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Hi guys, any help here would be great. I am trying to make a list of records automatically send to me every 24h, this list is based on status, all of this works, but my problem is I can't seem to get the list to be clickable?

Tried both:

[Link Text][List of 'Base record URL']
and
[Link Text](List of 'Base record URL')

Any help to make these clickable would be great

 

 

Hello,

Try the following.

Remove everything within the message input zone

Click on the + sign and select "Find records":

My advice is to select the grid option:

Select the field values that you want in the grid and click insert:

It should look like this:

Regards,

Pascal

 

 


Hello,

Try the following.

Remove everything within the message input zone

Click on the + sign and select "Find records":

My advice is to select the grid option:

Select the field values that you want in the grid and click insert:

It should look like this:

Regards,

Pascal

 

 


Adding on to @Pascal_Gallais- 's solution:

To get the Grid to work you're going to need a long text field with rich text formatting turned on, and then in it you'll need to put the hyperlink to your record.  I'd recommend doing this with an automation:

Resulting in this: 


And your sent out email would look like this:

Link to base


Thanks @TheTimeSavingCo ,

I missed the point with the need for a link to the records.


The main reason why your link is not working is because you have a LIST of record URLs, and not a single URL in your link.

Adam and Pascal recommended using a grid in the email to break out the links for each individual record. 

Another possible option is to use a formula field to generate the markdown code for the link and then put a list of that formula field in your email. You would have to hardcode parts of the url, but it would not take up any automation runs. 


The main reason why your link is not working is because you have a LIST of record URLs, and not a single URL in your link.

Adam and Pascal recommended using a grid in the email to break out the links for each individual record. 

Another possible option is to use a formula field to generate the markdown code for the link and then put a list of that formula field in your email. You would have to hardcode parts of the url, but it would not take up any automation runs. 


Interesting!  I was playing with this and couldn't figure out how to get the grid / list to display the hyperlink, could you help me have a look at my setup to see where I'm messing up?

This is how my data looks:

And this is how the preview looks:

 


Thank you @Pascal_Gallais-  and @TheTimeSavingCo  that solution worked. I was curious though, is there anyway to update the order of the fields within this grid view?

Curious @kuovonne to hear a bit more about your solution aswell!

Thanks for the help everyone!


Thank you @Pascal_Gallais-  and @TheTimeSavingCo  that solution worked. I was curious though, is there anyway to update the order of the fields within this grid view?

Curious @kuovonne to hear a bit more about your solution aswell!

Thanks for the help everyone!


I believe the order is defined by the first non-personal view in the table


Adam & Steve,

If you create the markdown links in a formula field, you don't show the result in a grid. Show it as a plain text by making a new list of field values.

Here is one example formula:


Here's the result

 

 


Adam & Steve,

If you create the markdown links in a formula field, you don't show the result in a grid. Show it as a plain text by making a new list of field values.

Here is one example formula:


Here's the result

 

 


Ahh, that's by far the most elegant way to handle this, thanks for explaining it!


Ahh, that's by far the most elegant way to handle this, thanks for explaining it!



@TheTimeSavingCo wrote:

Ahh, that's by far the most elegant way to handle this, thanks for explaining it!


Thank you, and you're welcome!

I typed my original message on my phone, so wasn't able to get in much detail. But then on my reply, I was on a computer and was able to type more and get screen shots. I probably wouldn't have done that if you/Steve hadn't asked for clarification.


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