Introduction
Sharing a direct link to a record allows other members to quickly access specific data points for review, collaboration, or troubleshooting with the support team.
Prerequisites
Permissions: You must have a system role (owner, manager, or standard user) that allows access to the specific app.
Steps to Capture a Record URL
Navigate to the App: From the dashboard, select the app containing the record you wish to share.
Locate the Record: Use the Split or Table view to find the relevant record row.
Open Record Options: Click the Record Options button (indicated by the vertical ellipsis or arrow) at the start of the record's row in the record editor.
Select Open: From the pop-up menu, select Open.
Note: This will trigger a new browser tab to open specifically for that record.
Copy the URL: Highlight and copy the unique web address from your browser's address bar. This URL contains the specific record ID.
The copied URL can now be pasted into a message or email. When a permitted member clicks the link, they will be directed straight to the record editor for that specific entry.