The Go To Screen action redirects a user to any screen in any app in Method, provided the user has permission to see that screen or app.
First dropdown - the app to navigate to.
Second dropdown - the screen within the app to navigate to.
Open In: How a screen will open if currently in the app ribbon panel
Current Panel - Remain within app ribbons panel.
Main Panel - Open up in new screen.
Use Account Preference - Stick with what is defaulted in Account Settings Display.
Set a screen Active RecordID: See next section.
After navigation: what to do with the current screen.
Close this screen - The screen will be removed from cache.
Keep this screen in currently open list - The screen will be retained in the browser cache and may retain the Screen Active Record ID. However, screen events will still trigger.
Refresh the destination screen after navigation: Refresh the controls of the destination page.
Set a Screen Active RecordID
When navigating to the new screen, there are two choices for setting the Screen Active Record ID.
Set Active RecordID - set Screen Active Record ID to a specific value. Normally used to edit a record.
Clear screen - clear the Screen Active Record ID for a new entry.
Depending on the choice, options will change. For more information on the Screen Active Record ID, see the article "Set Active Record ID for Screen Action".
SET ACTIVE RECORDID
Use this Active RecordID: choose the Record ID to put into the Screen Active Record ID. This is often used when a row is clicked on a grid, and this action is used to take them to a screen where they can edit that record.
When navigating to another screen, you can clear the Screen Active Record ID, which is useful for screens when entering new records. You can prepulate fields on the destination screen with values.
Parameters: Choose fields on the destination screen you want to prepulate.
Field - A control on the destination which can have its value set.
Populate using this value - The value you to enter into the field.
⊕ Add another parameter: Add another field to prepopulate.
One common use for the Go To Screen action is the Back link on every screen. It uses the browser's history to go back to the previous page. Note how the parameters have changed for this option.
Edit Record on Row Click Event
Another common use for this action is to pass the RecordID of a record clicked in a grid to another page.
In the below example, note how the Use this Active RecordID is set to GridExample - Record ID.
GridExample refers to the grid control
Record ID refers to the column.
When used in conjunction with a Row Click Event, this will only contain the data from the specific row clicked.
Prepopulating the Contact in an App Ribbon
When viewing a contact's app ribbon, some screens allows you to create a new record of that app ribbon. For example, when viewing an activity, you can click ⊕ New Activity:
This creates a new activity with the Contact dropdown prepopulated with the contact you are viewing.
If you were to customize that screen, Panel - Activities Open (Contacts), you will find a text object called
Contacts that holds the Record ID of the contact being viewed.
Contacts object is used when ⊕ New Activity is clicked. Its Go To Screen action goes to the New / Edit Activity screen, clears the Screen Active Record ID, and sets its Contacts dropdown to the above
Contacts text object.