In constellation -Add and edit records within modal for embedded, not getting option to add separate view.
Hi,
I can able to load the embedded field in table and getting the option to edit in modal. However, while choosing for "View for add and edit modal" or "Use separate View for edit" I am getting only four options (Create, Edit, Details and Primary Field).
Can anyone please help how I can create a view which would allow to load in modal and edit the record from table/embedded field?
Thanks.
Accepted Solution
Updated: 19 Aug 2024 11:02 EDT
Pegasystems Inc.
CA
Can you please add a new view in your Data type and check if that works?
Data type -> UX -> other Views -> Form -> New view
Updated: 16 Aug 2024 13:24 EDT
TCS
IN
Thaks @RameshSangili for your response.
Did you mean Case type -> UX -> other Views -> Form -> New view.
There are numbers of views already created there. Also I tried creating a new view, but in dropdown getting those 4 options only.
Also, tried by editing the Edit view which was there OOTB, but it is populating as blank with cancel and submit button.
Notes: What I understand, as the edit modal would be launched on click of edit link from a table, it would be actioned on an embedded list, so the fields from the embedded list class would be applicable for this view. Not sure if I am missing any step to configure.
Thanks,
Updated: 19 Aug 2024 11:02 EDT
Pegasystems Inc.
CA
I was under the impression that you're displaying a table using Data Reference property (data type).
If Yes, then follow the below steps -
Data type -> UX -> other Views -> Form -> New view
If your use case is different, then please provide more details.
TCS
IN
Hi @RameshSangili,
Thanks for your response. The solution worked. One more thing can you please help with. When view is opened, does it open in local action or flow action. As I could not find any local action or flow action there. I need to call DT or activity on action of submit.
Thanks,
Nirup