Format a field as a hyperlink in the data grid

You can configure a field in Fullcast as a hyperlink that redirects users from a record in a Fullcast data grid to an external web page, such as a record in Salesforce. The only requirement is a stable URL structure where the value from the Fullcast field can be inserted to create a valid link.

For example:

• Linking an Account ID in a territory plan to its corresponding account page in the CRM.

• Linking a User ID in a team plan to the user's profile page in the CRM.

Format a field as a hyperlink

1. Go to Settings > Entities & Fields.

2. Select the entity that contains the field you want to link.

3. Find the desired field and click edit.

4. In the Edit Field window, click the Basic Information tab.

5. In the Format field, type the following: URL("https://yourURL") (replace your URL with the URL you are linking to). For the portion of the URL that corresponds to the value in your Fullcast field, type {value}.

   Example: If you're linking an Account ID field to Salesforce, your input might look like this: URL("https://yourcompany.lightning.force.com/lightning/r/Account/{value}/view"). The {value} will be dynamically replaced with the Account ID from your Fullcast field.

   

6. Click Confirm.

7. At the top of the Entities & Fields page, click Save.

   Note

   It may take up to 20 minutes for the change to propagate. If you do not see the fields update to hyperlinks, log out of Fullcast and log back in.