Associate Record UI action in Interaction records.

Simanta27
Tera Contributor

‎02-13-2024 07:30 AM

Hi everyone, there is an UI action named "Associate record" on the Interaction form which allows users to associate the interaction record with any other record. I want to only show the HR related tables on the "Document table" field on the form, and subsequently only the HR related records on the "task" field. Can anyone advice how can I implement this in the UI action? Attaching screenshot for reference.

Thanks!

Simanta27_0-1707838182388.pngSimanta27_1-1707838196507.pngSimanta27_2-1707838208494.png

 

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salonibahri
Tera Contributor

‎11-21-2024 12:54 PM

Hi Dear,
Just wondering if you were able to achieve the above as I need to perform this task for incident your help will be appreciated.
Thankyou

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