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LogeshLogesh 

Making the text field value to appear as link to record in salesforce standard reports

Hi All,

 

            Is there anyway to make the text field value to appear as link to record in standard Salesforce report functionality. Similar to standard 'Name' fields. So that user can navigate to related record by clicking on the link.

 

 

- Logesh

Best Answer chosen by Admin (Salesforce Developers) 
Ispita_NavatarIspita_Navatar

Hi,

You can make use of formula field for your purpose.

This is what you need to do:-

1. Create a formula field by name say:- Link__c

2. Set the formula to say :- HYPERLINK("https://ap1.salesforce.com/?id=" +Id, AccountDetail, "_self")

3. Now use it in your report.

 

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved. 

All Answers

Ispita_NavatarIspita_Navatar

Hi,

You can make use of formula field for your purpose.

This is what you need to do:-

1. Create a formula field by name say:- Link__c

2. Set the formula to say :- HYPERLINK("https://ap1.salesforce.com/?id=" +Id, AccountDetail, "_self")

3. Now use it in your report.

 

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved. 

This was selected as the best answer
LogeshLogesh

Hi Ispita,

 

Thanks:smileyhappy:

It works fine..!!

Prentiss Jones 7Prentiss Jones 7
Hello,

I'm getining this error....URL No Longer Exists. I'm sure you've seen it before. I did't past the whole thing.

Here is my hyperlink.. Currently.
HYPERLINK("https://ap1.salesforce.com/?id=" + Id ,"LI Detail")
I did Have it like this, but made no sense.
 
HYPERLINK("https://ap1.salesforce.com/?id=" +Id, Id, "LI Detail")

I'm tring to link to the Opportunity Product Lines 
 
Karen DeaneKaren Deane
I was able to get this work by removing the ? and the _self.

Example:  HYPERLINK ("https://na63.salesforce.com/"+Id, "Opportunity Link")
Kyle Heddon 26Kyle Heddon 26
When I try to create a formula field with the HYPERLINK() function I get the error:
Error: Invalid custom summary formula definition: Formula result is data type (Text), incompatible with expected data type (Number).

Text isn't an option when choosing the format, how were you able to have text as an format?