Skip to main content
Question

URL label customization in New C360

  • 6 February 2023
  • 8 replies
  • 181 views

In the old C360, I used a string field from the Company object that contains a unique url to to our product for the particular company the CSM was viewing in C360. The unique url contains html code (see below example) at the beginning and end that caused it to display as a hyperlink with a simple and clean label ‘Login’. It worked perfectly. The CSM would simply click ‘Login’ and a new webpage would open and take them directly to the product login page for that particular company.

<a href=”unique url example.com” target="_blank" >Login</a>

 

It appears that string fields with url’s are no longer allowed in the new C360 so I had to create a new URL data type field in order to display the login url as an attribute. It’s a very long url so It’s not pretty to display it. I’m curious if there is a way to create a custom label for url’s so I can display ‘Login’ again like I had it before?

8 replies

romihache
Userlevel 5
Badge +5

Following!
We’ll potentially need to do something similar in the future and I would like to know if it is possible.

Continuous improvement is better than delayed perfection
romain
Userlevel 4
Badge +2

This is a functionality we lost between SFDC and NXT, and I had high hope we would regain it with Horizon, but we have not.

Romain Belvas
bradley
Userlevel 7
Badge +6

@Wes French I haven’t tried your exact use case of adding a token to the end of a URL in this context (though I have in Rules for CTA comments), but you should still be able to do this today, if I understand your requirements correctly (though maybe you’ve figured it out already).

 

The simple example just to have the URL as hyperlinked Text I did the following on the Company Object in Data Management:

  • Create String field (do not add a default value)
  • Name your field
  • Expand Advanced Options
  • Go to the bottom of the field menu and select “Create Formula”
  • Select “String Functions”
  • Concatenate
  • Delimiter = None
  • String 1 = <
  • String 2 = 'a href="https://www.google.com/" target="_blank">Click Me</a>
  • Save and Close

Then go to the C360 layout, add a field widget of your new field and you now have this:

 

You can also just add it in an attribute section of the Summary page, if you don’t want a giant tile just for the URL.

 

If you want to add a token to your HTML based on a company attribute, you’ll need to tweak the settings above. I would still select “none” as the delimiter, but depending on where your token is in the URL you’ll probably need to nest a few Concats together, e.g. 

 

but if it’s formulated right, I don’t see why that wouldn’t work. Hope that helps!

bytor104
Badge

@Wes French and @bradley I’ve run into this same issue where this functionality within String fields has been removed from the CTA Detail View Layout. I get a garbled URL mess wrapped in HTML tags where I expect to see my tokened/dynamic name. The weird part is that even though it displays as the html-wrapped URL in the CTA Detail View Layout, I can still see a viable clickable link in a Report on the same field. Gainsight has confirmed to me via a ticket that they have started to remove the ability mask URLs with HTML tags in certain areas of the product due to security concerns.

bradley
Userlevel 7
Badge +6

@Wes French and @bradley I’ve run into this same issue where this has functionality within String fields has been removed from the CTA Detail View Layout. I get a garbled URL mess wrapped in HTML tags where I expect to see my tokened/dynamic name. The weird part is that even though it displays as the html-wrapped URL in the CTA Detail View Layout, I can still see a viable clickable link in a Report on the same field. Gainsight has confirmed to me via a ticket that they have started to remove the ability mask URLs with HTML tags in certain areas of the product.

Interesting, are those plain string fields or formula fields as well as in my example? I agree, plain strings don’t seem to support it anymore, but I had tried it out with the formula and it worked as expected.

bytor104
Badge

@Wes French and @bradley I’ve run into this same issue where this has functionality within String fields has been removed from the CTA Detail View Layout. I get a garbled URL mess wrapped in HTML tags where I expect to see my tokened/dynamic name. The weird part is that even though it displays as the html-wrapped URL in the CTA Detail View Layout, I can still see a viable clickable link in a Report on the same field. Gainsight has confirmed to me via a ticket that they have started to remove the ability mask URLs with HTML tags in certain areas of the product.

Interesting, are those plain string fields or formula fields as well as in my example? I agree, plain strings don’t seem to support it anymore, but I had tried it out with the formula and it worked as expected.

Tried it as a formula field as per your reply in this thread, but still running into this issue.

bradley
Userlevel 7
Badge +6

@bytor104 you’ve possibly already figured this out by now, but in case anyone else sees this looking for answers, the case statement is the same but the field type will differ, depending on the application. I came across this again in my own work so figured I would update here as well:

 

  • If you want something to show up like Click this Link on a Report or 360 widget, you need to use a STRING data type.
  • If you want to have it show up like Click this link on a CTA layout, you need to use URL data type.

There might be other scenarios where you want one vs. the other, but the point is that the construction of the URL is identical between the field types, it’s just that the field types have different behaviors depending on where in the platform you want to use them. You may need both fields, and surface one vs. the other depending on your use case. Either way, your formula would look something like this, if you are referencing an SFDC record:

 

Concat (NONE,<a href=”https://YOURDOMAIN.lightning.force.com/lightning/r/OBJECTNAME/,

Concat (NONE,SFDC_RECORD_ID,

Concat (NONE,/view,

Concat (NONE,” target=”_blank”>,

Concat (NONE,DISPLAY_TEXT,</a>)))))

 

 

You’ll obviously want to replace the CAPS with your own info in the URL, and the “NONE”s are the delimiter for each Concat statement. For this, I ended up with a nest of 5 concat statements.

For the DISPLAY_TEXT, you can either tokenize it with some kind of Name field, if you want it to be dynamic, or just type in something static.

bradley
Userlevel 7
Badge +6

adding a cross post to this if you want to vote: 

 

Reply


Terms & ConditionsCookie settings