Grandparent Form Record Linking
Hi everyone,
For everyone US based Happy Thanksgiving! Up early and trying to knock out a few things on the long To Do list while it is quiet :)
One situation I have is linking (navigation) back to a grandparent record.... Let me explain my situation.... Here is my app structure
Projects < Opportunities < Orders
On Projects I have a field for Project Name. It is a lookup on Opportunities and subsequently also on Orders, so its lineage follows from Projects to Opportunities to Orders.
When in an Order my users want a link or navigation method to get back to the root project. I placed Project Name on the form, and selected to make it clickable in form properties. However, since it comes from the Opportunities that is the record it returns my user to when clicked. How do I force it to bring back to the root of the lineage, the Projects? Or do I need to use a custom API button using a formula field to derive the current project number I am in? That seems a bit ridiculous from a navigation standpoint....
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Ivan Weiss
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For everyone US based Happy Thanksgiving! Up early and trying to knock out a few things on the long To Do list while it is quiet :)
One situation I have is linking (navigation) back to a grandparent record.... Let me explain my situation.... Here is my app structure
Projects < Opportunities < Orders
On Projects I have a field for Project Name. It is a lookup on Opportunities and subsequently also on Orders, so its lineage follows from Projects to Opportunities to Orders.
When in an Order my users want a link or navigation method to get back to the root project. I placed Project Name on the form, and selected to make it clickable in form properties. However, since it comes from the Opportunities that is the record it returns my user to when clicked. How do I force it to bring back to the root of the lineage, the Projects? Or do I need to use a custom API button using a formula field to derive the current project number I am in? That seems a bit ridiculous from a navigation standpoint....
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Ivan Weiss
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