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I'm working with a custom object that, in my regular / non-Dynamic Forms page layout, has a section with custom links within the larger Record Detail area within the page layout. When I change / upgrade the Record Detail component to Dynamic Forms in lightning app builder, those custom links disappear from the Record Detail component. Does anyone have a solution / workaround for this?
10 answers
  1. Apr 4, 2023, 8:09 PM

    @Rose Farnham I compared the code and ours looks a bit different so I'm going to share an example of it here. Maybe you can discern what may be used for your code:

     

    HYPERLINK('/apex/APXTConga4__Conga_Composer?SessionId='& $Api.Session_ID&

    '&ServerUrl='& $Api.Partner_Server_URL_80 &

    '&Id='& Id&

    '&QueryId=a4j30000000PAsI,a4j30000000PAsX,a4j14000000lIaI'&

    '&TemplateId=a4La0000000XZmK'&

    '&DS4=1'&

    '&TemplateGroup=GCM', 'Click Here','_blank')

  2. Mar 30, 2023, 6:44 PM

    Another great workaround for this issue is to place the URL paths within a formula field. I have a great Dev on my team that was able to update the URL so that it passes syntax testing.

  3. Apr 4, 2023, 7:38 PM

    @Josie Kelley Thanks for your response. I was able to use your suggestion. Is there a way to pass parameters to the URL within the formula field? I need to be able to launch a website and then pass parameters to that website from Salesforce data. I tried using the data from the custom link but that didn't work.

  4. Feb 16, 2023, 12:47 PM

    Yes, the button works great because I tested it out there too, but unfortunately we were trying to reduce the buttons so I was looking for alternative options. 

    I ended up creating simple visual force pages to accomplish adding links to an element on the page.

  5. Feb 16, 2023, 8:11 AM

    I run into the same issue while migrating a Case page layout with custom links to Dynamic Forms. I ended up replacing custom links with custom button that provide very similar functionality.

    This seems to be a valid workaround at least in my case.

  6. Feb 10, 2023, 1:01 PM

    Hello, Did anyone find a workaround on this?  Trying to create a custom SF link in a Rich Text component but it doesn't accept the merge syntax for Account.Id...trying to think how else I can accomplish this.

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