Monday, November 12, 2018

Add 'New Sales Order' hyperlink to a Customer Saved Search Results Page

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

2. Select Customer.

3. Provide a Search Title.

4. In the Criteria tab > Standard subtab, add required filters.

5. In the Results tab > Columns subtab, add Formula (Text):

6. Use the Formula:

'<a href='||{internalid}||'> New Sales Order</a>'

Note: You can add other Columns in the results page.

7. Click Save and Run.

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