Go to Tab Link
Solution No. 114
Navigates the user to the screen associated with the specified Tab Link. Use “the tab link screen” dropdown list to specify whether there is a relationship between the screen you are coming from and the screen you are going to. For example, you could have a customer screen with a “Create Invoice” button that, when clicked, creates an invoice for the current customer, by setting “is a child screen of the current screen”.
So Where Would We Use It?
The Go To Tab Link action is helpful when you want the user to be automatically directed to another screen in the same tab. It is useful for jumping to associated screens with related information.
To set the properties for this action, follow these steps:
1. Select Go To Tab Link from the Action dropdown list.
2. Select Tab Link from the dropdown list to specify which tab link the action will go to.
3. Identify the relationship for The tab link screen field from the dropdown list.
The choices are:
- Has no relationship – the screen you are going to has no relationship to your current screen.
- Has the same Active Record ID – the screen you are going to has the same Active Record ID as your current screen.
- Is a child screen of the current screen – the screen you are going to is a child screen (dependent) of your current screen.
- Has a specified Active Record ID – the screen you are going to has a specified Active Record ID.
4. If you selected “Has a separate Active Record ID” for Step 3, you must specify the Record ID; otherwise, proceed to Step 6.
The choices are:
- Type In – sets the condition to a value that the user types in manually.
- Action Result – sets the condition to a user-defined action result.
- Value From Screen – sets the condition to a value pulled from a specific field within the specified screen.
5. If you selected Type In for Step 4, enter the predefined value and proceed to Step 6; otherwise, specify a value from the dropdown list.
6. Check the If using with a Calendar, set for Series instead of Occurrence box; Uncheck to set condition to just one occurrence.
7. Enter Internal note (Optional).
8. Click Save & Close to save changes and close the action properties window; otherwise, click Cancel to close the window without saving.