0 Replies Latest reply on May 10, 2017 9:44 AM by mbath61

    Pop up Modal form in Incident for new Employee

    mbath61 Apprentice

      I'm trying to popup an abbreviated modal form for creating a new Employee from Incident. I want to use the full form to Edit it later if necessary. We need to create a lot of our customer contacts on the fly with basic information and this will streamline the process.


      I have created the Profile.QuickAdd form in the Employee object:

      my Profile.QuickAdd form


      How can I specify this form for use when creating an employee from the Incident form?


      Because the Add function is not available in the right arrow of the Customer field, we added a New button just above it. This launches a new tab with the full workspace rather than a modal dialog we want..