Small Company IT Forum's

Dedicated to helping individuals tasked with the challenging role of working within and improving their small company's IT. We are here to provide a resource to some of the tips and tricks other IT professionals have used to help improve their operations.

If you feel there is a need for additional categories or forums please let us know
info@smallcompanyit.com


Forum, Resources and Tips for small company IT


Welcome Guest Search | Active Topics | Members | Log In | Register

Add URL hyperlink in email for workflow Options · View
jrobert
Posted: Thursday, July 03, 2008 12:37:28 PM
Rank: Member
Groups: Member

Joined: 6/3/2008
Posts: 6
Points: 18
Location: Canada
Here is an easy way to add a hyper link to the oppertunity in the workflow email (this can be modified for any CRM entity):

In CRM 3.0:
1. Add a new field to the Opportunities Entity using the CRM interface.
2. Call the field Opportunity URL.
3. Type nvarchar, no constraint, size 200 should be plenty.
4. Save and Publish Changes.
In SQL Server:
5. Add a trigger to the OpportunitiesExtensionBase table.
6. The code for the trigger should be something like this:
CREATE TRIGGER update_newopportunityurl ON [dbo].[OpportunityExtensionBase]
FOR INSERT, UPDATE
AS
update [dbo].[OpportunityExtensionBase] set New_opportunityURL = OpportunityId
update [dbo].[OpportunityExtensionBase] set New_opportunityURL = N'<a
href="https://<insert crm server url>/SFA/opps/edit.aspx?id={' +
New_opportunityURL + N'}">Click here to view opportunity</a>'

Now when an opportunity is created or updated (for existing records if any),
our new field Opportunity URL will be populated with all the data needed to
create a hyperlink for an email.

In a workflow all you need to do is insert the slug for the Opportunity URL
to send the hyperlink in an email back to this opportunity.
Sponsor
Posted: Thursday, July 03, 2008 12:37:28 PM
Users browsing this topic
Guest


Forum Jump
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Main Forum RSS : RSS

Powered by Yet Another Forum.net version 1.9.1.8 (NET v2.0) - 3/29/2008
Copyright © 2003-2008 Yet Another Forum.net. All rights reserved.
This page was generated in 0.369 seconds.