Record Type link in interface.

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

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  • 0
    Certified Lead Developer

    Hi ,

    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

Reply
  • 0
    Certified Lead Developer

    Hi ,

    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

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