This is partly a PSA but also a request for Gainsight to have some unity in how fields work across the platform. Maybe this is already being addressed somewhere, but doesn’t seem like it is at the moment.
- 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.
I have tested this, and while in both cases the link is clickable, the text displays as the URL itself vs. the display text depending on the field type and location you display it. My ask is to have a consistent behavior, at least across a singl data type, regardless of where it displays.
