I feel like I'm having a case of the "Forgetful Fr...
# suiteflown
NS Admin
08/15/2025, 5:31 PMI feel like I'm having a case of the "Forgetful Fridays" but I need a Workflow that when the user clicks a button, it puts the record in Edit mode to they fill out a series of required fields. Just can trigger that edit mode...
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Edgar Valdes
08/15/2025, 5:41 PMWhy a custom Edit button? 🤔
Edgar Valdes
08/15/2025, 5:43 PMAnyway, maybe a script to redirect the same
url&e=Tn
NS Admin
08/15/2025, 5:43 PMIt's to drive a process. Click this button, go into edit mode, hidden fields appear due to process being invoked, and are required before save.
NS Admin
08/15/2025, 5:45 PMTrying to avoid a script b/c my predecessor has already riddled this custom record with too many. hahah
At this point, I'm just maintaining until I have the time to refactor.
This custom record drive almost all the renewal actions, so it's really important to the business ops.
NS Admin
08/15/2025, 5:45 PMI could have sworn I had done this before...but maybe im going insane
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MGBC
08/15/2025, 7:30 PMTo do this create a custom field on your record (same record type as the record).
Upon create set the value of this field to "Current Record". using a workflow
Then add your button
Transition to a new state upon button click
On Entry into the new state use the Go To Record Action.
Set your record type, then choose the custom field you made above as your field value in the Go to record action.
(as set Open In Edit Mode)
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NS Admin
08/17/2025, 7:15 PMThank you @MGBC
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