TeamDesk follows a straightforward navigation logic that works well in most cases and usage scenarios. However, there can be cases when you may want to change it for some reason. In such situations, the Navigate action comes 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.

Please note that the Navigate action does NOT work with Time-Dependent and Periodic triggers. Also, it does NOT work if you add it as an action triggered by a Multi-Record button.

To create the Navigate action:

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

  2. In the General section of the form, enter the action name and write notes if needed.
    New Navigate Action

  3. In the Navigate dropdown, the following redirection options are available:

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

Moreover, if the New Record option is chosen, in the Navigate dropdown, the following After save options are available:

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

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

Example: New Booking Record

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

You created the "Add Related Booking" custom button with the Navigate action. The action should open a new Booking record form related to a certain Tour. So, a corresponding Tour Id value should be inserted into the "Tour" reference column field shown in a new Booking record form. To make this automatic insertion, you need an assignment, therefore when the action is created, click on the New button in the Assignments section:

Navigate Assignment

Fill in the "From" and "To" options to create the assignment, that will insert a value specified in the "From" field into the column chosen in the "To". As the result, the opened new record form will comprise this column value.

Fill in Assignment

From Tour
Enter the formula (or value) that will be later inserted into a predefined record field.
To Booking
Select the field (column) to which the From Tour value should be inserted.

When finished, click Save.

Navigate with Assignment

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