I have a picklist field that dynamically populates an additional date field. We have an option where we want the user to put in a date when a specific picklist value is selected.
If they select this value, I'd like a popup on the screen for them to enter a value, then take that value and populate another field. We're using a validation right now, but I want this to be more visible to the end user with a popup since this is very critical for our business. Our end users get confused easily and a popup would help out tremendously.
I'm looking into screen flows, but not sure if that's what I need to accomplish this.
A screen flow is a good idea:
1. Remove the picklist from the layout.
2. Create the screen flow with the picklist on the first screen, when they click next it will ask for the other value and if they don't finish the process, don't update the picklist or date for that matter.
3. Add the screen flow on the Lightning Record Page.
Note: This won't show a pop up
Another option would be development:
1. Remove the picklist from the layout.
2. Do a custom development with a Lightning Web Component (LWC) that can be added to a Lightning Record Page, with the picklist, after the selection you can show a pop up for the users to enter the value.
3. Add the new LWC to the Lightning Record Page.
Note: You'll need a developer to do this.
