How to give a related action to add a new record?

Report contains a link to records.

when user clicks on the link, summary view is visible with related action.

When user clicks on Related action the details of old record is visible in the Interface provided in Process model so user can edit it but I want to give a related action clicking on which user can add a new record i.e a blank interface should open where user can enter details of new record

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  • 0
    Certified Lead Developer
    Hi I believe you want to utilise form behaviour in Record summary Dashboard.

    You can define a link within your summary view interface, on click you can show show an another section having buttonwidget configured, which can start a process and can send this form data as parameter to this process, and the process model can perform rest of the operation, else directly you can use a!writetodatastoreentity() function on button click.

    But as per my understanding, it's not the recommended way, however if this is the requirement asked by the customer, you can suggest them about process orientated approach, else you can achieve this requirement as mention above as well.

    Hope this will help you.
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  • 0
    Certified Lead Developer
    Hi I believe you want to utilise form behaviour in Record summary Dashboard.

    You can define a link within your summary view interface, on click you can show show an another section having buttonwidget configured, which can start a process and can send this form data as parameter to this process, and the process model can perform rest of the operation, else directly you can use a!writetodatastoreentity() function on button click.

    But as per my understanding, it's not the recommended way, however if this is the requirement asked by the customer, you can suggest them about process orientated approach, else you can achieve this requirement as mention above as well.

    Hope this will help you.
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