Create Short Method URL Action

An action to create a short URL to easily share.

Updated over a week ago

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.


▶  Who will access this link?

  • Guest user: Link accessible by a contact in your account.

  • Public User: Link accessible by anyone who has internet.

  • Method User of your Account: link accessible only by a Method user.

▶  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. You will need to specify the app the screen is in, and then the screen itself.

▶  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.

▶  Store URL in: Where to store URL link once generated. This can be in an action result or a control on the screen.


  • 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.

  • Creating a link for a guest user is not necessary if all they need to do is access the Contacts portal. Send them to the portal login instead.

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