Oct 13, 2022 03:14 PM
Hi all,
I have a record picker in an interface. I need it to automatically do certain actions taking the name or ID from the record I click on the list.
Does anyone know if there is a way of retrieving the identifier of the record being clicked?
Does some trigger type detect that a record in the picker was selected?
I failed to find something searching through support articles.
Maybe someone can confirm whether such a feature was actually implemented in interfaces, or can suggest some smart trick.
Thank you.
Solved! Go to Solution.
Oct 13, 2022 06:36 PM
That’s not what I said. I said the record picker itself cannot trigger the automation.
You can trigger an automation from a button field linked to the record picker. Or you can include an editable field based on the record picker.
Oct 13, 2022 05:45 PM
A record picker by itself cannot trigger an automation. You can trigger an automation from a button element with a run automation action. Or you can trigger an automation from the user editing a field value for the record.
Oct 13, 2022 06:06 PM
Thank you, Kuovonne.
So, there is no way to trigger some processing depending on the record selected on the list.
For example, I want to automatically change a status field in records in another (child) table, that are linked to the record clicked in the picker (parent table).
Do you know a way to do this, from an interface?
Oct 13, 2022 06:36 PM
That’s not what I said. I said the record picker itself cannot trigger the automation.
You can trigger an automation from a button field linked to the record picker. Or you can include an editable field based on the record picker.
Jun 11, 2023 03:33 AM
You can cause automation from a button discipline linked to the record picker. Or you could include an editable area based on the record picker.