Changes

Jump to: navigation, search
Using Variables to Create a Customized Login Hyperlink for Use in Email Bodies
A customized login hyperlink can be created that redirects to redirect the user to a specific record .  If the user is already logged in, or has the [[Personal Settings#Additional_Personal_Settings|Persistent Login]] enabled they will be brought directly to the record bypassing the login page. If not, they will be brought to the login page and, after logging in, they log inwill be redirected to the record.
==Step by Step Instructions==
#1. Click into the record to which you want the user to be redirected upon login.<br>#2. Ensure you are in edit mode.<br>#3. Take note of the record's [[URL]]. An example would be as follows: <pre style="white-space: pre-wrap; <nowikiwhite-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; word-wrap: break-word;">https://smartalias.smartsimple.com/Apps/app_editopportunity.jsp?nextlevel=1&appid=100073120073&matchlist=0&hr=0&companyid=249801123456&opportunityid=57788197654321</nowikipre>
Note that the syntax is:
<pre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; <nowikiword-wrap: break-word;">https://</nowiki>'''www.yourdomain.com'''<nowiki>/Apps/app_editopportunity.jsp?nextlevel=1&appid=application ID&matchlist=0&hr=0&companyid=company ID&opportunityid=opportunity ID</nowikipre>'''where * application ID is the unique [[Determining the applicationid|application ID]]'''of your {{UTA}}* company ID is the unique [[Determining the companyid|company ID]]* opportunity ID is the [[Determining the opportunityid|unique ID of the record]] 4. In a text editing program, re-order the components of the URL and edit it so that it matches the following syntax:<nowikipre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; word-wrap: break-word;">https://@url@/s_Login.jsp?dest=/Apps/app_editopportunity.jsp?nextlevel=1&matchlist=01&companyid=company ID&hropportunityid=0opportunity ID&companyidappid=application ID</nowikipre>5. For every character to the right of "s_Login.jsp?dest=", replace the following characters with their HTML analogues:{|class="wikitable" style="text-align: center;"|'''Replace this character...'''[[Determining the companyid|company ID]]'''...with this'''|-|?|%3F|-|=|%3D |-|&|%26 |}The URL in your text editor should now be in the following syntax:<nowikipre style="white-space: pre-wrap; white-space: -moz-pre-wrap; white-space: -pre-wrap; white-space: -o-pre-wrap; word-wrap: break-word;">&opportunityidhttps://@url@/s_Login.jsp?dest=/Apps/app_editopportunity.jsp%3Fnextlevel%3D1%26matchlist%3D1%26companyid%3Dcompany ID%26opportunityid%3Dopportunity ID%26appid%3Dapplication ID</nowikipre>''' Now, when your user follows the hyperlink above, upon logging in to SmartSimple, they will be directed to the specific record you have determined, using the company, opportunity and application IDs you have specified. ==Using Variables to Create a Customized Login Hyperlink for Use in Email Bodies== Frequently, the above syntax is used in the body of [[:Category:Email|SmartSimple emails]] to create a customized hyperlink to a specific record in a [[Determining UTA]]. The following variable options, can be used in the opportunityidbody of an email template or [[:Category:Workflows|opportunity IDworkflow]]email body (triggered against a Level 1 record), to create a customized login hyperlink that will bring the user to the specific record the hyperlink is emailed from: :*'''@objtoken@'''- returns token which can be used with instance url to access the current object in view mode ::recipient would see token e.g. %246F%2FIPCZpdvX%2B1VAxuTxIcGLQuErPi%2FYU3uNRMvTZBjY%3D :*'''@objtoken_view@'''<nowiki></nowiki>- returns token which can be used with instance url to access the current object in view mode ::recipient would see view mode token e.g. %246F%2FIPCZpdvX%2B1VAxuTxIcGLQuErPi%2FYU3uNRMvTZBjY%3D :*'''@objtoken_loginurl@'''- returns full login url with token, including the destination hyperlink to redirect the user to the object in edit mode #In a text editing program::recipient would see url, redesttoken parameter and edit mode token e.g. smart.smartsimple.com/s_Login.jsp?desttoken=%246F%2FIPCZpdvX%2B1VAxuTxIcGLQuErPi%2FYU3uNRMvTZBjY%3D :*'''@objtoken_view_loginurl@''' -order returns full login url with token, including the components of destination hyperlink to redirect the URL user to the following syntaxobject in view mode ::recipient would see url, desttoken parameter and view mode token e.g. smart.smartsimple.com/s_Login.jsp?desttoken=%246F%2FIPCZpdvX%2B1VAxuTxIcGLQuErPi%2FYU3uNRMvTZBjY%3D :*'''@loginurl@''' - returns full login url without token, including the destination hyperlink to redirect::recipient would see url only e.g. smart.smartsimple.com/
==See Also==
* [[Variable List]]
* [[Adding the SmartSimple Login to your Website]]
[[Category:Sign-Up Features]][[Category:System Management]]
Smartstaff, administrator
4,478
edits

Navigation menu