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)
(Using Variables to Create a Customized Login Hyperlink for Use in Email Bodies)
 
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:*'''@objtoken@'''- returns token which can be used with instance url to access the current object in view mode  
 
:*'''@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  
 
:*'''@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  
 
:*'''@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  
 
:*'''@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
 
:*'''@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==

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

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/

See Also