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How do I prompt for a value when linking an existing record in a subpanel?

Question asked by Derick van Niekerk on Apr 23, 2017

When clicking the 'Link existing record' button on a subpanel, I want to prompt for a value *before* saving the link. The value is a required field for child accounts, but not for standalone accounts.

 

I can't put the condition in a logic hook, because the field is also not required if the account is updated via external systems via the API, only from the UI.

 

I need the user to make a selection from a dropdown list before the link actually gets created.

 

How do I do this?

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