Configuring a form action to open a custom modal
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:
-
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.
-
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.
-
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.
-
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.
-
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.
---
title: Configuring a form action to open a custom modal
description: Configure a form action to open a custom modal that provides information or interactive elements without navigating away from the current page.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/platform-user-interface/configuring-an-action-button-to-open-a-custom-modal.html
release: australia
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure action buttons, Declarative actions, Administer, Configurable Workspace UI, Configure UIs and portals, Configure user experiences]
---
# Configuring a form action to open a custom modal
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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/application-development/create-variant.md).
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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/platform-user-interface/design-a-page-variant-in-uib.md).
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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/platform-user-interface/configure-a-page-variant-as-a-modal-in-uib.md).
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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/platform-user-interface/create-a-ux-add-on-event-mapping.md).
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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/platform-user-interface/define-the-payload-for-a-custom-modal.md).
| title | Configuring a form action to open a custom modal |
| description | Configure a form action to open a custom modal that provides information or interactive elements without navigating away from the current page. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/platform-user-interface/configuring-an-action-button-to-open-a-custom-modal.html |
| release | australia |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Configure action buttonsDeclarative actionsAdministerConfigurable Workspace UIConfigure UIs and portalsConfigure user experiences |