I have a requirement for adding feed notification based on particular action in a section, say marking a record inactive by making a boolean true. Once the record is inactive, the record related information and its connected Account should be posted in feed message in the below format,
The record connected to is inactive.
Screenshots added for better clarity.
Right now I am getting only the id of the record instead of the record with Hyperlink.
The record 5320276a-20a5-4396-b2fe-401da61a2a08 connected to 4d77085b-362d-4eb1-a120-cb32abb86f01 is inactive.
I would suggest to create a separate process parameter and add Formula element for a link and refer to that parameter from the Add element from your screenshot.
In order to do so, create a new process parameter "Contact record link" for example, then add Formula element as on the attached screenshot, "094718-crm-bundle.creatio.com" should be replaced with your site name, and as well, take into account to which section/page you are referring.
Once done, you can simply refer to "Contact record link" parameter.
Thanks for the detailed reply. I implemented a similar thing as follows (screenshots attached)
Step 1
I added a system setting for the link so that we can change it based on the env we install the package.
Step 2 :
Used the system setting in formula element in BP to assign it to a parameter.
Step 3:
Got the below output.
I would like to see a more user friendly readable format, something like Interaction Name in the link instead of the entire link being shown to the user!
As of now, it's pretty much the only way to display the link in the feed using basic system functionality. There could be other variants, however they will require implementation by code.
In detail Communication option for accounts and contacts, you can find the communication option Web - after the link is added to it you will be able to click it. To add this logic to your field check the code of this detail in OOB mobile application and mimic it for your field.
I have seen this field, but in the advanced settings it is hidden from me as it is a out of the box field. I cannot find it in any lead mobile page or lead edit page v2.
If you have source code for this, please provide me so that I can implement that on my field.
We have a usecase where a field on a section references a detail. Is there a way to hyperlink this field so that when user clicks it, they are directed to the edit page of the detail?
I have already added the "Displayed value" in the object settings. However, the name of the detail is not hyperlinked, rather it is a plain text. Please see attached images. The field I want to hyper link is "Reading".
