Search and Link Quick Action
About the Search and Link Quick Action
The Search and Link Quick Action block searches for and links one business object record to another record. For example, you can link an employee record to an incident record. You can only link records in a relationship with your associated business object.
Parameters
You can access parameters for the Search and Link Quick Action block using the Block and Common tabs of the Settings pane. For more information on the Common tab settings, see About Record Quick Actions.
Block Tab
Access and configure block-specific parameters on the Block tab of the Settings pane.
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Condition Editor: Click Condition Editor to open the Condition Editor workspace in the Graphical Action Designer.
- Relationship: The relationship between the current business object and the business object to which you want to link. Select the desired relationship from the dropdown menu.
The relationship you choose will dictate how the resulting dropdown menus and options populate and interact.
- Where: When you select the relationship, the first of three dropdown menus populates with the master and related fields to evaluate and link.
- Find Where: Choose the relationship for the master field.
- Operator: Specify the comparison operator.
- String: A string to use for comparison.
- Expression Editor: Click the f(x) icon to open the Expression Editor to enter an expression to use for comparison.
Adds another parameter to the search. Use the dropdown menu to select whether you want this to be an AND or an OR search parameter.
Deletes the search parameter.
- Relationship: The relationship between the current business object and the business object to which you want to link. Select the desired relationship from the dropdown menu.
Click Save to commit your settings.