Multi-layer Reuseable Popup Fields Based on Previous Popup

Need help Database
1

I have a reuseable element Add Company popup;
this is a popup on multiple pages, and sometimes it’s a popup from a popup;
for example:

  1. page list of sales orders > add order (show Add Order popup) > add new client (show Add Company popup)
  2. page list of suppliers > add new supplier (show Add Company popup)
    … and many other entry points like this.

The point is, this Add Company popup is in a lot of places, and I’d like to pre-tick the Company Type checkbox based on the entry point, is that possible?

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2

This sounds like something to achieve with a data type, or data field. Add a data field to your user that defines the company type, and add a workflow to check the user’s company type when the pop up loads.

Would that work?

3

Create custom state in Add Company popup and set it it before showing. Based on value of this state precheck corresponding checkboxes.

4

Yes good idea actually, I think setting a custom state on each entry point might do the job, will test it out. Thanks.