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URLs in Survey Question

  • 7 July 2021
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We’re sending an internal survey to account teams, and one of the requirements is a question that asks them if they are utilizing the auto-configured opportunity in SFDC, or did they create a new one. My issue is, while I’ve been able to create the URL, its not a hyperlink, and concatenating HTML tags around it does weird stuff, essentially breaking the field. I also tried having the field type URL in the MDA, however I guess URL fields are not allowed in Surveys? Any ideas on how to work around this?

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Best answer by bradleymcg 9 July 2021, 23:39

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@cjacksonfe sorry for the inconvenience, Can we know what exact stuff are you adding in the URL field?

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It’s a full URL from Salesforce, for an opportunity. 

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It’s a full URL from Salesforce, for an opportunity. 

not sure if this helps but you *should* be able to do it. You just need a little bit of special sauce in your Concat function. Here is an example of one I did where I wanted the SFDC Case Number to be a clickable URL in my emails (not in the survey itself, but may be worth a shot):

Note this may be different if you don’t use lightening:

 

Concat(<a href=,
https://yoursfdcdomain.lightening.force.com/lightening/r/Case,
Object_ID_Field,
/view,
” target=”_blank”>,
Case_Number_Field,
</a>)


 

Each comma separated section is part of the concat formula and the spacing is important. The target=”_blank” forces the link to open in a new window/tab or Gainsight explodes and won’t open an otherwise functional link.

 

The returns are just for ease of reading. Note the /Case would be replaced with your object name, the _Field fields with what you’re referencing and the second one is your display text which could be static if you want.

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If I could give you a virtual high 5 I would @bradleymcg - please accept this little motorcycle guy as a meaningful replacement! :motorcycle:

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