Quick Links

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.

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

   

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}