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How to call a nitro form URL from a custom action and open in a modal window.

I have a nitro form with an associated column. It displays a list based on a query. When I click on one of the items it opens my display form in a modal window. This works great. The problem is that the query has multipe items sometimes upward of 40 or  so records. I wanted to create a custom action? possibly that would bring up the  query list search and allow the user to seach the items descriptions and key words, Allowing the user to select a matching item and then open the same modal window as when i click on the original list. Is this possible? Thanks

Hi Archie,

Could you please share the screenshot of the associated item column settings, we will check it and get back to you.

Uploaded files:
  • Screenshot-2025-10-09-002947.png

Files uploaded. Thanks

Uploaded files:
  • Screenshot-2025-10-08-145412.png
  • Screenshot-2025-10-08-145423.png
  • Screenshot-2025-10-08-145449.png
  • Screenshot-2025-10-08-145323.png

Hi Archie,

Please follow the steps below to configure this:

  1. Go to the list that contains the Associated Item column on the form:
    List SettingsCrow Canyon Custom ActionNew → Select the list.
  2. Drag and drop the Query List (Search) action (refer to Image 1), and configure the action settings as shown in Image 2 and 3
  3. Add an Update List Item action, configure it as shown in Image 4, and publish the custom action.

Please let us know if you need further help regarding this.

Uploaded files:
  • 1.png
  • 2.png
  • 3.png
  • 4.png

I appreciate the solution, but i do not want to update the item. I just want to bring up the  nitro display form for that current Item. Sorry I was not clear on the first request. Thanks

Hi Archie,

Please find below the updated steps to configure the item to open in a Display Form instead of an Edit Form:

Retrieving the Display Form URL

  1. Navigate to the list referencing the Associated Item column.
  2. Open any item in its Display Form.
  3. Copy the browser URL – it should resemble the example below:

https://sharepoint.com/sites/NITRO/SitePages/CCSDisplayForm.aspx?ListID=3147d34c-fe5e-4849-ab42-74ab8b69131b&ItemID=1

Configuring the Custom Action

  1. Go to the list containing the Associated Item column:
    • List SettingsCrow Canyon Custom ActionNew → Select the relevant list.
  2. At the top menu, click VariablesNew Variable → Name it varID (refer to Image 1).
  3. Add the Query List (Search) action (refer to Image 2) and configure it as shown in Images 3 & 4.
  4. Add the Set Variable action (see Image 5):
    • Under variable mapping, select varID.
    • Configure the expression builder as shown in Image 6 to configure the action.

Use the Display Form URL retrieved earlier, and make sure the ItemID is left empty:

https://sharepoint.com/sites/NITRO/SitePages/CCSDisplayForm.aspx?ListID=3147d34c-fe5e-4849-ab42-74ab8b69131b&ItemID=

5. Add the Execute Script action:

    • Paste the provided script (attached) and publish the custom action

Note: The display form can currently only open in a new tab, not in a popup window

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