Trying to get a Deeplink to work. I want it ...

ux
(Simon Robinson) #1

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?

(Aleksi Alkio) #2

So… do you want to open the detail view instead of table view?

(Simon Robinson) #3

@Aleksi_Alkio Yes I want it to go straight into the read only form type view

(Aleksi Alkio) #4

Then you would need to create a position Ref type detail view and use that view instead of table view in your deeplink.

(Simon Robinson) #5

@Aleksi_Alkio Not sure what you mean by a “position Ref type detail view”

(Aleksi Alkio) #6

Create a detail view and choose the position as Ref

(Simon Robinson) #7

@Aleksi_Alkio works perfectly, thank you

(Aleksi Alkio) #8

You’re welcome