Method Community

   Hello there,

   I'm having links for call recordings imported into InvoiceLine Description

http://screencast.com/t/DZauHZVI

How should I edit this link so I get clickable links in MethodCRM customer portals. So the goal is that customers could click a link in grid in their portal that will open their call recording. How to accomplish it?

Hi Nebo,

There is an action available to make the field in a grid to work as a hyperlink, the action is called "Load Web Page".  You can find a good explanation of how this action works, took a look at this link from our Help Center Articles.  Essentially you can take a URL from a saved field and make it work as a hyperlink.  Please check out the link, and try using this action, I believe it will do what you are looking for, if you have any issues just post here an we will try to help you further.

-Ben

Hi Ben,

I've set up the grid as you have suggested me:

http://screencast.com/t/rw6J82WZfqL

http://screencast.com/t/rw6J82WZfqL

http://screencast.com/t/qf5Cfaxjj5u

When I go to that grd and hit the link button it gives me this error:

http://screencast.com/t/BTjt7rxJeQ

You can see the format of link in Desc field and I tried it with http and https both. Also I've tried replace screen insted of new window option. Tested on IE10 and Firefox latest.

Nebo,

I was able to build a quick grid, adding this action to my "URL" Column, I have attached a screenshot here, of how it looks in my grid:

When I click your link for Adam Apple in the grid, it opens a new window and goes directly to this URL.  I have attached another screenshot below, showing the actions I used to create this hyperlink action for the URL (which is the hyperlink field I created beforehand) column of my Grid.  Please let me know if this works for you after revewing the actions I used myself to get this to work.

- Ben