Adding or Updating a Hyperlink

In some forms, you can add a hyperlink to your project. For example, you can add a hyperlink to equipment documentation, details on a resource, or external websites that contain information pertinent to a BP record. You can add hyperlinks to attribute forms in projects/shells, companies, and BPs.

If the Hyperlink picker functionality has been added to your project, forms with the functionality display a hyperlink name, such as vendor website or internal web page.

To add a hyperlink:

  1. Click the hyperlink area on the form (blue link ).
  2. Enter the hyperlink name and the Uniform Resource Locator (URL).

    Only the URL is required. If you enter the name and the URL, the hyperlink displays as the name you entered. If you only enter the URL, the hyperlink displays as the URL.

  3. Make sure that the URL adheres to accepted formats, such as starting with an approved protocol, followed by ://, and then followed by a host name or domain name.

    The system validates the specified URL based on the Uniform Resource Identifier (URI) provided by the administrator for your organization, if applicable, and on current standards for URLs.

    Examples of HTTP and HTTPS URLs:

    http://MyCompany.com

    https://YourCompany.net

    Examples of URLs that might include URIs authorized for use by your administrator:

    ftp://UserName:Password@MyCompany.edu

    ftp://private.ftp-servers.sample.com/MyDirectory/MyFile.txt

    Note: The URL should not reference the same domain that Unifier is using for operation. If you attempt to use the same domain, a warning message will result.

  4. Click Done.

To update a hyperlink:

  1. Click the hyperlink area on the form (blue link ).
  2. Below the URL text box, click Clear to remove the existing hyperlink.
  3. Enter a new hyperlink name and URL.
  4. Click Done.

Last Published Friday, April 11, 2025