Add a Link to a Form

Links allow form users to quickly navigate to other pages. These pages can be related to the object that the form itself runs against. For example, if you're making a form that shows information about a project, you can add a link that directs users to some page associated with that project.

Links can also take users to pages associated with objects that they highlight in tables that are also on the form. For example, you may have a form that has a table which lists projects. In this case, the link can point to a page that is associated with any project that the user has highlighted in the table.

Yet another use for links is to direct users to URLs outside of the app or to URLs within the app that are otherwise inaccessible through forms. For example, if you need to refer users to something like a spec, image, or anything else that exists elsewhere on the web, you can use a link in a form. The only limitation to form link URLs is that they have to start with https://.

The Context field determines which object a link corresponds to, and the Linked Page field determines which page opens when a user clicks the link.

To add a link to a form:

  1. In the object selector, select a workspace.
  2. In the sidebar, hover over Workflows and Forms, and select Form Design.
  3. On the Form Design page, select a form.
  4. On the Form toolbar, select the Hyperlink icon and drag it onto the form canvas.
  5. In the Properties: Link area, edit the link properties.

    If you also have a table on the form, and if you want to give users the option to highlight an object on the table and click a link to open some page associated with that object, set the Context field to Focused row in [table name]. Remember, with this setting, the link will point to whatever Linked Page is associated with the object the user highlights in the table.

    If you want the link to open an external URL, set the Linked Page value to External URL. Then, in the URL field, enter the external URL that you want to open when the user clicks the link. Remember, external URLs here have to begin with https://.

  6. Select Save.

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Last Published Tuesday, May 21, 2024