docs: update URL Actions and Record Updates section - DONT MERGE UNTIL WORK IS RELEASED#68
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docs: update URL Actions and Record Updates section - DONT MERGE UNTIL WORK IS RELEASED#68katie-briggs wants to merge 1 commit into
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Pull request overview
Updates the “URL Actions and Record Updates” guidance in the URL actions documentation to reflect current in-app behavior when OPENURL() is triggered during edit mode, including the recommended SAVE() → OPENURL() sequencing and platform navigation differences.
Changes:
- Replaces outdated guidance about edit-mode blocking with current behavior (draft-save prompt on
OPENURL()from edit mode). - Documents the recommended pattern (
SAVE()beforeOPENURL()) to avoid confirmation prompts on iOS and Android. - Adds a note describing Android vs iOS navigation history behavior.
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| To properly handle this, call SAVE() after OPENURL(). This ensures that when you return to the record via URL actions, it opens fresh and ready for updates. No newline at end of file | ||
| * **URL Actions and Record Updates**: When `OPENURL()` is triggered while a record is in edit mode, Fulcrum will prompt you to save the current record as a draft before opening the new record. This prevents data loss and ensures the target record opens fresh and ready for updates.\ | ||
| **Recommended pattern:** Call `SAVE()` before `OPENURL()`. When `SAVE()` is called first, the current record is saved automatically and the app navigates directly to the target record without displaying a confirmation prompt — on both iOS and Android.\ | ||
| \ |
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Summary
Updates the URL Actions and Record Updates note in the
# Notessection of the URL actions documentation due to changes from this epic: https://fulcrumapp.atlassian.net/browse/FLCRM-20516.Changes
SAVE()afterOPENURL()) with accurate, up-to-date guidance:OPENURL()while in edit mode prompts the user to save as a draft before opening the target record.SAVE()beforeOPENURL()to skip the confirmation prompt on both iOS and Android.File changed
docs/DOCUMENTATION/developer-information/url-actions.md