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ky_powell
ky_powell
Contributor ⭐️⭐️⭐️⭐️⭐️
April 16, 2019
New Idea

Linking URL's in reports

  • April 16, 2019
  • 11 replies
  • 1314 views
When running an opportunity report, it would be beneficial to be able to link to the opportunity just like all Account Names are linkable/clickable off account reporting. In SFDC, the one upside to having our reporting there is the ability to have clickable links to the various opportunities, products, etc so that a CSM can take more actions straight from a report.

I thought I saw something about Gainsight working on allowing URLs in reports for certain objects, is this still the case?

      11 replies

      keith_mattes
      keith_mattes
      Helper ⭐️⭐️
      April 16, 2019
      I'd like to vote this up as well. We've had lots of user stories for linkable items to SFDC objects, especially opportunities.

      Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
        lila_meyer
        lila_meyer
        Gainsight Employee ⭐️⭐️⭐️
        April 25, 2019
        Hi Ky,

        URL data type support is currently only available for MDA objects in reports. I think if you wanted SFDC records to be clickable hyperlinks in reports, you'd need to load the records to a custom field (w/ URL Data type) in an MDA object.

        Lila Krutel, Dir. Global Education Services
        pele
        pele
        Helper ⭐️⭐️⭐️
        April 26, 2019
        One thing you could do is add a HYPERLINK formula field to an sfdc object and add it to GS reports you're creating.

        For a give object, the formula would look something like this:

        HYPERLINK("https://your_domain_here.my.salesforce.com/" & Id , "clever_field_name_here" )

        The hyperlinked field will display in GS reports as a link and take you to the linked sfdc page.

        Different use case, but here's an example of a HYPERLINK formula field in a GS report:

        **this particular field pictured just links to a quick survey for our CSMs to give product feedback on behalf of their customers at any time.

          josephcrawford
          Contributor ⭐️
          July 7, 2021

          Hello:

           

          I ran into this similar issue last week - confirming I was able to build a hyperlink formula directly from the object and it works great. However, because it’s a URL field type, I am unable to group the new custom field.

           

          Are there any updates on being able to group reports by URL field type? I believe this request is on a few other community threads, but figured I’d start here to see if there was any updates.

           

          Thank you!

           

           

          Best,
          Joseph

           

            sai_ram
            sai_ram
            Expert ⭐️⭐️
            July 7, 2021

            @josephcrawford sorry for the inconvenience, I will work on it and get back to you. Thank you.

              rakesh
              Gainsight Employee ⭐️
              rakesh
              Lets put your data to work!
              July 9, 2021

              Hi All,

              I’ve converted this to an idea. Do upvote it if you want this feature. 

               

              I understand that this would be helpful. However, my understanding is that this hyperlinks only works for SFDC classic edition, not lightning.

              bradley
              bradley
              Expert ⭐️
              July 12, 2021

              Hi All,

              I’ve converted this to an idea. Do upvote it if you want this feature. 

               

              I understand that this would be helpful. However, my understanding is that this hyperlinks only works for SFDC classic edition, not lightning.

              @rakesh Not sure if this is applicable here, but you can get lightening URLs to work. You just need to make sure the URL is set up properly. I used Concat() to make one for a JO program. Namely you need to use the lightening pathway as well as force it to open in a new window with target=”_blank”. If you don’t force the link to open in a new page/window with lightening it won’t work.

               

              Concat(<a href=,
              https://yoursfdcdomain.lightening.force.com/lightening/r/object_name,
              Object_ID_Field,
              /view,
              ” target=”_blank”>,
              Display Text,
              </a>)

               

              Syed
              Contributor ⭐️⭐️⭐️
              July 5, 2022

              HI

              I am  using below URL to open new window in report or C360 layout but it does not work.

              Can you plz advise?

              Concat(<a href=",https://lightning.force.com/,Record ID, target="_blank", ”>,Link,<,/a>)

              bradley
              bradley
              Expert ⭐️
              July 11, 2022

              @Syed added my reply to you here: 

               

              Stuart
              Stuart
              Helper ⭐️⭐️
              December 8, 2022

              +1 to the request, it would be good to have automatic recognition of a url, or the ability to convert a string to a url field with the use of a formula field.

               

              That being said, @bradley’s explanation of converting the opportunity ID to a URL and wrapping in an ahref is working as of Dec ‘22.

               

              In DD I took the following steps:
              Grab your data including the 18 character Opportunity ID and the Opportunity Name

              Add a transformation:
              Use case fields for the following:

              Helper field one: string with:

              <a href="https://yoursfdcdomaininsertedhere/lightning/r/Opportunity/

              Helper field two: convert your Opportunity ID from an ID field to a string

              Helper field three: 

              /view" target="_blank">

              Helper field four: 

              </a>

              Save, and create another transformation from the above transform

              Add formula field > string > concat

               

              HelperField1, HelperField2, HelperField3, Opportunity Name, HelperField4.

               

              Note, this will show as a string when viewed in the DD explorer, however when the dataset is made universally, when the field is viewed in Report Builder it will show as a hyperlink with the Opportunity Name.

               

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