Define a Go to a Record Action
Use the Go to a Record Action to navigate to a specific Business Object record. Navigate to a record based on Relationship or Business Object, Field and Field value. For example, select a link on an Incident record to go to the Major Incident it is linked to.
Good to Know
- If the One-Step™ Action is set to go to an arbitrary record and multiple records that contain the specified value, the first record found is returned.
- If the selected Field references a foreign key field, you must specify the foreign key record ID as the value. See Finding Record IDs for Field Values.
- Go to a Record Actions cannot be run against a group of records.
To define a Go to a Record Action for a One-Step Action:
- Open the One-Step Editor.
- Add a Go to a Record Action to the Designer Board.
- On the General properties page, provide a name for the Action.
- Choose one of the following options:
Option Description Go to an arbitrary record Select this option to go to a record based on a Business Object, Field, and Field value. - In the
Business Object (ID) drop-down
list, select a Token that holds the name of the Business Object that contains
the record you want to go to. The drop-down list only includes Major Business
Objects unless you select the
Show All check box.
Example: select Incident.
- If you selected a Group Object, select the Token that holds its name or record ID from the Group Member drop-down list.
- From the
Field drop-down list, select a
Token that holds the name of the Field in the Business Object. You can choose
any Field.
Example: select Incident.Incident ID.
- From the
Value drop-down list, select or
provide an exact value for the chosen Field.
Example: provide 102035.
Go to current record in a relationship Select this option to go to a record based on a Relationship (navigate to a related record), and then select a Relationship from the drop-down list. You can choose any Relationship for the selected Business Object. - In the
Business Object (ID) drop-down
list, select a Token that holds the name of the Business Object that contains
the record you want to go to. The drop-down list only includes Major Business
Objects unless you select the
Show All check box.
- Select the Open New Record After Action check box to allow users to immediately view and edit the record.
- Define Annotation properties.
- Select Save.