Trying to get a Deeplink to work.
I want it so if the user is in a sales call record they can click an action it takes them to the customer record that this sales call relates to.
Primary table = Customer
Key = [CustomerID] Secondary Table = Sales Calls
Ref = [Customer] View = All Customers
which is everything in that table View = Prospects
uses a slice with
Sales Calls[Status]=“Prospect”
The following kinda works: LINKTOFILTEREDVIEW(“All Customers”,[CustomerID=[_ThisRow].[Customer]) It shows one record in the All Customers view.
But I’d like to avoid the client having to click the action then click the customer record.
I want one click to go from the sales calls record action button to the correct customer record.
Tried the following as an “go to another view within this app”
LINKTOROW([Customer],“Prospects”) Just shows everything in the prospects view
LINKTOROW(“m78aOCsi”,“Prospects”) Just shows everything in the prospects view
LINKTOROW([_ThisRow].[Customer],“Prospects”) Just shows everything in the prospects view
LINKTOROW([Customer],“Customer”) Displays an empty list
LINKTOROW(“m78aOCsi”,“Customer”) Displays an empty list
LINKTOROW(“m78aOCsi”,“All Customers”) Just shows everything in the All Customers view
LINKTOROW([Customer],“All Customers”) Just shows everything in the All Customers view
Can anyone help me with this?
So… do you want to open the detail view instead of table view?
@Aleksi_Alkio Yes I want it to go straight into the read only form type view
Then you would need to create a position Ref type detail view and use that view instead of table view in your deeplink.
@Aleksi_Alkio Not sure what you mean by a “position Ref type detail view”
Create a detail view and choose the position as Ref
@Aleksi_Alkio works perfectly, thank you
You’re welcome
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