Navigate

TeamDesk has straightforward navigation logic which works well in most cases and usage scenarios. But there can be the case when you may want to change it for some reason. In that case Navigate action come in handy.

You can link a navigate action to any record change trigger or custom button and redirect a user to another location after the system performs the action.

To create the Navigate action:

Select the Navigate option in the action type list and fill out the form as described below.

In the General section of the form enter the action name and write notes if needed.

In the Table dropdown select a table where a new record should be created.

In the Navigate dropdown the following redirection options are available:

Option

Description

New Record

System will redirect user to the new record form. You can use navigate action assignments section to prefill form fields with some values if needed.

Edit Record

System will redirect user to the edit record form.

Preview Record

System will redirect user to the preview record form.

Custom Button

System will redirect user to the selected custom button.

Document

System will redirect user to the selected document generation page.

View

System will redirect user to the selected view.

Dashboard

System will redirect user to the selected dashboard.

Custom URL

System will redirect user to the specified custom URL. As with Call URL actions, you can use <% %> to construct it dynamically.

Edit Record, Preview Record, Custom Button and Document options require some “current” record to work properly. Depending on a table selected for navigate action, TeamDesk will use the last created record or current record as an action context. If there is no table match, then navigate action will be ignored.

Using navigate action you’ll be able to implement the following scenarios:

Create a custom button to open new child record (related detail record) form directly from a parent table (master table) view without the need to open record preview form and using new button from detail records;

Open preview form for record created with help of create record workflow action linked to the custom button.

Create a custom button to log document generation timestamp.

and many others.

Let’s consider an example where a Navigate action creates a new Booking record related to a Tour. Say, there is One-to-Many relation, each Tour master record can be related to many Bookings detail records.

You have created the “Add Related Booking” custom button with the Navigate action. The action should create new related bookings, so, the Tour Id value should be inserted into the Tour reference column kept in every Booking. For doing this you need an assignment, therefore when the action is created, click on the New button in the Assignments section:

Use the following form to create the assignment. It will assign the specified column value to the created record:

From …

In the From Tour field enter the formula (or value) used to create a value that will be later inserted into a predefined record field.

To …

From the To Booking list select the field (column) to which the From Tour value should be inserted.

When finished, click Save.

If it’s needed, you can add many assignments to one action.

Next: Managing Workflow Actions