Difference between revisions of "Quick Links"

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When a Quick Link is added via [[Forms]], a new section is created, titled "Quick Links", which is located after Record Information and before [[Related Information]].  
When a Quick Link is added via [[Forms]], a new section is created, titled "Quick Links", which is located after Record Information and before [[Related Information]].  


:[[Image:quicklinks.gif|none|thumb]]
:[[Image:quicklinks.gif]]


==Add a Quick Link==
==Add a Facebook Quick Link==
In this example, we add a Facebook Quick Link to the Contacts object. This quick link allows you to launch a Facebook search from Contacts record, and open that contacts' Facebook page, if it exists.
In this example, we add a Facebook Quick Link to the '''Contacts''' object. This quick link lets a user search Facebook from a Contacts record, and open that person's Facebook page, if it exists:
#Click '''[[File:GearIcon.png]] > Customization > Objects > Contacts'''
#Click '''Designer > Objects > Contacts'''
#Click the '''Form tab > Elements > Form Controls tab'''
#Click the '''Form tab > Elements > Form Controls tab'''
#Click and drag the 'Quick Link' element and drop it under the 'Quick Links' section of the form layout. Enter the following information:
#Click and drag the 'Quick Link' element and drop it under the 'Quick Links' section of the form layout. Enter the following information:
#;Title:Enter a title for the quick link, Facebook in this example
#:;Title:Enter a title for the quick link, Facebook in the example below
#;URL:<tt><nowiki>http://www.facebook.com/srch.php?nm={first_name}+{last_name}</nowiki></tt>
#:;URL:<tt><nowiki>http://www.facebook.com/srch.php?nm={first_name}+{last_name}</nowiki></tt>
#Click '''[Save]''', then click the [Save Changes] button on the next page.
#::where <tt>first_name</tt> and <tt>last_name</tt> are fields in the '''Contacts''' object
 
#:[[Image:addquicklink.gif]]
:[[Image:addquicklink.gif|none|thumb]]
#Click '''[Save]''', then click '''[Save Changes]''' on the next page.


The next time you view a contact record, you can search the contact on Facebook, because Contact's first and last name were passed as parameters to the Facebook search page.
The next time you view a contact record, you can search the contact on Facebook, because Contact's first and last name were passed as parameters to the Facebook search page.


'''Google Search Example'''
==Add a Google Search Quick Link==
 
Similarly, you can add a Google Search Quick Link using these parameters:
Similarly, you can add a Google Search Quick Link using these parameters:
;Title:Google Search
;Title:Google Search
;URL:<tt><nowiki>http://www.google.com/search?&q={first_name}+{last_name}</nowiki></tt>
;URL:<tt><nowiki>http://www.google.com/search?&q={first_name}+{last_name}</nowiki></tt>

Revision as of 01:37, 3 August 2013

Quick Links allow you to pass a value from a record's field to that URL.

Quick Links are ideal for linking web-based information lookups (in sites like Google Search, Facebook or LinkedIn). You will need to know how URL parameters are passed in order to use this feature.

When a Quick Link is added via Forms, a new section is created, titled "Quick Links", which is located after Record Information and before Related Information.

File:Quicklinks.gif

Add a Facebook Quick Link

In this example, we add a Facebook Quick Link to the Contacts object. This quick link lets a user search Facebook from a Contacts record, and open that person's Facebook page, if it exists:

  1. Click Designer > Objects > Contacts
  2. Click the Form tab > Elements > Form Controls tab
  3. Click and drag the 'Quick Link' element and drop it under the 'Quick Links' section of the form layout. Enter the following information:
    Title
    Enter a title for the quick link, Facebook in the example below
    URL
    http://www.facebook.com/srch.php?nm={first_name}+{last_name}
    where first_name and last_name are fields in the Contacts object
    Addquicklink.gif
  4. Click [Save], then click [Save Changes] on the next page.

The next time you view a contact record, you can search the contact on Facebook, because Contact's first and last name were passed as parameters to the Facebook search page.

Add a Google Search Quick Link

Similarly, you can add a Google Search Quick Link using these parameters:

Title
Google Search
URL
http://www.google.com/search?&q={first_name}+{last_name}