Thursday, December 20, 2018

Create a Custom Formula Field that Sources a Related Record Linkable

 The following formula can be used to make any custom field that sources in a related record linkable.


In this example, the following formula was added to a custom field that resided on the Task record.  The task record has a Transaction field which allows you to link the task to a transaction record.  The below formula will populate the transaction number of that record and also make it linkable.


'<a href="' || to_number({transaction.ID}) || '">' || to_char({transaction.tranid}) ||' </a>'



I would recommend setting the Display Type equal to 'DISABLED' in the custom field.  This will prevent the field from being edited by users.


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