Link to a Smart Action Using a URL

You can construct a URL that calls a smart action in the Redwood version of Sales. Construct this URL whenever needed and then use it as a deeplink. Depending on the smart action added to the URL, clicking the link will either execute a smart action without involving a UI (to delete a record, for example) or navigate directly to an open drawer on a Sales page (to create a record, for example).

To construct the URL, append the smart action ID as a parameter to the detail page URL.

  1. Obtain the smart action ID.

    You can retrieve the smart action ID from Application Composer.

  2. Obtain the URL of the detail page.

    For example:

    https://<servername>/fscmUI/redwood/cx-sales/application/container/accounts/accounts-detail?id=300000008600956&puid=38005&view=foldout
  3. Append the smart action ID parameter as follows:

    &actionId=<smart action ID>

  4. The resulting URL can be used to link to a smart action:

    For example:

    https://<servername>/fscmUI/redwood/cx-sales/application/container/accounts/accounts-detail?id=300000008600956&puid=38005&view=foldout&actionId=SDA-Delete-accounts

    Note that once the action is completed, the URL changes to:

    https://<servername>/fscmUI/redwood/cx-sales/application/container/accounts/accounts-detail?id=300000008600956&puid=38005&view=foldout&actionId=completed