You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Auto-filter Custom Object Based on Parent Service Request Using Smart Action and Action Chain

Hi Community,

We have created a custom Timesheet object and associated it with the Service Request (SR) detail page.

Using a Smart Action and an Action Chain, we configured a Log Time action. When an end user clicks Log Time from the SR detail page, it successfully opens the Timesheet object in a new tab.

Our requirement is for the Timesheet page to automatically display or filter records related only to the Service Request from which the user launched the action. Ideally, we would also like the associated SR to be preselected when creating a new Timesheet record.

Is there a supported way to pass the parent SR context to the custom object during navigation?

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!