create new contact using GlobalAction popup from account page

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

Andy Chasin

382 Points

Posted 5 years ago

5 years ago

Pat Vachon, Champion

45,854 Points

Yup. A couple easy options.

Set a Condition on the contact model for AccountID to be the Id value of the Account Model.
Sel Create New Row Action from your action framework. You then have another button that renders to add default values.

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Comment

5 years ago

Andy Chasin

382 Points

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

Comment

5 years ago

Pat Vachon, Champion

45,854 Points

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...

Comment

5 years ago

Andy Chasin

382 Points

I think I am getting it.... I am watching a video from Zach on action framework.

Comment

5 years ago

Andy Chasin

382 Points

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?

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Image httpsd2r1vs3d9006apcloudfrontnets3_images1148047RackMultipart20150127-25892-mhks33-ScreenShot2015-01-27at40350PM_inlinepng1422399848

Image httpsd2r1vs3d9006apcloudfrontnets3_images1148048RackMultipart20150127-17269-104mfeg-ScreenShot2015-01-27at40421PM_inlinepng1422399883

Comment

5 years ago

Pat Vachon, Champion

45,854 Points

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.