Creating Dynamic Record Links
In this episode of Build It With Tim, we're addressing a common query: how to create dynamic record links sent via email that lead recipients back to specific record details within your application. This functionality is invaluable, especially in contexts like project management, where sharing specific project details is crucial.
Goal: The goal is to send email notifications containing links to view specific record details within your Tadabase application. Whether it's projects, events, users, or any other entity, the aim is to generate accessible links for recipients to directly access the detail page of a particular record.
Instructions:
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Understanding the URL Structure: To create these dynamic links, understanding your application's URL structure is essential. URLs comprise the root domain, the application name (or custom domain), the page slug (representing the current page), the detail page slug, and the record ID.
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Setting Up Fields:
- Create a text field to store the record ID.
- Create a text formula field that contains the base URL of your detail page without the record ID + the text field that stores the record ID.
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Populating Record ID: Populate the record ID text field through table rules or record rules, ensuring it captures the unique record identifier.
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Configuring Email Notifications:
- Choose the page where records are added (e.g., an "Add Projects" form).
- Navigate to the notifications tab and create a custom email.
- Construct your email message, incorporating dynamic fields from your data table (project title, manager, etc.).
- To add the dynamic link, use the "Insert/Edit Link" option, referencing the field containing the URL. This ensures the link in the email corresponds to the specific record.
- Test the setup by submitting a new record. Upon submission, an email will be sent containing the record details and the dynamic link leading back to the record's detail page.
This process seamlessly integrates into your workflow, allowing you to efficiently share specific record details with stakeholders via email. Implementing this feature enhances your communication and collaboration capabilities within Tadabase.