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I have a request to add a hyperlink to a Google Doc on our opportunity form. The link would be the same on every record, and is a static link that I don't want editable, but do want it to be clickable. I'd like it to automatically show up on all opportunity records using this form. I've played around with business rules and can't get it to work quite right. I could use some help/direction.
Thank you for your query.
I will recommend following approaches depending on the scenario:
1 - If you only need to display this hyperlink and do not need to store as data, you can create an HTML Web Resource and display it in the form. Here are steps to follow:
<html><head><meta><meta><meta></head><body onfocusout="parent.setEmailRange();" style="overflow-wrap: break-word;"><span style="font-family: undefined;">
<p><a href="https://google.com" target="_blank">Google Docs</a></p>
Please note, target="_blank" in the following line will open the link in the new tab.
<a href="">https://google.com" target="_blank">Google Docs</a>
2 - If you need to store this link with Opportunity data (for reporting or other purposes):
Here is the final look of the Business Rule:
The first link is using Web Resource and other is using field and a Business Rule.
Please note, you can also create a rea-time workflow to update the existing records with link value (for the second approach). This workflow can be executed on demand.
Thank you so much Wahaj! This was incredibly helpful. I'm going to give your blog a follow! I really appreciate it!
You are welcome.
Glad it helped :)
Hi WAHAJ thanks for the help , I want to put a button which when click open up my pdf file , for that I add a web resource as html and write the below code , the link get created but on click on it nothing happens
<a href="file://///172.23.123.11/fdgfd/ANNX_20201123124417_B.pdf">Link 1</a>
Hi Wahaj this works fine for http://www.google.com but when I want to open up a file on new tab and in href i give "file://///22.214.171.124/Myfiles/Document1.pdf" it did nothing and on console i see
"Security Error: Content at 126.96.36.199/.../ist_Test12 may not load or link to file://///188.8.131.52/Myfiles/Button_b.pdf.
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