Natively within Salesforce there is a handy option to add a new record if you don’t find the one you’re looking for in a lookup/reference field.
This would be an awesome addition to Skuid, if it doesn’t already exist somewhere that I’ve overlooked.
I envision being able to launch a new modal from within the search or something along those lines here on this screen:
If this does exist - please, someone, point me in the right direction!
Thanks in advance Skuid-mmunity!!!
Hey @CRMF_Woj, thanks for sharing that idea.
You can build this now if you use a template field for your lookup and have an interaction to a modal. You have to build it yourself, but this means you can totally customize the look and feel of the modal so you can add a “create new” button, filters to the table, and whatever else you’d like. Does that make sense?
Template Fields: Using Fields — Skuid v15.1.6 Documentation
Interactions Tab: Using Fields — Skuid v15.1.6 Documentation
