Providing a Customized Hyperlink that Redirects the User to a Specific Record
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://smart.smartsimple.com/Apps/app_editopportunity.jsp?nextlevel=1&appid=100073&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 string, when used in the body of an email template or workflow email body (triggered against a Level 1 record), will create a customized login hyperlink that will bring the user to the specific record the hyperlink is emailed from:
https://@url@/s_Login.jsp?dest=/Apps/app_editopportunity.jsp%3Fnextlevel%3D1%26matchlist%3D1%26opportunityid%3D@opportunityid@%26appid%3D@apptype@
The following can be included in the body of a workflow e-mails to provide a link directly to the Level 1 or Level 2 and triggered the Workflow.
The user must already be logged into SmartSimple in their browser.
- Note that the window in the browser will only include the UTA record. The outer frame including the menu etc will not be present.
- Level 1 Edit Mode:
https://@url@/s_Login.jsp?dest=/Apps/app_editopportunity.jsp%3Fnextlevel%3D1%26matchlist%3D1%26opportunityid%3D@opportunityid@%26appid%3D@apptype@
- Level 1 View Mode:
https://@url@/s_Login.jsp?dest=/Apps/app_viewopportunity.jsp%3Fnextlevel%3D1%26matchlist%3D1%26opportunityid%3D@opportunityid@%26appid%3D@apptype@
- Level 2:
https://@url@/s_Login.jsp?dest=/Apps/app_editevent.jsp%3Fnextlevel%3D1%26matchlist%3D1%26eventid%3D@eventid@%26appid%3D@parent.apptype@
From a Level 2 Workflow to provide a link to the Level 1:
- Edit Mode:
https://alias.smartsimple.com/Apps/app_editopportunity.jsp?appid=123456&nextlevel=1&opportunityid=@parent.opportunityid@
- View Mode:
https://alias.smartsimple.com/Apps/app_viewopportunity.jsp?appid=123456&nextlevel=1&opportunityid=@parent.opportunityid@
