I have created a record type.
In record, I have a List action to Add new record, i want to pass a parameter,so that when the list action button is clicked this parameter will passed to the process model so that the respective UI will be fetched.
HOW TO PASS PARAMETER IN A LIST ACTION?
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What parameter do you need to pass? Typically an Action creates a new instance of the type of record that appears in the list, which tend to be stand-alone records, If the new Record needs to be related to an existing Record then you need to add a Related Action to the existing Record type.
sakthisril0001 You can only pass the parameters with the record related action.We don't have the option to pass parameter at the list action.Can you explain the use case so that we can definitely do the workaround
Thank you
I have a record lets say A thats a child of record Parent. I will create multiple reports for Parent from child record. Record list action should fetch the parent id from the child record where i am going to configure the record action field and that value should be passed as process model parameter
Use the Foreign key (i mean the field that you have used in relationship ) Write a query to parent record and get the value and pass it. Is there anything that's blocking you??
to query it, i need some value passed to process model right? I have record list action button in summary view of all child records. I need to fetch the parentid from that child record to create a new record for the parent.
I don't get it's record list action or record action?? can you elaborate it bit more .
aishwaryaa5112 said: I have record list action button in summary view of all child records
Record list action means Action on whole record list not on single record item. Why you configured it inside summary??
aishwaryaa5112 said:I need to fetch the parentid from that child record to create a new record for the parent.
New record for parent?? what do you mean by this, If it's new record why you need parent iD??
its a record list action for child record but it should be set with parent id while creation. that parent id is fetched from the record view interface of another child record where the record list action button exists.
aishwaryaa5112 said:record list action for child record but it should be set with parent id while creation
Not a good idea, Using Record list action to do this we can't set context for a record list action.
you need to rethink about your design. Creating a new child record from summary view of child.It's going completely off track. Create a summary view for parent and show all the details of child records in there and use record action of parent to create new child record.
If you wanna go with your design you need to use record action of the parent and call it in summary of child record this way , You can fetch parent Id from child and you can pass it.