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Sep 18, 2024 03:19 AM
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
Sep 18, 2024 03:39 AM
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
Sep 18, 2024 07:30 AM
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:
Sep 18, 2024 07:34 AM
Thanks @TheTimeSavingCo ,
I missed the point with the need for a link to the records.
Sep 18, 2024 08:49 AM
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.
Sep 18, 2024 07:23 PM
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:
Sep 19, 2024 03:20 AM - edited Sep 19, 2024 03:33 AM
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!
Sep 19, 2024 05:32 AM
I believe the order is defined by the first non-personal view in the table
Sep 19, 2024 09:55 AM
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
Sep 19, 2024 08:07 PM
Ahh, that's by far the most elegant way to handle this, thanks for explaining it!