Render a component in a modal
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- UpdatedAug 3, 2023
- 2 minutes to read
- Vancouver
- Navigation and UI
Use a UI Action to launch a custom component in a modal so an agent doesn't have to navigate to a different screen to accomplish a task.
Before you begin
Role required: workspace_admin
About this task
Launch a custom component in a modal so an agent doesn't have to leave the current screen. For example, you can launch a modal that contains contact information about the customer named in an open record so an agent can ask callers to confirm their identity. The following example shows a list in a modal.
Procedure
- Develop and deploy a custom component to your instance. For more information, see Custom components.
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Create an entry in the Registered Scripting Modal.
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Author your UI Action to render your component in a modal.
- Now test the UI Action by opening a record in Workspace from the table you selected when creating this UI Action. The UI Action should appear in the Form pane.