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Brooks Kreutzer 10
'Create a Record' Action Navigation
Scenario: I currently have an Action associated with the Account object that creates a new Opportunity, with fields mapped to that new Opportunity, from the Account where the user clicks the Action. I am attempting to replicate an existing business process that uses a URL hack embedded in a JavaScript button in classic. The action does everything that I need it too, except for navigating to the newly created Opportunity.
Question: Is there a method using Flows, Process Builder, or some other means, to make a 'Create a Record' Action automatically navigate to the newly created record, without the user needing to click a link in the related list, after the Action runs?
Note: I am trying to do this without writing any code, using only Administration.
Question: Is there a method using Flows, Process Builder, or some other means, to make a 'Create a Record' Action automatically navigate to the newly created record, without the user needing to click a link in the related list, after the Action runs?
Note: I am trying to do this without writing any code, using only Administration.
Option 1:
Check what is being used in action. If you are using recordEditForm, then you can use onsuccess event to navigate to the record. Option 2:
You can use force:createRecord. Fire this event on the init of the custom component which is being used in action. After the record creation, it will automatically navigate to the created record.
Thank You
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