Quick Action Expression Examples
The following examples show how expressions can be used to enhance quick actions.
Accessing a Record from Notification Emails
The syntax for creating a direct link to a record is:
<a href="$(ServerURL())/?Scope=ObjectWorkspace&CommandId=Search&ObjectType=Change%23&CommandData=RecId,%3D,0,$([FRS_Approval#.][Change#.]RecId),string,AND|#">
where
- $(ServerURL( is the tenant URL
- Scope=ObjectWorkspace is the access the specified object workspace from the HEAT web client
- CommandId=Search is search for the specific record in the object workspace
- ObjectType=<the business object> is the name of the business object to search for the record (for example, Change#). Notice in the example URL, the presence of %23, which corresponds in hexadecimal to the "#" character in ASCII.
- CommandData=RecId,%3D,0,$([FRS_Approval#.][Change#.]RecId),string,AND|# is the means to search for the record.
For example, if the current record is an FRS_ApprovalVoteTracking record, and you wish to access the grandparent change record, via its relationship to FRS_Approval, use the following example expression:
CommandData=RecId,%3D,0,
$([FRS_Approval#.][Change#.]RecId),
string,AND|#
As another example, if the current record is a change record, and you want to access it directly, use the following example expression:
CommandData=RecId,%3D,0,$(RecId),
string,AND|#
The %3D corresponds in hexadecimal to the "=" character in ASCII, and is required as part of the value to the CommandData parameter.
If you are not logged into HEAT, the system prompts you to do so upon clicking the link. Access is dictated by your assigned role.
The following syntax creates a link to access the record from the My Items tab in Self Service:
<a href="$(ServerURL())?Scope=SelfService&role=SelfService&CommandId=OpenMyItem&ItemType=FRS_ApprovalVoteTracking&ItemId=$(RecId)">
where
- $(ServerURL() is the tenant URL
- Scope=SelfService is the access the Self Service application, via the service owner or Self Service roles
- role=SelfService is the Self Service role
- CommandId=OpenMyItem is the fixed UI action command to open the My Items tab in Self Service
- ItemType=FRS_ApprovalVoteTracking is the the approval vote tracking object
- ItemId=$(RecId) is the the specific record identified by its RecID
Accessing a Survey Emails Record
Note that you need to add the appropriate expression to the incident or service request send survey business rule.
- If you have the following raw URL expression (notice that there are no <a> tags surrounding the expression):
$(GetSurveyURL())&survey_name=$(GetSurveyName("DefaultSurveyName"))&customer_id=$(GetApplicationId())&ot=Incident&oid=$(RecId)&page_index=0
Update it with the following expression:
<a href="$(GetSurveyURL())&survey_name=$(GetSurveyName("DefaultSurveyName"))&customer_id=$(GetApplicationId())&ot=Incident&oid=$(RecId)&page_index=0">Click here to fill out survey</a>
- If you have already modified the send email configuration to the friendly URL, it appears as follows:
<a href="$(GetSurveyURL())&survey_name=$(GetSurveyName("DefaultSurveyName"))&customer_id=$(GetApplicationId())&ot=Incident&oid=$(RecId)&page_index=0">Click here to fill out survey</a>
Update it with the following expression to escape the double-quote characters surrounding DefaultSurveyName, as shown:
<a href="$(GetSurveyURL())&survey_name=$(GetSurveyName("DefaultSurveyName"))&customer_id=$(GetApplicationId())&ot=Incident&oid=$(RecId)&page_index=0">Click here to fill out survey</a>
If you are not logged into HEAT, the system prompts you to do so upon clicking the link. Access is dictated by your assigned role.