Re: Markdown URL From Formula Field
Accepted Solutions
You put the markdown into the wrong field. Per my example, it’s supposed to go into a long text field with rich text enabled. That’s how it produces the link. In your example, you put it into the field that’s supposed to contain the record that you’re updating. That record should come from the triggering step.
Not quite. In my example, {Site Name} is the name of a website, and will be shown as the text tied to the hyperlink. I should have included this screenshot to make that more clear:
In this test, {Site Name} and {URL} are both manual entry. After setting up the automation, typing/pasting the site name into the appropriate field created the markdown hyperlink in the {Link} field via the automation.
I couldn’t quite gather from your description if the target site is Slack or something else. If it’s always going to be Slack, then you won’t need a {Site Name} field. Once you’ve added a long text field with rich text enabled, your setup for that update step would look like this:
Does that make sense?
This could be done with the help of an automation that updates a rich text field based on the formula field’s output. Set the automation trigger to “When a record is updated”, and have it look for changes in the formula field (and optionally another field that’s used for the link text). The action would be “Update record”, and update a rich text field like this:
This works in a test that I just ran. I’m using two manual entry fields—one for the site name, one for the URL—but this should also work with a formula generating the URL.
Thans @Justin_Barrett. I’m getting an error when I try this but maybe I’m inputting something wrong?
To be more clear here’s the entire action: I don’t have anything in the “Site Name” column on my table (they are empty fields, assuming this automation will populate them) —am I understanding correctly?
You put the markdown into the wrong field. Per my example, it’s supposed to go into a long text field with rich text enabled. That’s how it produces the link. In your example, you put it into the field that’s supposed to contain the record that you’re updating. That record should come from the triggering step.
Not quite. In my example, {Site Name} is the name of a website, and will be shown as the text tied to the hyperlink. I should have included this screenshot to make that more clear:
In this test, {Site Name} and {URL} are both manual entry. After setting up the automation, typing/pasting the site name into the appropriate field created the markdown hyperlink in the {Link} field via the automation.
I couldn’t quite gather from your description if the target site is Slack or something else. If it’s always going to be Slack, then you won’t need a {Site Name} field. Once you’ve added a long text field with rich text enabled, your setup for that update step would look like this:
Does that make sense?
@Justin_Barrett one more question though, I can’t get the rich text field to display on slack now. Is that possible? The whole point of shortening this URL was so that it would show up nicely on slack. I was hoping adding the “site name” column (my “Resubmit Form” hyperlink) would show up in Slack… but it doesn’t turn back anything. Any advice there?
