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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). The values for the Record Type and Row Id parameters for the action link for the renamed Customer record type are shown in the following table.
The record type name must be spelled correctly. However, the field is case insensitive. TIP: For most record types, you can determine the original name of the record type for which you want to add a link, by opening 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: However, for a Custom Object record type, do not enter the record type name as it appears in the URL for the Custom Object Homepage. Instead, enter the record type name in the format Custom Object 01, Custom Object 02, Custom Object 03, and so on. For the Service Request record type, enter Service. For the Opportunity Product Revenue record type, enter Revenue. When adding an action link for the renamed 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: "@[html]"<a target=_top href=/OnDemand/user/AccountDetail?OMTGT=AccountDetailForm&OMTHD=AccountDetailNav&AccountDetailForm.Id="@">"@"</a> NOTE: The examples of code for action links in this topic might appear across more than one line due to length. The code for an action link must be entered as one line. If you copy and paste a code example from this topic, then the code might contain line breaks. You must delete any line breaks that occur in the code. 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 /OnDemand 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 code for the link is as follows: "@[html]"<a target=_top href=/OnDemand/user/OpportunityDetail?OMTGT=OpptyDetailForm&OMTHD=OpportunityDetailNav&OpptyDetailForm.Id="@">"@"</a> It is recommended that you use a relative URL rather than an absolute URL in the code for a link. 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. Before you begin. To perform this procedure, your user role must include the Analytics Scripting privilege. To add action links using URLs
The following example shows the code to use for a link on an asset record: "@[html]"<a target=_top href=/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: "@[html]"<a target=_top href=/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: "@[html]"<a target=_top href=/OnDemand/user/TaskDetail?OMTHD=ReadTaskDetail&OMTGT=TaskDetailForm&TaskDetailForm.Id="@">"@"</a> |
Published 6/21/2021 | Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices. |