Using popup to control logic for API Button

I would not be able to help you with a pop-up modal asking you questions; but you can use fields on the Form to trigger when the user click a specific field option.

You can then use a formula-text field to develop the criteria by which you can import-from-csv the data in the formula by a Webhook when the record is saved.  I would do it this way because it sounds like you are going to need a lot of controlled if/then/else criteria based on the selections the user makes and the deliverable outputs needed.  Using a webhook means the automation fires once and actions only once (less likelihood of failing for some reason).

If the button to [request scheduling of design work] is not part of an existing table record, and rather it is a button on a home page; then you could build a table to store these "entries" as records and use them to create an importable record where you want them to be created in the formats you want.

If you need some more assistance with setting up this specific solution; I am happy to help over the phone.  Please note that I am in South Carolina and tomorrow (Thursday) we are expecting Dorian to hit us; so she may impact my availability.

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Laura Thacker (IDS)
laura@intelligentdbs.com
(626) 771 0454
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