1 Reply Latest reply on Feb 6, 2012 1:17 PM by philmodjunk

    Linking Portal Records



      Linking Portal Records


      I am working on a dashboard and it is catching some parent records and displaying, now I want to link in the portal record so when a user clicks any records it opens the table/layout of that specific record.

        • 1. Re: Linking Portal Records

          When the user clicks a record in the portal, you want to see that record displayed on another record? If so, use this script from a button inside the portal row:

          Go To Related Record [Show only related records; From table: PortalTable; Using layout: "PortalTable" (PortalTable)]

          use your table and layout names in place of "portalTable".

          This will pull up a found set of all the portal's records and make the record of the row that was clicked the current record.