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July 8, 2024
Question

Record title update

  • July 8, 2024
  • 3 replies
  • 0 views

I've a record with a title that contains reference number and status of the record. On the summary view, I've a checkbox with a button something similar to "I agree to terms and conditions....". I configured the button to trigger a process using start process smart service where the details about the acceptance of the above terms along with the status updated. Inspite of activity chaining in the process, the status of the record doesn't get refreshed, until I refresh the page manually. Is there way we can update and refresh the record status in the record title?

Note: This record status updates automatically if I use any related actions on the record. However, the above is not a related action, but just a button to trigger a process.

3 replies

konduruc733182
July 8, 2024

Do you mean the Record title which is configured in Record object? 

July 11, 2024

Yes, correct

sriramk5349
July 11, 2024

try using a start process link inside a card layout in place of button you are using, Once you click on the link, action will be completed and screen will be refreshed automatically which will change the record title. 

I hope this might help