Create a button to populate a form that updates fields in CRM
We have a module called "Booking" which I can create a button on the records view of this module.
I'd like to have this button present a mini-form, which replicates specific fields from the Records View, and have the fields that display be dependent on certain fields in the record.
i.e. if the record "ClientName" field contains "company1", then show fields 1, 2, 3 and 4.
if the record "ClientName field contains "business2", then show fields 1, 4, 5 and 6.
When "submitting" this mini-form, the fields should update the data into the relevant fields in the Record.
Some of the fields in the record are pick-list fields, so i'd like these to be replicated in the fields of the mini-form.
The reason for this is that our records contain many fields, and only certain ones need to be completed when taking action on a record, and i want to remove the human error to forget which fields to update.
I believe this needs to be done using a Deluge script, but I have no idea how to do so. Is anyone able to assist please?
TIA