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Claris Engage 2025 - March 25-26 Austin Texas ×

going to related record in another file?


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Posted

is it possible to go to a related record in another file? Like a related record is shown in a portal and you just put a button next to that row that will take you to the related record?

Posted

Hi chasm,

You do this by either using the script step Go To Related Record (GTRR) using the same relationship as the portal, or by using the GTRR available when creating the Button. Put the Button in the first Row of the Portal. You can also check the box to show only related if you want.

HTH

Lee

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This topic is 7114 days old. Please don't post here. Open a new topic instead.

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