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March 14, 2024
Question

Record list action calling the process model with parameters

  • March 14, 2024
  • 1 reply
  • 0 views

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

    1 reply

    stefanhelzle0001
    Brainy
    March 14, 2024

    Record list actions are meant to create a new item of that record. If you want to create a new child record, I suggest to make that a record action on the parent.

    The other option is to allow the user to pick a parent when creating the child.