Embedded Links in ReportsLast Updated: 07/29/2016 Introduced in Verision: 2.0
This tutorial shows how to embed links in Report.
Links can be embedded in a Report in Decisions. To accomplish this, specific OpenURLInlineField Calculated column should be added to the Report. Next, this column should be connected to the desirable field. Moreover, this column can use current field value as an input for URL query or as text for the Link. This tutorial explains how to configure OpenURLInlineField Calculated column to open web page or to run a Flow using a field value from the Report as an input in URL query.
We begin in the Designer Folder by pressing Create Report > Create Report from Folder Actions panel to create a new Report.
Next, we name Report and press Create to proceed to the Report Designer.
In the Report Designer we add Account Data Source from Data Source > Common category in the ToolBox.
Next, we add to our Report desirable columns from Account Data Source.
Then, we expand Calculated Columns category and add OpenURLInlineField column to our Report.
In the resulting popup window we can configure our URL column. First, we configure URL by clicking ellipses. In the Merge Text Editor we type desirable URL (in this example url with query parameter for google search) and as a value for the search parameter we use Email Address field from the Report Data Source.
Next, we define text for our URL. Mention, in this Example we use Email Address field from Account Data Source. In this case the text for our URL will reflect the value of the current field (Email Address of the current Account).
Finally, we change our Column’s Title to reflect its purposes. We can press Ok to save and close this popup window.
This completes our Report. We can save and close the Report Designer.
Back in the Designer Folder we locate the Thumbnail for our Report and from its Action menu we click Run Report to test our Report.
Report opens and we can click the URL in specified column. First we click email@example.com link.
We can see that Google search engine opens as expected with the search results for firstname.lastname@example.org.
Back in our Report we click different field. For example: email@example.com…
And, Google search engine opens with search results for firstname.lastname@example.org.
Next, we are going to create a Flow that user can run using a link in the Report.
First, in the Designer Folder we click Create Flow from Folder Actions panel.
We name our Flow and click Create to proceed to the Flow Designer.
In the Flow Designer with Start Step selected we locate Flow Input Data box and click Add New link to add an input to our Flow.
In the resulting popup window we name our Input Data and define its type as String. We can click Ok to save and close this popup window.
Next, using Flow Designer Wizard we locate Send Notification step in All Steps [Catalog] > Communication category, and add this step to our Flow.
Then, using Flow Designer Wizard we expand Steps In This Flow category and connect our Send Notification step to the End Step.
Using Step Information Wizard we can configure our Send Notification Step. First, we click Add to configure NotifyUser option.
In the resulting popup window we pick admin account and click Ok to add it to Notification list.
Next, we define a mapping type for Notification step as Text Merge.Plain.
We click Show Editor button to configure the text that will show up in the Notification message.
In the Text Merge Editor we use our Flow Input data value to reflect data that was input into Flow.
We click Ok to save and close this Text Editor.
For Notification Subject we define Mapping Type as Constant and configure desirable Value.
This completes our Flow. We can save and close Flow Designer.
In order to build URL to run the Flow we need to get URL to call our Flow. We will make an API call. In the Designer Folder we locate a Thumbnail for our Flow. From Action menu we click Run [Advanced] > Integration > View Integration Details
From the Integration page for our Flow we generate URL for API call and copy Call By Get URL.
Next, locate Report that was created previously in this tutorial and click Edit Report from its Action menu.
In the Report Designer we click Edit option for our OpenURLInlineField Calculated column.
Next, we edit our URL to call the Flow. We paste URL for the API Flow call and as value for ClickedField parameter we use Email Address field from Account Data Source.
Next, we can change Column Title to reflect the purposes of our Link. When finished, we can save all changes and close the Report Designer.
Next, we click different link… In this example we clicked designer account. We should be able to see a new Notification with email@example.com Email Address.