Build a customer picker modal

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1

Hi all,

  • I have a relatively standard Customer - Order data model.
  • I have an ‘Edit Order’-Form
  • Currently in that ‘Edit Order’-form there is the standard dropdown to select the customer

However I need a modal where the user can first filter the list of customer based on the fields of the customer, and select it from the list.

Reason is that the user needs to use different approaches to figure out the customer, so the dropdown is not smart enough for that.

So ideally on the ‘Edit Order’-form I have a button that says ‘Find Customer’ which opens up a modal that shows the Grid View for the Customers. In that grid view each customer has an action button ‘Select’ which takes the user back to the ‘Edit Order’-form but obviously with the customer set to

2

Shan: I don’t think an edit form is what you want to use for this method of finding customers. You can use the Search form page to do this. It’s not used as often so people overlook it for things like this. :slight_smile:
Give it a try and let me know. Hope this helps.