Difference between revisions of "Providing a Customized Hyperlink that Redirects the User to a Specific Record"
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(→Using Variables to Create a Customized Login Hyperlink for Use in Email Bodies) |
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| − | A customized | + | A customized hyperlink can be created 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 will be redirected to the record. | ||
==Step by Step Instructions== | ==Step by Step Instructions== | ||
| − | 1. Click into the record to which you want the user to be redirected | + | 1. Click into the record to which you want the user to be redirected.<br> |
2. Ensure you are in edit mode.<br> | 2. Ensure you are in edit mode.<br> | ||
3. Take note of the record's [[URL]]. An example would be as follows: | 3. Take note of the record's [[URL]]. An example would be as follows: | ||
| − | + | <pre style="white-space: pre-wrap; | |
| + | white-space: -moz-pre-wrap; | ||
| + | white-space: -pre-wrap; | ||
| + | white-space: -o-pre-wrap; | ||
| + | word-wrap: break-word;">https://alias.smartsimple.com/Apps/app_editopportunity.jsp?nextlevel=1&appid=120073&matchlist=0&hr=0&companyid=123456&opportunityid=7654321</pre> | ||
Note that the syntax is: | 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; | ||
| + | word-wrap: break-word;">https://www.yourdomain.com/Apps/app_editopportunity.jsp?nextlevel=1&appid=application ID&matchlist=0&hr=0&companyid=company ID&opportunityid=opportunity ID</pre> | ||
| + | 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: | 4. In a text editing program, re-order the components of the URL and edit it so that it matches the following syntax: | ||
| − | + | <pre 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=1&companyid=company ID&opportunityid=opportunity ID&appid=application ID</pre> | ||
5. For every character to the right of "s_Login.jsp?dest=", replace the following characters with their HTML analogues: | 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;" | {|class="wikitable" style="text-align: center;" | ||
| Line 26: | Line 45: | ||
|} | |} | ||
The URL in your text editor should now be in the following syntax: | The URL in your text editor should now be in the following syntax: | ||
| − | + | <pre 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%3Fnextlevel%3D1%26matchlist%3D1%26companyid%3Dcompany ID%26opportunityid%3Dopportunity ID%26appid%3Dapplication ID</pre> | ||
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. | 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. | ||
| Line 34: | Line 57: | ||
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 [[UTA]]. | 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 [[UTA]]. | ||
| − | The following | + | The following variable options, can be used in the body of an email template or [[:Category:Workflows|workflow]] 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@''' - 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 | ||
| + | ::recipient would see url, desttoken parameter and edit mode token e.g. smart.smartsimple.com/s_Login.jsp?desttoken=%246F%2FIPCZpdvX%2B1VAxuTxIcGLQuErPi%2FYU3uNRMvTZBjY%3D | ||
| + | |||
| + | :*'''@objtoken_view_loginurl@''' - returns full login url with token, including the destination hyperlink to redirect the user to the object 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== | ==See Also== | ||
* [[Variable List]] | * [[Variable List]] | ||
| − | |||
* [[Adding the SmartSimple Login to your Website]] | * [[Adding the SmartSimple Login to your Website]] | ||
[[Category:Sign-Up Features]][[Category:System Management]] | [[Category:Sign-Up Features]][[Category:System Management]] | ||
Latest revision as of 15:33, 13 March 2018
A customized hyperlink can be created to redirect the user to a specific record.
If the user is already logged in, or has the 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 will be redirected to the record.
Step by Step Instructions
1. Click into the record to which you want the user to be redirected.
2. Ensure you are in edit mode.
3. Take note of the record's URL. An example would be as follows:
https://alias.smartsimple.com/Apps/app_editopportunity.jsp?nextlevel=1&appid=120073&matchlist=0&hr=0&companyid=123456&opportunityid=7654321
Note that the syntax is:
https://www.yourdomain.com/Apps/app_editopportunity.jsp?nextlevel=1&appid=application ID&matchlist=0&hr=0&companyid=company ID&opportunityid=opportunity ID
where
- application ID is the unique application ID of your
- company ID is the unique company ID
- opportunity ID is the 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:
https://@url@/s_Login.jsp?dest=/Apps/app_editopportunity.jsp?nextlevel=1&matchlist=1&companyid=company ID&opportunityid=opportunity ID&appid=application ID
5. For every character to the right of "s_Login.jsp?dest=", replace the following characters with their HTML analogues:
| Replace this character... | ...with this |
| ? | %3F |
| = | %3D |
| & | %26 |
The URL in your text editor should now be in the following syntax:
https://@url@/s_Login.jsp?dest=/Apps/app_editopportunity.jsp%3Fnextlevel%3D1%26matchlist%3D1%26companyid%3Dcompany ID%26opportunityid%3Dopportunity ID%26appid%3Dapplication ID
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 SmartSimple emails to create a customized hyperlink to a specific record in a UTA.
The following variable options, can be used in the body of an email template or workflow 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@ - 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
- recipient would see url, desttoken parameter and edit mode token e.g. smart.smartsimple.com/s_Login.jsp?desttoken=%246F%2FIPCZpdvX%2B1VAxuTxIcGLQuErPi%2FYU3uNRMvTZBjY%3D
- @objtoken_view_loginurl@ - returns full login url with token, including the destination hyperlink to redirect the user to the object 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/
