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iswaryan3520
May 5, 2025
Question

Customizing Record Link

  • May 5, 2025
  • 4 replies
  • 0 views

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?

4 replies

ashwinia3199
ashwinia3199
May 5, 2025

Have you tried with recordlink by passing needed record type and required identifier for record link 

harshas2775
harshas2775
May 5, 2025

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. 

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iswaryan3520Author
May 5, 2025

 I tried as Ashwini suggested like record link with all the related record type and its  identifier but Its not working , based on what it will look for the particular record type cause I can't update the parent request directly if any request will relate to it . instead  i save it in another table request relation so i m struck .

harshas2775
harshas2775
May 5, 2025
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.

Can you paste a snippet of your code here how are you configuring the record link currently? 

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