ERPNext Popups/Dialogs in Forms?

oguruma · December 2, 2023, 2:11am

I’d like to add a “Log a call” Dialog on the Lead form.

I want a dialog/pop-up modal that will allow me to create a new Communication Document that’s linked to the Lead.

Creating the button via a client script seems easy enough, but how do I create a custom dialog?

rtdany10 · December 2, 2023, 5:37am

Try:
frappe.new_doc('Communication', {'fieldname': 'prefilled-value'});

oguruma · December 2, 2023, 11:31pm

That doesn’t seem to work…

Even though I enabled “Quick Entry” for the “Subject Field” (which is Mandatory), it doesn’t appear in the form from the Custom Script button.

If I click on “Edit Full Form” it doesn’t give me the option to save the Communication.

brian_pond · December 5, 2023, 12:14am

You can create custom Dialogs that are triggered by custom buttons.

Here’s some of the official documentation about that:
Dialog API

If you’re looking for an example, here’s some ERPNext code that adds a button and Dialog to the Customer DocType.

For more examples, do a global text search for frappe.ui.Dialog. There are a ton of examples in both Frappe and ERPNext repositories.