Creating links to records or views

As with other workspace tools, you can create a link that selects the tool in a custom tool. In addition, you can create a link that goes to a specific record or view in the custom tool. You can paste a link to a custom tool record or view into any tool that supports rich text, such as Notepad, Chat, or a rich-text field in another custom tool record.

 Note    Some forms in custom tools may not contain any rich text fields and therefore cannot be used for creating links.

Creating a link to a record

To create a link to a record:

1. Select the record you would like to link to.
2. On the Edit menu, click Copy Entry as Link.
3. Go to the rich-text location in which you would like to paste the link.
4. Right-click and select Paste.

If you want, you can edit the link text.

Creating a link to a view

To create a link to a view:

1. Change to the view you would like to link to.
2. On the Edit menu, click Copy View as Link.
3. Go to the rich-text location in which you would like to paste the link.
4. Right-click and then click Paste.

If you want, you can edit the link text.