal. For more information, see Create a page variant.

2. Designing the page variant in UI Builder:

   Using UI Builder to design a page variant passes the modal into the workspace record page. For more information, see Design a page variant in UIB.

3. Configuring the page variant as a modal in UI Builder:

   Using UI Builder to configure the page variant defines the modal to appear in the workspace record page. For more information, see Configure a page variant as a modal in UIB.

4. Creating a UX add-on event mapping:

   Setting up a UX add-on event mapping connects the action button to your custom modal. For more information, see Create a UX add-on event mapping.

5. Defining the payload for a custom modal:

   Configuring the payload sets the action button to open the custom modal in your workspace. For more information, see Define the payload for a custom modal.