I have seen older similar requests and questions on the forum that don’t quite answer my question. I have also (unless my mind fails me here, not out of the realm of possibility) actually seen this done before but I can’t think of how. Here are the details:
- I have a Transactional Survey and program triggering on a case closure.
- The cases are SFDC objects
- My context id can be either Case Number or Case ID (I have tried both)
- In reports, I want the report viewer to be able to click on the Case Number and be taken to the SFDC case, similar to how the Account Name is a link taking you to the appropriate account page
- I have currently been reporting on the Flattened Survey object (MDA)
- This is in a production not sandbox environment
Currently, the case number only shows up as a string. I don’t know if when I saw this implemented before that the SFDC case object was imported into a custom MDA case object. However, I’m wondering if there is a solution out there not involving doing that, but I’m curious if someone else has had this issue and if/how they solved it. Happy to provide more details if needed.
Thank you!
If caseworkers or their managers want reporting on their survey metrics, it’s a no brainer to want to click directly to the case the survey was about to do a post mortum if needed. You could expand this to any type of transactional survey interaction, where you’d want to jump to a particular instance of an even to get more context on what went well/didn’t go well.
Thanks for the idea@bradley . We’ll look into the feasibility of this with our teams.
You can simply formulate the URL in the rules engine and then push it to a URL type field on the case object. This will give you a clickable link.
Additionally, if you know html code, you can create the href html tag in the rules engine and push this to a URL field.
Edit: I just reread this, not sure if it is still possible since my solution is a rule. However, you could try to do multiple concatenates in report formula field instead.
Until then, this was my workaround (setup is NXT through SFDC SSO, using Lightening):
In my JO query, I added a transformation on my final merge so I could add a formula field. This was a String Concatenation. You’ll need a few things for this:
In Lightening I found the URLs had this pattern: https://my_org_name.lightening.force.com/lightening/r/Case/Case_ID/view where Case_ID is the SFDC ID of the record I’m viewing.
So in my Concat, my comma-separated expression looks like this:
Concat(a href=”,https://my_org_name.lightening.force.com/lightening/r/Case/,SFDC_ID,/view,” target=”_blank”>,Case_Number_field,</a>
note that:
Your end result should be a dynamic, clickable URL you can use in your JO program and Flattened survey reports on that survey.
Again, I would very much prefer this out of the box like some other fields in GS, but at least this worked.
Oh so you added it as a field/token in the JO query to avoid having to do it in report and/or data designer. Smart move.
Oh so you added it as a field/token in the JO query to avoid having to do it in report and/or data designer. Smart move.
I would say a bit desperate but I’ll take it I also wanted to use the URL in my JO emails which was an internal requirement. Win win!