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I have a basic form with a lookup field. What is the easiest way to allow the user to "Edit" that lookup field record?
I've found that I can add a "create" button on the lookup module using form metadata. But what if I want to edit an existing lookup record before or after selecting it? I've tried using the "form" component on my form (to add a form within a form) but it doesn't work and is possibly not supported.
I also found that I can use the Quickview component to display a read only form for the lookup record, but I can't edit.
What are some other, easy to implement solutions to this common scenario?
Image 1: Form component in the form. Is this not supported in portals?
Image 2: Here I'm using the quickview form for the lookup but it's read only. How could I allow users to edit this?
Hi @Nerd_Gorilla1,
So there is no OOTB way to achieve this. You can create a custom button near the lookup field to open the new page with the basic edit form. Or you can try to create a popup with the iframe for the page with an edit form if you don't want the user to leave the main page.
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