create new contact using GlobalAction popup from account page

edited June 25 in Questions
I am trying to use a global action popup to add a new contact to an account from my account detail page. I would like the new contact popup to pre-populate with the billing address from the account (section b) and Name and other details to be empty so I can enter them. 

Is this possible? I could not find a video or tutorial for this. 
Thx 
Andy

Comments

  • Pat VachonPat Vachon ✭✭
    edited June 25
    Yup. A couple easy options.
    1. Set a Condition on the contact model for AccountID to be the Id value of the Account Model.
    2. Sel Create New Row Action from your action framework. You then have another button that renders to add default values.
    image

    image
  • edited January 2015
    Pat,
    Are you suggestion the green '+' to add a row and then a row action to pop up an edit window?
    not really following you after the filter on the contact model.

    Andy
  • Pat VachonPat Vachon ✭✭
    edited June 25
    I gave you two options on how to achieve the same result. By condition on the contact or by setting the default value on the create row action using {{$Model...
  • edited January 2015

    I think I am getting it.... I am watching a video from Zach on action framework.
  • edited January 2015
    I have it so the pop up opens and pre-populates what I need. When I click Save in the pop-up it does not close, but appears to show a new empty pop-up window.

    Did I miss something that will close the window on save?

    image
    image
  • Pat VachonPat Vachon ✭✭
    edited June 25
    The popup needs to have custom actions. The Save/Cancel in a field editor doesn't have the ability to do any action framework stuff. Disable those buttons.

    Add a page title component to the popup. On the page title component you can add some buttons. In there you can set all the appropriate actions.
    1. Show Message and block UI
    2. Save Model
    3. Close Popup
    4. Unblock UI
  • edited January 2015
    Was just getting to this.
    Thanks for all your help!!!!!

  • edited June 25
    Pat,
    Thanks to your help, I was able to finish what I needed to do today.

    I owe you a beer!
    Andy

  • Pat VachonPat Vachon ✭✭
    edited January 2016
    Strongbow Cider please. :D
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