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New Window Based on Current Field Info

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Warning:I am an FM noob. I barely know what I'm doing, but have managed to fight my way through things to get what I've needed. Sorry if this topic is in the wrong area. There's so many! Here's my current roadblock:

I have a layout which shows a short version of some fields. Let's call them "Name" and "Short description". I have a button which I want to take the user to the full description of the fields for this record (e.g. Name, Long Description and bunch of other fields). Also, the fields are in a Portal.

In my head, this is what I need to do, but I may be going the wrong direction:

1. Open new window when user clicks on button in portal row

2. Go to "full description" layout

3. Somehow switch to the record that was in the portal row that I just clicked the link from

Step 3 is where I'm lost. Do I somehow use the Find script steps?

Thanks!

In my head, this is what I need to do, but I may be going the wrong direction:

1. Open new window when user clicks on button in portal row

2. Go to "full description" layout

3. Somehow switch to the record that was in the portal row that I just clicked the link from

Step 3 is where I'm lost. Do I somehow use the Find script steps?

You have just described the Go To Related Record script/button step - so use that.

  • Author

Thank you so much! It worked.

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