Previously, when displaying investment- or idea-related data in report tables, users could only view it as static text. There was no way to navigate directly from a table entry (such as a project or idea name) to its detailed record in Clarity. This limited workflow efficiency and made it difficult for users to quickly access and review contextual details for specific investments or ideas.
In Clarity 16.4.0, the Report Designer introduces a new
Add Link action for
Name and
ID columns within tables. This enhancement allows report designers to create clickable links that navigate directly to the corresponding record in Clarity. It applies to both
Investment and Originating Idea objects, making it easier for users to move seamlessly between summarized reports and detailed item views.