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How to convert a Report Link to a multi-link Text field?

  • 1.  How to convert a Report Link to a multi-link Text field?

    Posted 08-14-2017 17:23
    Hello, 

    I want to send an email notification with report link embedded to the email. When I call the Report link field in the notification email, it always comes up as empty. 

    Is there a way to call a Report Link formula so that it displays as text? 


  • 2.  RE: How to convert a Report Link to a multi-link Text field?

    Posted 08-14-2017 17:30
    Are you willing to include a copy of the form in your email - or at least a super mini form that has that embedded report in the email?

    If not, there is a Plan B which I can suggest but its a bit more complicated.


  • 3.  RE: How to convert a Report Link to a multi-link Text field?

    Posted 08-14-2017 17:31
    What is your Plant B? 


  • 4.  RE: How to convert a Report Link to a multi-link Text field?

    Posted 08-14-2017 17:45
    A report link field just runs a report.  Another way to run a report is to make an <ask the user> report which asks for the matching criteria which the report link field does, for example say it a report of children where [Related Parent] matches the Parent Record ID#.

    So you make your perfect  report and have it ask the question and then give it an answer manually and observe the URL.  Then make a URL formula field to mimic that result 

    it will look like this

    The formula will end up like this

    URLRoot() & "db/" & [_DBID_YOUR_TABLE_NAME] & "?a=q&qid=99&nv=1&v0=" & [Record ID#]


    So that say to run report #99 and then there will be the Number of Variables = 1 (ie 1 question)  and the answer to the zeroth question is [Record ID#] (who know why it likes to start at zero, but it does) 


    Once you get that working, you can include that  field in the Notification.

    But it will look pretty crappy as the URL will be exposed to the user.

    You can then create a formula text field as a hyperlink which will look better in the Notification.

    var text URL = [My URL field that you just created];
    var text Words = "Click here to see the report of children";

    "<a href=" & $URL & ">" & $Words & "</a>

    That will look quite attractive in a Notification.


  • 5.  RE: How to convert a Report Link to a multi-link Text field?

    Posted 08-14-2017 18:03
    Thanks for the tutorial. However, is there a way that the rows of the report can just be converted into text and is simply printed on the email? My goal was to display/embed the report to the email so the user does not have to navigate anywhere else. 

    Thank you,