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andorfuhrer
Helper ⭐️
April 3, 2020
New Idea

Improve Data Designer to Allow URL back to CTAs

  • April 3, 2020
  • 12 replies
  • 310 views

It appears that data designer somehow strips away the URL feature to some fields like Call to Action Name, Success Plan Name if those objects are included in the data design. 

 

For example, I created a data design and brought in the Call to Action and User Object.  Merged both objects with the fields I wanted, one of which was the Call to Action Name. 

I created a report and applied it to a dashboard.  The report shows the Call to Action name, but it’s just a string text and the URL has been stripped.  As an end user, I cannot click on the Call to Action name to take me to that CTA.  I would now have to copy and paste the Call to Action name and search it via cockpit.  WOOF :(
It really kills adopting new reports designed via data designer bc the lack of functionality overshadows the innovative data gathering via data designer 

12 replies

Contributor ⭐️⭐️
April 17, 2023

Hi all - this is possible in data designer today.

I have a data designer fetching Call to Action data and merging with GS Opportunity data, in my report builder the CTA Name shows as a clickable URL.

I include the CTA GSID in my fetch and final data set. Perhaps that’s what is allowing this to be possible?

 

Did you have to do anything special with the GSID for the merge? I have the Success Plan GSID in my fetch and final data set but it still doesn’t have a link. Thanks for any help on this!

pchoe
Contributor ⭐️⭐️⭐️
February 29, 2024

I just brought in the CTA GSID and it provides a link now. I don’t even have the GSID in the Show Me portion and it works.