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Show URL depending on Rating
I would like a URL to be visible on the Account, if the standard field "Rating" is set to "Customer". If any other value i.e. Prospect I do not want the URL to be visible.
The URL is always the same and links (https address) to a common folder on MS Sharepoint where we keep Customer information.
Even better - the URL could actually be different according to a logical value - Account Name. So if it possible to create a dynamic URL depending on Account name, that would be even better.
OR - is it even possible to create a link to our internal servers ? (Not URL link).
Why ?
When an account has become a "Customer", we store some information on it in folders on Sharepoint. It works to link to a folder (https-address), but I only want this link to be active on Accounts rated as "Customer" for many reasons.
Any idea ?
All Answers
Try setting up a text formula field and use the Hyperlink function within an IF statement that checks the value of Rating is set to Customer.
IF(ISPICKVAL(Rating,"Customer"),HYPERLINK(Setup how you need it to be),"")
Thanks !
Unfortunately it does not work. When I check syntax, I get syntax error. Found "/" refering to the second frontslash in the URL
(ISPICKVAL( Rating ,"Customer",HYPERLINK(https//: )
Also, I need to add one more value that shall return the value of the hyperlink - "Included in contract". Please - this would really be a cool feature in our system....
Thank you in advance!!
Sorry to keep you busy, but greatful for your help... Spending the evening trying to get it up an running...
No, it did not work - recieved Error: Incorrect number of parameters for function HYPERLINK(). Expected 2, received 1
("https://emo/personal/sve/Shared%20Documents/Forms/AllItems.aspx"),"")
Ok, no problem. Please search Help & Training for HYPERLINK. One thin you will find in addition to some valuable tips is that the format must be:
HYPERLINK(url, friendly_name [,target]) and replace url with the web address, replace friendly_name with the link text, and, optionally, replace target with the window or frame in which to display the content.
This means your url must have these components:
HYPERLINK(url, friendly_name)
You may be missing the ,friendly_name ?
If you find that it does have it please paste your code in the next post so it can be analyzed. Use the icon with the small C above (2nd from the left of the :smileyhappy:)to open a window to paste your code in.
Sorry - for some reason I missd your code pasted earlier. It looks like you have a misplaced ). Take out the one before the comma.
("https://emo/personal/sve/Shared%20Documents/Forms/AllItems.aspx","")
Great - here was the solution
IF(ISPICKVAL(Rating,"Customer"),
HYPERLINK("https://moss1/personal/sv/Shared%20Documents/Forms/AllIts.aspx", "Click to view Report folder"),"")
But, how do I build in one more value for Rating in this Both "Customer" and "Included in contract", shall show the "friendly_name"
No I think I misunderstood what you wanted in the last post. I think what you want is:
IF( OR(ISPICKVAL(Rating,"Customer"), ISPICKVAL(Rating,"the other value - I forgot what this was"), HYPERLINK("https://moss1/personal/sv/Shared%20Documents/Forms/AllIts.aspx", "Click to view Report folder"),"")
IF( OR(ISPICKVAL(Rating,"Customer"), ISPICKVAL(Rating,"Included in Contract"), HYPERLINK("https://moss1/personal/sv/Shared%20Documents/Forms/AllIts.aspx", "Click to view Report folder"),"")
I have not tested the syntax - you may need an additional )
IF( OR(ISPICKVAL(Rating,"Customer"), ISPICKVAL(Rating,"Included in Contract")), HYPERLINK("https://moss1/personal/sv/Shared%20Documents/Forms/AllIts.aspx", "Click to view Report folder"),"")
Good luck - off until Monday.