1. SuiteCloud Platform
  2. Customization
  3. Custom Records
  4. Creating Custom Record Types
  5. Creating Links to Custom Records

Creating Links to Custom Records

The Links subtab lets you create links throughout your account to access your custom records. When determining where to place links for the records, it's important to consider all roles that will be using the record type and how they will be using it to determine the most logical place for the links.

Important:

After you create a link to a custom record type, this link displays only for users with permission to access the custom record type

To add a link to a custom record:

  1. In the Center column of the Links subtab, select the center you want the link to be visible in.

    If needed, you can add links to this custom record in each center.

  2. In the Section column, select the tab you want the link to display on.

    The available tabs depend on the selected center. If a center hasn't been selected, no tabs are listed.

  3. In the Category column, select a category for your link, either a built-in one or a custom one you've created. For more information about creating custom categories, see Creating Center Categories.

  4. In the Links column, select the type of link you want to add to the menu:

    • To have the custom record list option display in the menu and open to the Custom Record List page, select Custom Record, where Custom Record is the name of the custom record. This option also adds New and Search to the menu.

    • To have the new custom record option display in the menu and open to the New Custom Record page, select New Custom Record, where Custom Record is the name of the custom record.

    • To have the search custom record option display on the menu and open to the Custom Record Search page, select Search Custom Record, where Custom Record is the name of the custom record.

  5. In the Label column, enter a name for this link.

    If you don't enter a label, the name defaults to the custom record type name.

  6. (Optional) In the Translation column, enter any translated names required for the link. Then click Done.

  7. (Optional) In the Insert Before column, choose where you want to place the link. If you don't provide a value in the Insert Before column, the link will appear below the last link in your chosen category.

  8. Click Add.

  9. Repeat these steps for each link you want to add.

    If you want to edit a link, click the line for that link and make changes as needed.

  10. Click Save.

Related Topics

General Notices