Solved: Automation with action of linktoform - Page 2

kevin_mjc · 09-02-2023 11:39 PM

Can we make automation that one of its action : go to another view within this app (linktoform) ?

I would like to do something like this :
An update to a row will have outcome : closed case or partially finished. If partially finished, then a new form will appear with some information from that row (something like linktoform)

TeeSee1

You may want to try setting a Go to another view within this app action to the Form Saved event of your form. You can set a trigger condition for the action and choose different forms to jump to or pre-set different values , etc. based on the case status.

Automation works in the background and what you described sounds like you want your user to see a new form immediately.

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