Trouble with Portals and navigating to another record
Ok So I have two portals showing two differnt tables (Table 1 and Table 2) on one Layout that is its own Table (Table 3)
Both Table 1 and table 2 are related to records in Table 4
table 3 Is also related to tables 1 and 2 ( Hence getting the portals)
Now the portal for Table 1 works great and when I do a navigate to related record on table 4 it takes me right there
However To Get Table 3 to relate to table 2 I had to make a copy of table to and relate to it that way But I need to do a navigate to related record in table 4 useing the portal in my layout for table 3. And its not working while it takes me to the layout it does not show me the related record I cant figure out even how it decides to show the Record it does but it is not tied to the record I put the button onto in the portal.
I have tried many ways of doing this and I cant seem to get it do I have to write a full blown script for it?
Your "copy of a table" is called a "Tutorial: What are Table Occurrences?". Make a new table occurrence for Table 4 and link it to your new table occurrence for table 2 exactly like 2 links to 4 in your original relationship. Specify this new occurrence of Tale 4 in Your Go To Related Records step.