Hello,
I recently updated from 7 to 8. Currently on 8.5.0. The old install was on a shared server with restricted permissions, so there were issues getting things to work. I installed 8 on a stand alone server so we could get around the permissions issues. When I created the modules, and loaded in exported data from the old system, I can not click on any of the records. When you click on the module, and click view, the list view populates with all the records that I imported, but there is no link or button to view the actual record. The list view is the only view that I have of the records. Additionally, when I create a new record in the same module, it displays the same way. I have no way to load the record and look at it.
I seem to remember back from the version 7 system, there was an option in Studio to say that this field was a link, but I canāt find that anymore. Adding the link=true into the code doesnāt work either.
What am I missing? I feel like itās something silly.
usually, there is a system required field - often the name - which is the link to the detail view.
If you check your list view (or your studio) do you have this field visible in your list view?
And youāre currently using the admin account for checking the system, right?
It is possible to do exactly what you described via the roles + permissions.
In what module are you? Can you try this in a standard module like leads or similar?
Do you have any customizations / custom code or only those two modules?
Hi Bastian,
Thanks for your response. When I created the module(s) it did come with a name field, but I had no real use for it. When I imported the data from the old CRM, I put useless data into those fields because I knew I wasnāt going to display it on the list view. Because it was required, I had to put something in there when I imported the data. After reading your post, I went back, and added the name field to the list view, and bingo, thereās the link. Itās got useless information, but it does open the correct record.
First, and foremost, thank you for this. But this brings up several other questions if you donāt mind.
Does the name field have to be the linked field? Can I set a different label or field to be the linked field to open the record? I seem to remember an option in earlier versions of Suite where there was a checkbox for āis a linkā or something along those lines.
If I canāt make another field a link, Can I rename the label without it affecting the linking operation? I know the field will stay the same, but if I was to change the label to āInspection Numberā or something like that, would that affect the operation?
Can you go into a little more depth regarding roles and permissions? Iām not sure what youāre referring to as āI can do exactly that with roles + permissionsā. I havenāt gone that deep yet, and thereās only a small number of people using the system Iām creating. Currently 2, will likely grow to 4 or 5 eventually. I didnāt think it would be necessary to set those up with such a small user base.
Hi RSP,
Thank you for this. I donāt think itās currently necessary for me based on our usage, but now I understand what Bastian was referring to. He wanted to make sure that there wasnāt a security group rule preventing the access or display. In the future, I do see a use for this as we are expanding geographically, and I could see a use for the North and South example this presenter offered.
Also, good to know about changing the label. I think Iād like to use that as a Plan B if I donāt have the option to add a link mechanism to the field I created.
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As for the label: Sometimes I use the name label as an important one, and just rename it.
For example, the lead module has a ānameā field - the last name.
So you can check your module, whether youāve got a text field which is usually filled, and just use the name field for that purpose and rename the label.
With the URL field you can generate a link - even one to the current record, but youād replicate standard features.
Then Iād rather go with custom code like rsp suggested, if you really have to.
But usually, I first try to move a purpose of a text field to the system required name text field (like the last name example) if possible.
, check out my video:
