In this demo we will show you how to use a condition to open a modal window.
We will show you :
1- A form we've already set up where the filler will search a Case via lookup field, and populate its data.
This form also has a condition where if the Status is not "Closed" and priority is "High" a task will be created.
Also, once the task is created a Task Id will be stored in a hidden field on the form.
In this form we would like to have a modal window pop up each time a task is created, containing the task information and the ability to edit the task.
2- How to create a new form (which will be displayed in the modal window):
- A form that shows Task information - we'll show you how to configure the Get integration.
- How to set up the Push integration so the data may be updated back in Salesforce (using a custom button).
3- How to redirect our main form to the new form and open it in a modal window.
4- Test the form.
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