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Custom Modal Form

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  • Custom Modal Form

    I'm hoping you can point me in the right direction. When we mark a task as complete I would like a workflow to trigger a modal popup to be displayed. I would like that form to have the following buttons: No followup, 1 week, 2 weeks, 1 month, 1 year. I need those buttons to open a new task form with the date pre-populated based on what button was selected. I would also like to default the name of the task to "Followup:" & {Parent.Name}. Any idea on how I could do all this?

  • #2
    If you want a popup, you need to develop these buttons. You can't do this with workflow.

    Don't know, if it is good for you, but you can create a field (enum for example) for Task with options none, 1 week, 2 weeks, 1 month, 1 year. And Create a workflow rule - if task was closed, create a task with date, related on this enum field