Short URL

A Short URL is a convenient, user-friendly URL that can be used to access virtually any element of the platform.

Obtaining a Short URL

Clicking the tilted "figure-8" icon on a page brings up dialog that gives you a URL you can copy. You can put that URL into an email, a web page, or a bookmark. Any authorized user who follows the link goes directly to the targeted page in the platform.

Using that icon, you can get any of the following:

Application URL	http://{domain}/networking/application/{application_id}
Dashboard URL	http://{domain}/networking/dashboard/{page_id}
Document URL	http://{domain}/networking/document/{document_id}
Record URL	http://{domain}/networking/record/{record_id}   http://{domain}/networking/record/{record_name}
Report URL	http://{domain}/networking/report/{report_id}
View URL	http://{domain}/networking/view/{view_id}

Once you know the pattern, you can also simply type a URL that matches one of those patterns into your browser.

The Record URL is particularly worthy of note because, once things are set up properly, you can use the Record Name to define the URL. (More on that subject below.)

Record URL

A record URL is a URL that can be used to access a record in the platform. When viewing a record, you can get the record URL by clicking the Copy Short URL icon in the upper right corner of the record:

.

Considerations

• When a Record Name has been defined, the URL that is returned contains that name.
  For example: "http://.../record/Customer/ABC Co".

• When a Record Name has not been defined, the URL contains the record ID.
  For example: "http://.../record/Customer/123456789".

Record Name

When you create an Index on an object, it is possible to specify the object's Record Identifier (declared in Record Locators) as the index field.

When the Index you create is unqiue, that value becomes the "name" of the record. That name is then and it can used as part of a Record URL you specify.

For example:

• If the Record Identifier for the Customer object is specified as customer_name
  -and-
• A unique Index is created on the Customer object, with Record Identifier chosen as the index field.

Then

• It becomes possible to use "http://.../record/Customer/ABC Co" to access a Customer record,
  as well as "http://.../record/Customer/12345".
  -and-
• When you click the Copy Short URL icon in the GUI while displaying the record, the URL you are given to copy is "http://.../record/Customer/ABC Co".

Considerations

• Most Built-in or CRM objects have a name field, but no Record Identifier. For those objects, creating a unique index on the name field creates a Record Name that is used in URLs.
• One exception is Contacts, which have neither a name name field nor a Record Identifier. For those objects, it is not possible to define a Record Name. They can be accessed using a Record ID only.