How to Add a Pop-up

Pop-ups

In this post, we will be showing you how to add a pop-up to your report. Pop-ups are a functionality where you can click on an action button and have a template shown. This can be particularly useful from a report level where you will be able to see a summary template of the record without clicking on it and going to the record level. Please click here to see a video on this.

Action

Create an action button that you want to use to trigger the pop-up.

Go to the action configuration and select the Action Type: Open Pop-Up Template

Select the template that you would like to use as the pop-up. This would be a summary of the record.

In the Action Display Options choose the size and image that you want to use

Add this action to any template or report where you want to use a pop-up. Here is the example that we created: