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Open Screen as a Pop-up Action

Open a modal with an embedded Method screen.

Updated this week

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:

📌 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

  • First dropdown: the app to navigate to.

  • Second dropdown: the screen in the app to 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


Set a Screen Active RecordID

When navigating to the new screen, the Screen Active Record ID can be set to a specific value. For more information on the Screen Active Record ID, see the article "Set Active Record ID for Screen Action".

Use this Active RecordID:

Choose the Record ID to put into the Screen Active Record ID. This value can be typed in by you, pulled from an existing control on the screen, or pulled from the user's session values.

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