2 Replies Latest reply on Feb 19, 2018 7:26 AM by mbath61

    How can button quick action call the assigned Creation Form instead of opening a tab?

    mbath61 Apprentice

      We support citizens statewide, so we add dozens of new customers daily. To streamline this I created a minimal form to enter the unique information and rule to generate other data based mostly off the OU i.e. Public

      We are storing all individuals in the Employee object with a CustomerType to distingusih the large groups.


      Inside of Incident object, the Profile.QuickAdd form is assigned under Use Creation Form next to Employee.  If I click Edit beside it takes me to the correct form,


      When the script attached to the NewEmployee button in the Incident CustomerOwnershipForm runs, it opens a TAB for Employee instead of the modal form assigned for creation.


      What is needed to call that modal form from a quick action?