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How to: Direct external links to module, views, or requests

How to: Direct external links to module, views, or requests

Aug 24, 2018

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 "

  1.  By adding " /#/home/open/manufacturing " to the URL after " Stratawise.com " as depicted in the example above

  2.  We are able to create a customized link that as referenced in blue text above will Open the Manufacturing module

  3.  These values may be altered to create link referencing a specific module in the work space

  4.  The term placed in the area Manufacturing is in the above URL example specifies which module is being opened

  5.  This example opens a module by the Module Name

  6.  It is important to follow this same format for proper results

Open Module by ModuleID

Example- " https://Example.Stratawise.com/#/home/entities/226 "

  1.  The above example specifies which module by the ModuleID

  2.  If when viewing the Manufacturing module the URL on the page displays this: " Stratawise.com/#/home/entities/226 " 

  3.  We can reference this same module by this blue text number given here

  4.  This means that while in any module we are able see the ModuleID, such as the blue text above " 226 " 

  5.  Note the ModuleID varies between modules

  6.  This value can be used to reference the module as well when used in this format

  7.  This example opens a module by the ModuleID

  8.  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 "

Example- " https://Example.Stratawise.com/#/home/entities/226?search=Part123 "

  1.  We are able to create a customized links that as referenced in blue text above will Search for "Part123" in the module

  2.  The term following " search= " is the phrase that will be searched within the module upon using the link

  3.  These values may be altered to create links referencing a specific module in the work space by either the Module Name or ModuleID

  4.  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 "

Example- " https://Example.Stratawise.com/#/home/entities/226?viewname=CustomView"

  1.  We are able to create a customized links that as referenced in blue text above will set the view in a module

  2.  The term following " viewname= " is the view that will be selected within the module upon using the link

  3.  These values may be altered to create links referencing a specific module in the work space by either the Module Name or ModuleID

  4.  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"

Example- " https://Example.Stratawise.com/#/home/entities/226?search=Part123&viewname=CustomView"

  1.  We are able to create customized links that as referenced in blue text above will set the view and search within a module

  2.  The term following " viewname= " is the view that will be selected within the module upon using the link

  3.  While the term following " search= " is the phrase that will be searched within the module upon using the link

  4.  These values may be altered to create links referencing a specific module in the work space by either the Module Name or ModuleID

  5.  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 "

  1.  The above example allows the URL to specify the module and open a request within the grid

  2.  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

  3.  This format allows a specific request to be opened and edited

  4.  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 "

  1.  The above example uses the EntityID number in blue text to focus or highlight a row/request within the module

  2.  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

  3.  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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