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.
  • 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:

  1. Open the One-Step Editor.
  2. Add a Go to a Record Action to the Designer Board.
  3. On the General properties page, provide a name for the Action.
  4. Choose one of the following options:
    Go to an arbitrary record Select this option to go to a record based on a Business Object, field, and field value.
    1. 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.

    2. If you selected a Group Object, select the Token that holds its name or record ID from the Group Member drop-down list.
    3. 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.

    4. 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.
    Search for a record Select this option to search for a record.
    1. Select the ellipsis to open the Search Manager.
    2. Use the magnifying glass to define the search.
    3. Use the delete button to delete the search criteria.
    Open new record after action Select this check box to allow users to immediately view and edit the record.
    Continue on errorSelect this check box to continue the One-Step Action if the Action fails. Add a name to the text field to store the error as a variable to use later.
  5. On the Annotation page, define Annotation properties.
  6. Select OK.