Model Selector Popup
How the generic selector popup works for choosing customers, jobs, services, payment methods, invoices, and other linked records.
This popup is the generic chooser Work Planner uses when one screen needs you to pick another record first. Depending on the page you opened it from, the popup can be used for customers, jobs, services, rounds, payment methods, expense categories, customer sources, quotes, or invoices.
What The Popup Shows
- Current selection summary: shows what is already selected before you change anything. When the popup lets you pick several records, the list is folded under Currently selected with a count, so the search and results stay in view. Click it to open the list.
- Search: narrows the table as you type.
- Table results: lists matching records with the most useful columns for that record type. For example, when you pick jobs, each row shows the customer's name and the address, using the job's own address where it has one and the customer's otherwise.
- Business column: appears automatically in multi-business use when it helps distinguish the records.
- Pagination: lets you move through larger result sets instead of loading everything at once.
- Add New: gives you a shortcut when the record you need does not exist yet.
Single Selection And Multiple Selection
In single-selection mode, clicking a row chooses that record and closes the popup straight away. In multiple-selection mode, clicking rows toggles them on and off, and the footer button changes to show how many items will be selected. If nothing is left selected in multiple mode, the footer changes to Clear Selection.
When You Change An Existing Single Selection
If the parent screen already had a single record selected and you choose a different one, Work Planner can open a small confirmation step called Replace Selection? instead of swapping it silently. That extra check is there to prevent accidental swaps when one linked record is replacing another.
How Add New Behaves
The Add New button is not just decoration. For supported record types it can open a create popup straight from the selector so you do not have to leave the page, create the record elsewhere, and then come back to search again.
Related articles
- Linked Customer, Job, and Invoice Selector Flows: one of the clearest examples of this popup in real use.
- Payment Method Selector Popup: a narrower selector flow built around this shared behaviour.
- Creating a Customer: useful if the record you need does not exist yet and you want to understand the create side properly.