Sunday, February 24, 2019

Add Link to Open the Opportunity Record for the Entity Record in a Customer Search

In the Results page of a Customer Saved Search, an option to open the Transaction Record associated with the Entity record is not available. However, this can be done using a Formula.

1. Navigate to List > Search > Saved Searches > New.

2. Select Customer.

3. Provide a Search Title.

4. In the Criteria tab > Standard subtab, set required filters.
5. In the Results tab > Columns subtab, add Formula(Text).

6. In the Formula field, use formula below:

'<a href="/app/accounting/transactions/'  || {opportunity.internalid} || '">Open Opportunity</a>'

7. Click Save and Run.

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