Advanced Links Automation Description
The Advanced Links automation allows admins to create dynamic links that include data from their Filevine project as parameters or values within the link. These fields can be any field from any static section within the Filevine project.
Example: Structure Google Maps link that uses an address or coordinate field from within a section of Filevine as part of the Google Map link.
Config Project
Go to the Advanced Links section in your configuration project; there, you will need to click on the Add an Item button each time you want the automation to create a new custom URL.
Once you have clicked on the Add an Item button, an item will appear, and the following fields should be filled as follows:
Reference Name: Give a distinctive name to the item in this field, making it easier to identify the custom URL being created.
Reference Description: Use this field to include additional information about the item. The content of this field will remain as internal notes and will not be used for the bot.
Destination: Paste the field code of the destination field, where the custom URL should be populated. Ensure the field code points to a URL field in a form section.
URL Template: Paste in this field any URL you would like to populate into a project field. The URL may contain any Vinebot-supported field codes to output the data from that field into the link in the project where used. Note that list-type fields are not allowed.
Post Success to Activity: Set the Post Success to Activity field according to your preferences:
- If you set it to "Yes": The bot will post a note in the Activity section of your project each time the URL is successfully updated.
- Any time the data in a referenced field changes, the link will update itself. Leaving this set to "Yes" after your initial setup mat result in a lot of extra activity notes.
- If you set it to "No" or "Unknown": You won't receveive notifications each time the URL is updated.
Limitations
Please note the following limitations of Advanced Links:
- You cannot SETUP more than one advanced link that updates a field to the same section to be triggered by the same trigger criteria.
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