Customizing Record Link

I have a use case involving multiple applications with a shared parent table:

Parent Table (Parent_Request):

Stores all requests created across various child applications.

Each request has a unique Request ID.

Child Applications:

When a new request is created in a child app, it inserts a record into the Parent_Request table.

There is a field called Related Request, implemented as a Record Picker. This allows users to link another request (from the same or different app) as a reference.

Request Relation Table:

Stores the relationship between the current request and the related request (i.e., maps request IDs).

Currently when viewing the request summary or while creating a request, the Related Request link (from the Record Picker) opens the summary view from the parent request.

I want the Related Request link to open in the correct application's local summary view — based on which child application originally created that request.

Can you help me with this implementation?

  Discussion posts and replies are publicly visible

Parents
  • 0
    Certified Lead Developer

    you will need to build the logic depending on which related request link is clicked. If your main record is A and three related records are X,Y and Z. then in the request link you will need to call appropriate recordtype (X,Y or Z). This will open the related record's summary. If you mention recordtype as A then only parent's summary will open. 

    So pass the correct record type and correct summary will open. 

Reply
  • 0
    Certified Lead Developer

    you will need to build the logic depending on which related request link is clicked. If your main record is A and three related records are X,Y and Z. then in the request link you will need to call appropriate recordtype (X,Y or Z). This will open the related record's summary. If you mention recordtype as A then only parent's summary will open. 

    So pass the correct record type and correct summary will open. 

Children