Cross Reference Field Viewer and Quick Add New

Feature Overview

This solution enhances usability and efficiency by enabling interactive, in-place access to cross-referenced data through customizable pop-up windows:

• Interactive Link Previews: Hover over cross-reference links to instantly preview their content in a responsive pop-up window—no need to navigate away from the current page.
• In-Popup Editing (Advanced Version): The advanced version allows users to fully interact with the record within the pop-up, including editing, saving, and performing actions—just like accessing the full record in a separate tab.
• Create Child Records Seamlessly: Users can create child records—such as subforms, cross-references, questionnaires, or related entities—directly from the pop-up, streamlining workflows and improving data entry efficiency.
• Customizable Admin Controls: Administrators can configure which referenced fields support previews and editing, and adjust pop-up size and trigger behavior to meet specific use case needs.
• Future Enhancements: Additional content editing capabilities and configuration options will be introduced in future releases or provided upon request.

Video Demo:

GIF Demo:

Demo:

Requirements:

• Custom Object
• No Archer Control Panel access needed
• No ODA needed