Hyperlink

In notification templates, hyperlinks can be included to provide clickable links within the notification content. Hyperlinks allow users to easily navigate to specific web pages or perform actions by clicking on the link.

This is to let the recipient to navigate to the record that triggered the notification, provide approvals or rejections, and provide feedback.

• Add Hyperlink

• Configure

• Delete

Add Hyperlink

To add an Hyperlink on the Notification Designer, perform the following steps:

1. Select Hyperlink and click +Add New to configure a new clickable link on the Notification Template.

   

   Figure: Hyperlink
   

2. Hyperlink configuration screen is displayed.

   

   Figure: Add Hyperlink
   

3. Enter the required details in the appropriate fields.

   Field	Description
   URL Name	Enter URL name, this name is for the reusable element within any template.
   Active	Enable to have URL active on the Template.
   Address	Append to the base URL to make the whole URL. This is a read-only text field.
   Label	Enter Label name for the Hyperlink. This is a clickable text that would lead the user to the URL.
   Form	Select Form from the dropdown, these are the forms by which the Table is used by.
   Sub Form	Select SubForm.
   Popover Form	Select Popover Form, this to be used if the URL is led to a pop-up form.
   Submit	Click Submit, to save changes to the hyperlink element that are only local to that notification canvas. Figure: Added Hyperlink
   Cancel	Click Cancel, to close the pop-up without saving changes.

For the URL accessibility and its flow on the notification, refer to the following:

Algorithm that explains URL Generation at Runtime

The final URL that is included in the email is computed at runtime when the email is triggered by a Business Rule, Workflow or Scheduler.

1. First the URL address is determined from the backend table, based the domain & sub-domain of the recipient.

2. The record identifiers are extracted from the Business rule, Workflow or Scheduler that triggered the Notification.

3. This is added to the URL address.

Figure: URL Generation

The browser will first lead the user to the login page, if needed, before directing to the record.

Note

The hyperlink may not work for any reason and in that case, the browser will lead the user to the default landing page.

Configure

To configure the add Hyperlink, perform the following steps:

1. Click on the vertical ellipsis and select Configure.

   

   Figure: Hyperlink
   

2. Hyperlink configuration screen is displayed.

   

   Figure: Configure Hyperlink
   

3. Make the required changes and click on the following action buttons to act on the configuration.

   Action Button	Description
   Save As	Click Save As to create new Hyperlink this makes the current URL as a reusable element. Upon performing this action, Hyperlink pop-up is displayed. Enter URL name and click Save to create a new Hyperlink element. Figure: Save As The URL is displayed in the left panel of the Notification designer, under the Hyperlinks, with the URL name as configured. This URL can be dragged and dropped onto the canvas. Note Multiple Hyperlinks cannot be saved with the same name.
   Cancel	Click Cancel to exit the Save As action.
   Submit	Click Submit to commit the change to the the notification template.

Hyperlink on Notification Email

When an email with configured URL is sent to the recipient, the user can click and open the required form as displayed in the following figure:

Figure: Email Notification with Hyperlink

Upon performing click action on the hyperlink, the configured Sub Form or Popover Form open on the browser as displayed below:

In the following example, Manage Incidents is Main Form which contain the following Incident Popover Form.

Figure: Popover Form configured as URL

Delete

To delete the configured Hyperlink, perform the following steps:

1. Click on the vertical ellipsis and select Delete.
   

2. Click Delete.
   

   Figure: Delete Confirmation

To configure other email template elements, refer to the following:

Email Template Elements