I have a table under a new tab that shows a list of records of a specific record type. I am showing the record “Name” as one of the table columns. By default, that Name is a link that when clicked opens the page in Salesforce Classic. What I need for it to do is open the record in a Skuid Popup window instead. Is there an easy way to accomplish this?
Thanks!
I’ve used templates (allowing html) to redirect to another page. I’m curious to hear if there is a way to launch popups.
You should be able to use an HTML editor like http://bestonlinehtmleditor.com to create HTML code to open a popup, then paste that HTML into a template field in your table.
Thanks Raymond. I’ll give that a try.
Paul,
I did it using the row action method in this post:
https://community.skuid.com/t/trigger-popup-from-javascript
where you create a row action that is your pop up, and then a field render snippet that creates a clickable link to trigger the pop up. I found the pop up management easier using the declarative builder to control its contents.
This would make a good feature request. Each reference field could have four options: 1) open in current window 2) open in new window 3) open in popup 4) open in sliding panel
Another option on this is to disable the on-click functionality of the reference field by using a template field with three {. Example: {{{Name}}}. Then add a row action button to open the popup with that record.
I think you have hit on the perfect option Raymond. I had already considered removing the “link” by using a template field. Adding the row action to open the record in a popup will certainly take care of this use case and not be too impactful to the end users. Thanks as always for your great suggestions!
This is a great idea Chandra. I personally tend to have some issues with Snippets and JavaScript because I’m not a coder so I tend to stay away from those options if there is a declarative way to achieve the same thing.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.