Navigation from Record Action to close Record Summary

Hi All,

I have a site which has home page. On Home Page we have a grid populated from Record List, when a user clicks on a record link it takes user to record summary. On record summary, we have record action which opens in the Dialog box. The requirement is that when user clicks on a button on this dialog box, he should be taken back to the Home page in the same window. Is this possible? any workaround or suggestions?

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  • 0
    Certified Lead Developer

    The related action dialog is, generally, only able to return the user back to the Record listing from which they initiated the related action.  My own approach here would be to cause the Record links to open in a new tab (leaving the user's Site Home tab open in the original tab), which they could then simply close out when they're done with the related action on the newly-opened tab.

  • 0
    Certified Lead Developer

    Buttons do not support links. But you can use a card layout with a link to navigate anywhere.

    But, from a UX perspective, opening a dialog just to navigate away makes not much sense and is counter intuitive compared to how related action dialogs are used in Appian.

    So, I do not recommend that, but you now know how to achieve it.

  • Thanks for suggestions - the requirement is much more than what is stated here. Use case is to open dialog to show dropdown option to the user and a Save button to save the data and return to the dashboard summary, but in a special case for a selected value from dropdown, user need to be navigated away on Save button instead of taken back to Summary dashboard, This navigation should not open in new tab but same window (for technical reasons, to prevent user from further making changes on dashboard).