A customized hyperlink can be generated to redirect users to a specific record.

If the user is already logged in, or has enabled  Persistent Login , they will be directed immediately to the record, bypassing the login page. Otherwise, they will be prompted to log in, after which they will be redirected to the designated record.

Step-by-Step Instructions

1. Navigate to the record to which you wish to redirect the user.
2. Ensure you are in edit mode.
3. Note the URL of the record. An example is as follows:

https://alias.smartsimple.com/Apps/app_editopportunity.jsp?nextlevel=1&appid=120073&matchlist=0&hr=0&companyid=123456&opportunityid=7654321

The URL syntax is as follows:

https://www.yourdomain.com/Apps/app_editopportunity.jsp?nextlevel=1&appid=application ID&matchlist=0&hr=0&companyid=company ID&opportunityid=opportunity ID

where

• application ID is the unique  application ID for your organization
• company ID is the unique  company ID
• opportunity ID is the  unique ID of the record

4. In a text editor, rearrange and modify the URL components to match the following syntax:

https://@url@/s_Login.jsp?dest=/Apps/app_editopportunity.jsp?nextlevel=1&matchlist=1&companyid=company ID&opportunityid=opportunity ID&appid=application ID

5. For all characters to the right of "s_Login.jsp?dest=", replace the following characters with their corresponding HTML encodings:

The resulting URL in your text editor should follow this syntax:

https://@url@/s_Login.jsp?dest=/Apps/app_editopportunity.jsp%3Fnextlevel%3D1%26matchlist%3D1%26companyid%3Dcompany ID%26opportunityid%3Dopportunity ID%26appid%3Dapplication ID

When a user accesses the hyperlink above and logs in to SmartSimple, they will be redirected to the specified record using the company, opportunity, and application IDs provided.

Utilizing Variables to Create a Customized Login Hyperlink for Email Bodies

The syntax described above is frequently used in  SmartSimple emails to generate a customized hyperlink to a specific record within a  UTA.

The following variable options may be used within an email template or  workflow email body (triggered for a Level 1 record) to create a customized login hyperlink that directs the user to the specific record referenced in the email:

• @objtoken@ - returns a token that can be used with the instance URL to access the current object in edit mode

The recipient will see a token, for example: %246F%2FIPCZpdvX%2B1VAxuTxIcGLQuErPi%2FYU3uNRMvTZBjY%3D

• @objtoken_view@ - returns a token that can be used with the instance URL to access the current object in view mode

The recipient will see a view mode token, for example: %246F%2FIPCZpdvX%2B1VAxuTxIcGLQuErPi%2FYU3uNRMvTZBjY%3D

• @objtoken_loginurl@ - returns the full login URL with token, including the destination hyperlink to redirect the user to the object in edit mode

The recipient will see the URL, desttoken parameter, and edit mode token, for example: smart.smartsimple.com/s_Login.jsp?desttoken=%246F%2FIPCZpdvX%2B1VAxuTxIcGLQuErPi%2FYU3uNRMvTZBjY%3D

• @objtoken_view_loginurl@ - returns the full login URL with token, including the destination hyperlink to redirect the user to the object in view mode

The recipient will see the URL, desttoken parameter, and view mode token, for example: smart.smartsimple.com/s_Login.jsp?desttoken=%246F%2FIPCZpdvX%2B1VAxuTxIcGLQuErPi%2FYU3uNRMvTZBjY%3D

• @loginurl@ - returns the full login URL without a token, including the destination hyperlink for redirection

The recipient will see only the URL, for example: smart.smartsimple.com/