Hi Shane
You could define a syntax in the Success section of the Custom Action, by selecting Open URL:
Use the function GetObjectViewUrl()
- objectID = CurrentObject()
- viewId = go to the Objects tab, search for View, select the relevant Gantt view
- expirationDate = set an expiration date, for example Date(2030,12,31)
- register = set to true
- moreInfo = set to true
The syntax could then look like the following:
{GetObjectViewUrl(CurrentObject(),'kn7csguri7ui3m9tytx59v2l385',Date(2025,12,31),true,true)}
This will redirect the user to the defined view in a new tab, but it won’t allow to click or select a different view.
Hope that helps
Hi @Limori - hope all is well.
Is there a way to do this relating to work items associated to the Project (e.g. Risks, Issues, Actions etc)
For example, have a custom action on the project to take the user to a view of the Project risks associated to that project (i.e. like they would normally see towards the bottom of the Project record).
Might seem a bit of a strange request, but we’re looking to have a sleeker main Project view, with custom actions that can then open / launch separate views / panels to the project related work items (like Risks).
Didn’t know if something like this is possible?
Many Thanks,
Sean
Hi Sean…. that is indeed a strange request - as the list of risks associated to the project are visible within the detailed view or even from the project list view.
If you create a view that is filtered to look only at risk associated to a specific project you could use she view URL and embed in a custom action - but that means different custom actions for different view, many different views for each project - this is just going to heavily load on system and possibly system performance and eating up your configuration quota.
I recommend to not go this path, but using the out of the box related item panels to see information in the right context.
Thanks Limor - that makes sense :)