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Kendra RameyKendra Ramey 

Hyperlinking a text field to the Local Drive on the Server

I need to hyperlink a text field to my local drive on the server, so that it directs to the file.

Steps to create a formula field which contains an hyperlink to a local file.
Knowledge Article Number: 838295  

Steps to create a formula field which contains an hyperlink to a local file.

For creating a link to a network/local file, you may need a custom text file (to introduce the path) and a formula field. A URL field will always add "http://" prefix.  Please follow the steps below:

1. Create a text field (for example, with the following name: "Path")
(Setup | Customize | {Object} |Fields and click New in the Custom Fields & Relationships section of the page)
2. Create formula field with data type: Text (for example, with the following name: "File")  to link to that file:


You now have a link, called "View," for example, with which the file can be accessed directly from the object by right clicking and selecting "Save Target As."

You can also use this concept to point to network folders - create a formula field on the Account record which links to the network folder for that client, etc.
NOTE: For security purposes, Mozilla applications block links to local files (and directories) from remote files. This includes linking to files on your hard drive, on mapped network drives, and accessible via (UNC) paths. To have access to those files you need to install "Local Link" add-on in your Firefox: http://kb.mozillazine.org/Links_to_local_pages_don%27t_work

Hope this helps !!
John SadlerJohn Sadler
Hi Swayam. This makes no sense to me at all in that the instructions seem to be missing steps. What goes in the Text Field?
I want the Process Builder to insert this into a Task
Doreen ConawayDoreen Conaway
I followed the instructions above and am getting a syntax error message.  I have been googling and searching for hours trying to figure out what is wrong with my formula.  Any assistance would be greatly appreciated!

HYPERLINK("file://"&{!Path__O:\Compliance Post Payment Audit Requests},"View")