Hello Community,
My Requirements:-
Step 1:- User logged in to Site the home contain Different links to different Record Type (Not record item).
Step 2: - User can open any record type. It must be open in the same tab.
Step 3:- After opening of record , user can select any record item and can perform teh work by related action.
Step 4 :- we want user to navigate to the home page of sie.
Problem :-
1. How to provide the record type link.
2. How to navigate back user to the home page.
3. Any suggestion for my requirement.
Thanks in advance
Discussion posts and replies are publicly visible
What is the issue with having one Record List per Tab in your Site? That's the native way of exposing Record Lists in a Tab in a Site.
Because I am having many numbers of record , report and action for which user ia having access, And I don't want user to navigate to new tab every time or provide multiple sites
The only i can think to accomplish this is by developing a set of grids for each record type that could be displayed conditionally based on the user selection from a list of dynamic links, with a navigation link back to the record type list of links..
Hi sahilb346,
AFAIK, currently, we cannot provide the record type link to open in the same tab. We can use the safelink to open the record type in a different tab.
In order, to achieve your requirement. You can try building a report[Home Report] which can have the ability to select the different record type. Based on the selected record type you can show the record list in a grid with the link to the record summary. In your record summary, you can have a Report Link to take you back to the Home Report.
Hope this helps
One project I'm on handles this (rather gracefully) by having a report that lists all Record Types a user has access to, and instead of linking to the actual record type listing for each one, it instead links to a report for that record - which we have built manually to display the list of records therein, but with our own custom-controlled filtering etc (the benefit of building it from scratch). Then each line has a record link to the record (and i typically use safelinks to external records or anything that isn't a link to the specific record for that row) - so in general the user experience follows what you're looking for, without forcing the user into separate tabs for everything, and only needing to build one extra novel SAIL form per record type.