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GoTo Actions

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GoTo Actions

GoTo actions take users from a visit record page or list view to a specific section of Visit Engagement to complete tasks without scrolling.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.

GoTo actions are currently only supported for Visit Management. Configure them as custom actions with the Action Type set to App and the Target Type set to Internal.

The Target Parameters field specifies the object name of the section to scroll to on the Visit Engagement page. If you leave this field blank, the page opens without scrolling.

The value in the Target Parameters field is the API name of the section component to scroll to. The following are examples of common values.

  • ProviderVisitRqstSample — scrolls to the Practitioners section
  • ProductDisbursement — scrolls to the Samples section
  • PresentationForum — scrolls to the Content section
Note
Note GoTo Visit Actions aren't supported on the home page.

For setup instructions, see Create a GoTo Action and Hide GoTo Actions.

 
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