Navigate

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 custom 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.
   

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

• New Record: The system redirects a user to an opened new record form. You can use the section with navigate action assignments to prefill form fields with some values if it’s needed.
• Edit Record: If a Create Record action (or an Update Record action) proceeds a Navigate action, the system will redirect a user to the edit form of the created (or updated) record.
• Preview Record: If a Create Record action (or an Update Record action) proceeds a Navigate action, the system will redirect a user to the view form of the created (or updated) record.
• Document: The system will redirect a user to the selected document generation page.
• Custom Button: The system will redirect a user to the selected custom button.
• Dashboard: The system will redirect a user to the selected dashboard.
• View: The system will redirect a user to the selected view.
• Custom URL: The system will redirect a user to the specified custom URL. As with Call URL actions, you can use <% %> to construct it dynamically.

For the New Record, Edit Record, and Preview Record options, the system will display the Table dropdown to choose the target table. In the case of Document, Custom Button, Dashboard, and View, the corresponding dropdown to choose the object will be displayed as well.

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

• Navigate Back: The system will go back to the page where the action was activated.
• Navigate to record’s preview: The system will go to the newly created record’s preview page.

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.

If you have several navigate actions linked to a custom button or record change trigger, only the first one will be used.

It’s not possible to perform navigation to a new window or new tab. The system will navigate to the specified location in the current tab.

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

• Create a custom button to open a new child record (related detail record) form directly from a parent table (master table) view, without the need to open the record preview form and using a new button from detail records.
• Open the preview form for a record created with the help of a create record workflow action linked to the custom button.
• Create a custom button to log document generation timestamp.
• and many others.

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:

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.

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.

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