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Difference between revisions of "Quick Links"

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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.
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 [[Form Layouts]], 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 in the sidebar. Here, a Quick Link titled "Facebook" is shown.


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


==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 '''Designer > Data > Objects > Contacts'''
#Click '''Designer > Objects > Contacts'''
#Click the '''Form Layout tab > Elements > Add Field 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>

Latest revision as of 22:47, 5 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 in the sidebar. Here, a Quick Link titled "Facebook" is shown.

Quicklinks.png

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}