Embedded Links in ReportsLast Updated: 07/02/2018 Introduced in Version: 2.0
This tutorial shows how to embed links in Report.
Links can be embedded in a Report in Decisions. To accomplish this, a specific OpenURLInlineField Calculated Column should be added to the Report. Next, this column should be connected to the desired field. This column can also use the 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 the Report and press OK to proceed to the Report Designer.
In the Report Designer, we add Account Data Source from Data Source > Common category in the Tool Box.
Next, we add the desired fields to our Report from the 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 the desired URL (in this example, we use the 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. In this Example, we use the Email Address field from Account Data Source. The displayed text of 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 purpose. We then press Ok to save and close this popup window.
This completes our Report. We can now save and close the Report Designer.
Back in the Designer Folder, we select Run Report from the report’s action menu to test our report.
The Report opens, and we can click the URL in specified column. First we click email@example.com link.
We can see that the Google search engine opens with the search results for firstname.lastname@example.org as expected.
Next, we are going to create a Flow that a user can run using a link in the Report.
In the Designer Folder, we click Create Flow from the Folder Actions panel.
We name our Flow and click OK to proceed to the Flow Designer.
We then locate Flow Input Data in the flow properties menu and click the Show Editor 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 now click Close to save and close the data definition popup window.
Using the Quick Add Step dialog, we locate the Send Notification step in All Steps [Catalog] > Communication category and add this step to our Flow.
Next, we connect our Send Notification step to the End Step.
We then configure our Send Notification Step. First, we click Add New to configure the NotifyUser field.
In the resulting popup window, we pick our current account and click Ok to add it to the NotifyUser list.
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 Send Notification message.
In the Text Merge Editor, we we select our previously established Flow Input Data.
We click Ok to save and close this Text Editor.
For Notification Subject, we define Mapping Type as Constant and configure desired Value.
This completes our Flow. We can save and close Flow Designer.
In order to build a URL to run the Flow, we need to get a URL to call our Flow. From the flow’s Action menu, we click Run [Advanced] > Integration > View Integration Details.
On the Integration page for our Flow, we will generate a Call Via Get URL for API calls and copy the resulting URL.
Next, locate Report that was created earlier in this tutorial and click Edit Report from its Action menu.
In the Report Designer, we click the Edit option for our OpenURLInlineField Calculated column.
Next, we replace the previously entered text with our generated URL to call the Flow. We paste the URL and we use as Email Address field from Account Data Source as the value for the Clicked Field parameter.
Next, we change the column Title to better reflect the purposes of our Link. When finished, we can save all changes and close the Report Designer.
We Run Report to test our Links. First, we click on email@example.com link… Notification pops up saying that we clicked firstname.lastname@example.org.
Next, we click different link… In this example, we clicked the email@example.com account. We should be able to see a new Notification with firstname.lastname@example.org as the Address.