Sunday, October 14, 2018

Create a 'See Map' or 'View Map' Hyperlink Using Custom Fields

SCENARIO

  • User has an existing field (e.g. custentity123) that stores the address of a customer who submitted a case
  • User wants to add a View Map or See Map hyperlink below this field that will automatically open the address in Google Maps

To create the hyperlink:

1. Navigate to Customization > Lists, Records, & Fields > CRM Fields > New.
2. Provide a Label.
3. Set Type to Hyperlink.
4. Uncheck the Store Value checkbox.
5. Under Applies To tab, mark the Case checkbox.
6. Under Display tab, set the following:
  • Subtab = <select the tab where the customer's address is found>
  • Display Type = Inline Text.
  • Link Text = View Map
7. Under Validation & Defaulting tab, enter below for Default Value:

http://maps.google.com/maps?q={custentity123}

Note: Replace 'custentity123' with the internal ID of the field that shows the customer's address on the case.

8. Uncheck the Formula checkbox.
9. Click Save.
10. Customize the case forms so the hyperlink is displayed right below the address field. To move screen fields on forms, see Configuring Subtabs for Custom Entry and Transaction Forms.

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