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?
New Idea
Linking URL's in reports
+3I'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
+5Hi 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.
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.
+4One 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:
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:
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
+1
+2Hi 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.
+8Hi 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.
Concat(<a href=,
https://yoursfdcdomain.lightening.force.com/lightening/r/object_name,
Object_ID_Field,
/view,
” target=”_blank”>,
Display Text,
</a>)
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>)
+8
+3+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,
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.
In reporting, its not possible to concat more than 2 fields using formula field to convert string to hyperlink.
Any workarounds?
Thanks a lot in advance.
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