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Adding Action Links to AnalysesYou can add action links to an analysis. You can use action links to access record detail pages by clicking links on records in analyses available in the Analytics tab. You add action links using the following methods:
About Record Type Names in Action LinksWhen you add an action link, you must use the original record type name in the code or URL that adds the link. If your company administrator has changed the names of record types in Oracle CRM On Demand, you must determine the original name of the record type where you want to add the link. For example, your company administrator might have renamed the Account record type so that is now called the Customer record type. If you want to add an action link to a result for the Customer record type, the action link that invokes a Browser Script or URL must refer to the Account record type (that is, the original name of the record type). Depending on the type of link that you want to create, use the record type name in your action link that invokes a Browser Script or URL. When adding an action link for the Customer record type (originally the Account record type) using Action Link script, use the account record type name in the link prompt. When adding an action link that invokes a Browser Script for the Customer record type (originally the Account record type, the prompts from the above photo should be as following:
When you provide the Record Type Value in the script prompt, the record type name must be spelled correctly. However, the field is case insensitive. The following record types can be provided in this field: Opportunity, Account, Contact, User, Service, Lead, Campaign, Partner, Solutions, Revenue, Appointment, Task. TIP: To determine the original name of the record type for which you want to add a link, open the Homepage for the record type. The URL in the Address field in your browser window shows the original name of the record type. In the example where the Account record type was renamed to Customer, the Customer Homepage shows the following URL: When adding an action link for the Customer record type (originally the Account record type) using a URL, use the Account record type name in the URL, as shown in the following example: http://"@[html]"<a target=_top href=https://server_name/OnDemand/user/AccountDetail?OMTGT=AccountDetailForm&OMTHD=AccountDetailNav&AccountDetailForm.Id="@">” @”</a>" TIP: To determine the correct URL for the Detail page for a record type, open the Detail page for any record of that record type. In the Address field in your browser window title bar, copy the relevant part of the address string, from http to Id=. In the example where the Account record type was renamed to Customer, the URL is copied from the Detail page of a Customer record. In some cases, the full record type name is used in all places in the URL for a record type detail page, as is the case with the URL shown in the preceding example. However, in other cases, an abbreviated version of the record type name is used in certain locations in the URL. For example, if the record type for which you are adding the link was originally the Opportunity record type, the URL is as follows: http://"@[html]"<a target=_top href=https://server_name/OnDemand/user/OpportunityDetail?OMTGT=OpptyDetailForm&OMTHD=OpportunityDetailNav&OpptyDetailForm.Id="@">” @”</a>" To add action links using an Action Link that invokes a Browser Script
The following procedure describes how to add action links using URLs. You can use this procedure to add action links for any record type. To add action links using URLs
The following example shows the code to use for a link on an asset record: http://"@[html]"<a target=_top href=https://server_name/OnDemand/user/AssetDetail?OMTHD=AssetDetailNav&OMTGT=AssetDetailForm&AssetDetailForm.Id="@">"@"</a>" The following example shows the code to use for a link on an appointment record: http://"@[html]"<a target=_top href=https://server_name/OnDemand/user/ApptDetail?OMTHD=ApptRead&OMTGT=ApptDetailForm&ApptDetailForm.Id="@">"@"</a>" The following example shows the code to use for a link on a task record: http://"@[html]"<a target=_top href=https://server_name/OnDemand/user/TaskDetail?OMTHD=ReadTaskDetail&OMTGT=TaskDetailForm&TaskDetailForm.Id="@">"@"</a>" |
Published 7/3/2018 | Copyright © 2005, 2018, Oracle. All rights reserved. Legal Notices. |