Direct Links are a helpful tool for creating customized links that can be used to navigate a User to a specific module, search a specified value, and/or set a specific layout. These are very helpful to construct when creating reference tools or to assist in the clarity when sharing a specific module, request, or layout. They can be added to an email or embedded in another system to directly link to a module, row, and/or even open a specific request.
Step-by-step guide
Open Module by Name
Example- " https://Example.Stratawise.com/#/home/open/manufacturing/item "
- By adding " /#/home/open/manufacturing " to the URL after " Stratawise.com " as depicted in the example above
- We are able to create a customized link that as referenced in blue text above will Open the Manufacturing module
- These values may be altered to create link referencing a specific module in the work space
- The term placed in the area Manufacturing is in the above URL example specifies which module is being opened
- This example opens a module by the Module Name
- It is important to follow this same format for proper results
Open Module by ModuleID
Example- " https://Example.Stratawise.com/#/home/entities/226 "
- The above example specifies which module by the ModuleID
- If when viewing the Manufacturing module the URL on the page displays this: " Stratawise.com/#/home/entities/226 "
- We can reference this same module by this blue text number given here
- This means that while in any module we are able see the ModuleID, such as the blue text above " 226 "
- Note the ModuleID varies between modules
- This value can be used to reference the module as well when used in this format
- This example opens a module by the ModuleID
- Similarly it is important to use the proper format as depicted in the example when using ModuleID as the reference
Open Module and Search
Example- " https://Example.Stratawise.com/#/home/open/manufacturing/item?search=Part123 "
...
- We are able to create a customized links that as referenced in blue text above will Search for "Part123" in the module
- The term following " search= " is the phrase that will be searched within the module upon using the link
- These values may be altered to create links referencing a specific module in the work space by either the Module Name or ModuleID
- This example opens a module, and searches a value of Part123
Open View within a Module
Example- " https://Example.Stratawise.com/#/home/open/manufacturing/item?viewname=CustomView "
...
- We are able to create a customized links that as referenced in blue text above will set the view in a module
- The term following " viewname= " is the view that will be selected within the module upon using the link
- These values may be altered to create links referencing a specific module in the work space by either the Module Name or ModuleID
- This example opens a module, and specifies a view of CustomView
Open View and Search within a Module
Example- " https://Example.Stratawise.com/#/home/open/manufacturing/item?viewname=CustomView&search=Part123"
...
- We are able to create customized links that as referenced in blue text above will set the view and search within a module
- The term following " viewname= " is the view that will be selected within the module upon using the link
- While the term following " search= " is the phrase that will be searched within the module upon using the link
- These values may be altered to create links referencing a specific module in the work space by either the Module Name or ModuleID
- This example opens a module, searches a value of Part123, and specifies a view of CustomView
(Note: the specifications around the & being switched will produce the same result as detailed between the examples above)
Open Request by EntityID within a Module
Example- " https://Example.Stratawise.com/#/home/open/manufacturing/item?eid=50 "
- The above example allows the URL to specify the module and open a request within the grid
- This is done by using the EntityID whose value is labeled in blue text above and is the same as the ID value of a request
- This format allows a specific request to be opened and edited
- This example opens a module, and open a request by the EntityID
Open Module by Name, and Set Focus to a Request by EntityID
Example- " https://Example.Stratawise.com/#/home/focus/manufacturing/item?eid=50 "
- The above example uses the EntityID number in blue text to focus or highlight a row/request within the module
- This format is making use of the term Focus in blue text above within the link, this allows a specific request or row to be highlighted
- This example opens a module, and sets the focus to a request by the EntityID
For information on how to add a link to a specific request to an email template visit: How to: Format custom email templates
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