AnsweredAssumed Answered

Related record as a find script step?

Question asked by ezeitgeist on Nov 26, 2016
Latest reply on Nov 26, 2016 by ezeitgeist

Problem:

 

I currently have a solution that begins in a User layout (Dashboard), and has a button that triggers a "Go to Related Records" in a related table based layout. Then a script runs OnLayoutEnter. This script runs a Find Matching Records [ Constrain ] function (Constraining by UserID match of records in a different table related to the User -- meetings User attended), and then has a number of following steps (relating to PDF creation).

 

IF I just run the Find Matching Records WITHOUT the Go to Related Records happening first, it shows ALL the records, which I definitely don't want. The problem I have is that I am using WebDirect and integrating in the robot that creates a PDF for users and I cannot have the "Go to Related Records" button, it must be integrated INTO the OnLayoutEnter script.

 

How do I add that Go to Related Records aspect into the one script?

Outcomes