The Create Short Method URL action will create a short, unique link to a specific Method screen within your account.
The link will follow the below format, where the question marks are a random set of alphanumeric characters.
http://MIurl.cc/???????
Parameters
Description | |
Who will access this link? |
|
Specify the guest contact RecordID | This only shows if Guest user is selected. You will need to specify the contact's Record ID. Screens expecting a guest will thus be able to filter the data so it's specific to the contact. |
Open this screen | The screen the link will show. Select an existing App and screen within that app. |
Set this Active Record ID | If the screen is showing a record from its base table, this will be the Record ID for the record being viewed. |
Where to store the value referenced by the key. |
Notes
Creating a link for a guest user may not necessary if the screen being created will go into the Contacts portal. Send them to the portal login instead.
A screen must have the proper screen permissions before creating this link. For example, if you are creating a public link for a Method screen, the screen's security permissions should be set to Allow screen to be shared publicly.