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SvenBeSvenBe 

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 ?

Best Answer chosen by Admin (Salesforce Developers) 
NPMNPM
Not sure, I have not done that but you may be able to insert the value of the field by adding &Customer field name plus inserting the other text within the friendly name

All Answers

NPMNPM

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),"")

 

SvenBeSvenBe

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!!

NPMNPM
I think you need to surround your hyperlink with quotes ("https://etc etc etc.  ")
SvenBeSvenBe

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"),"")

 

Message Edited by SvenBe on 02-20-2009 01:21 PM
Message Edited by SvenBe on 02-20-2009 01:24 PM
Message Edited by SvenBe on 02-20-2009 01:24 PM
NPMNPM

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.

 

 

NPMNPM

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","")

 

SvenBeSvenBe

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"

Message Edited by SvenBe on 02-20-2009 01:45 PM
Message Edited by SvenBe on 02-20-2009 01:45 PM
Message Edited by SvenBe on 02-20-2009 01:46 PM
Message Edited by SvenBe on 02-20-2009 01:46 PM
Message Edited by SvenBe on 02-20-2009 01:47 PM
NPMNPM
Not sure, I have not done that but you may be able to insert the value of the field by adding &Customer field name plus inserting the other text within the friendly name
This was selected as the best answer
NPMNPM

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"),"")

 

NPMNPM

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"),"")

 

NPMNPM

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.