Adding a Dynamic Link in a User-defined Field

The Manage user-defined forms to display and collect data permission is required.

Configuration > [Onboarding (Transitions)] Administration > User-defined Forms

  1. Create a user-defined field.
  2. Click a user-defined form.
  3. In the Field Chooser, select the user-defined field you created. The field will be available under the Onboarding (Transitions)Process or Personal Info category.
  4. In the Selected Element Properties section, under Field Type, select URL.
  5. In the Selected Element Properties section, under Access Type, select Read-only.

    Access must be set to read-only to ensure the user cannot change the value of the URL.

  6. Click Save.