Is it possible to create a custom button on a reco...
# general
l
Is it possible to create a custom button on a record that will route you to a saved search that will be filtered based on the record where the button was clicked without scripting? I am exploring the Add Button plus the Go to Page workflow actions but the saved search link is static. I can't modify the saved search link to dynamically change the parameters. I understand that I can do it via a custom field with a hyperlink but I was hoping it can be a bit fancier by having the usual buttons at the top of the record.
m
Hi Luis this is a limitations within workflows unfortunately . There are a few options but each have some drawbacks. You can make the saved search a custom center link then use the go to page action but this won’t be able to use the URL parameters to filter the search You can add some html to make this a button but it won’t display at the top with the rest of the buttons. It will be in with the form fields This article explains how to do it in a saved search but it works the same for inline html field https://www.mavencloud.tech/blogs/post/add-buttons-into-saved-searches
Also we developed a custom workflow action that does this exact function for you. You can go to any url and include url parameters https://www.mavencloud.tech/blogs/post/create-no-code-integrations-with-workflows
l
Thank you. Appreciate it!