The Open Screen as a Pop-up action opens an existing screen in a pop-up over the current parent screen.
📌 NOTE: Pair this with the Close Pop-up action on the pop-up screen to ensure users can dismiss it and (optionally) pass back data.
Things to Know
This action is added to the parent screen: the screen from which you want to open the pop-up.
Pop-ups are best used for simple, focused tasks — like filling out a short form or completing a quick step in a workflow.
Pop-ups should be self-contained since navigation is restricted within a pop-up.
Make sure the screen you plan to open as a pop-up exists and is designed to work inside a pop-up screen (see below restrictions).
The pop-up blocks interaction with the parent. A user cannot click outside to dismiss the pop-up.
On desktop, the pop-up uses a compact, fixed modal which cannot be resized. On mobile, it renders full-screen.
Confirm user permissions allow access to the target app and screen. User permissions for pop-up screens are enforced—pop-ups will only open if the user has access to the target screen.
Grids within pop-ups work, but keep columns minimal (~3–4) to avoid horizontal scrolling.
Add a Close Pop-Up action to at least one control on the pop-up screen.
E.g., a “Save” or “Save & Close” button.Plan how the parent will react after close (refresh controls, set values, branch on status).
Restrictions
When selecting a screen to be embedded within a pop-up, note the following restrictions for that screen:
Pop-ups cannot be nested. Opening pop-ups from another pop-up is not supported.
App Ribbons within Pop-ups is not supported.
Pop-ups within app ribbons is currently not supported.
The following actions are not supported within a pop-up screen:
Go to Screen action. You will not be able to navigate to a new screen within a pop-up.
The following objects are not fully supported within a pop-up screen. Although you may be able to add them, flows within the object are not supported.
📌 NOTE: Navigation between screens within a pop-up is not supported. Design your pop-up screen to be self-contained: include all required fields and actions on a single pop-up screen, provide a clear Close Pop-up control, and, if navigation is required, use the parent screen to route users elsewhere after the pop-up closes.
Parameters
Description | |
Navigate to |
|
Store pop-up result in | The Close pop-up action will return a value. You can store the returned value in the specified action result. |
Store modal status in | The Close pop-up action will return a modal status. You can store the returned status in the specified action result. |
Set a screen Active RecordID | See next section. |
Set a Screen Active RecordID
When opening up a pop-up, there are two choices for setting its Screen Active Record ID.
Set Active RecordID: set Screen Active Record ID to a specific value. Normally used to edit a record.- Clear screen: clear the Screen Active Record ID for a new entry. This will reset the Screen Active Record ID to its default value of
-1.
Depending on the choice, options will change. For more information on the Screen Active Record ID, see the article "Set Active Record ID for Screen Action".
Set Active RecordID
Use this Active RecordID: choose the Record ID to put into the Screen Active Record ID.
Clear Screen
When navigating to another screen, you can clear the Screen Active Record ID, which is useful for screens when entering new records. You can prepulate fields on the destination screen with values.
Parameters: Choose fields on the destination screen you want to prepulate.
Field - A control on the destination which can have its value set.
Populate using this value - The value you to enter into the field.
⊕ Add another parameter: Add another field to prepopulate.