The object link is an essential component of search views that is designed to provide users access to records. It provides a hyperlink on the displayed records section that allows users to link directly to records that are retrieved by the search. Without an object link, records appear on the displayed records section of the object's search screen, but users cannot access them.
However, object links are not necessary in search views that are designed for the purpose of creating reports. For example, you might want to use a search view for creating a list of all currently open Matter records, and you do not need a link to records in the resulting list.
Object links appear as the name, description, or number for the record, depending on the object. See the following table for a complete list of which field appears as the object link for each object.
Object Links in Search Views
Object |
Field displayed as object link |
|
Account |
Name |
|
Appointment |
Subject and Location |
|
Contact |
Person |
Last name, First name |
Company |
Company Name |
|
Contact Group (Address Book) |
Group name |
|
Document |
Name |
|
Expense |
Description |
|
Group |
Group Account |
|
History |
Description |
|
Invoice |
Invoice number |
|
Project (custom object) |
Name, Number, or both, depending on the setting of the Auto Numbering Pattern on the Unique ID tab of the object definition. |
|
Task |
Subject |
|
User |
Last name, First name [of contact record] |
|
