Update Question

I have a simple scenario in my app that I am not sure how to handle:

On a detail screen for a work order I have a button called “Assign Work Order” that I want to open another screen that has only a choice field to select the person being assigned. Then I want a custom action on submit that sets a couple other fields and runs a zap.

My question is this: what kind of button/action do I need from the detail screen to bring up the screen that has only the choice field and the button to run the custom action? When I choose the Open form action it creates a new work order, which I do not want.

You can do a show new screen —> this item instead.

1 Like

Ahh! I did not see the “this item” option in that one. Perfect!

Thank you!

1 Like

This topic was automatically closed 24 hours after the last reply. New replies are no longer allowed.