Configuring a form action to open a custom modal

concept australia Updated Sep 10, 2026 1 min read configuring-an-action-button-to-open-a-custom-modal.md
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Configure a form action to open a custom modal that provides information or interactive elements without navigating away from the current page.

To configure a declarative action to open a custom modal, complete the following actions:

  • Create a declarative action button
  • Configure a page variant
  • Configure a modal
  • Configure a UX add-on event mapping record
  • Define the payload

Configuring an action button to open a custom modal involves several processes:

  1. Opening your record page in UI Builder:

    Accessing your record page in UI Builder enables you to design and configure the page variant with a custom modal. For more information, see Create a page variant.

  2. Designing the page variant in UI Builder:

    Using UI Builder to design a page variant passes the modal into the workspace record page. For more information, see Design a page variant in UIB.

  3. Configuring the page variant as a modal in UI Builder:

    Using UI Builder to configure the page variant defines the modal to appear in the workspace record page. For more information, see Configure a page variant as a modal in UIB.

  4. Creating a UX add-on event mapping:

    Setting up a UX add-on event mapping connects the action button to your custom modal. For more information, see Create a UX add-on event mapping.

  5. Defining the payload for a custom modal:

    Configuring the payload sets the action button to open the custom modal in your workspace. For more information, see Define the payload for a custom modal.

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