Custom Link Manager

Custom Link Manager

The custom links which comes with FTP Attachments® package are read only and you can not edit them. They by default point to Orektic servers. So in case you want to configure the custom links for FTP Attachments® you can use Custom Link Manager tool to create new custom links as per your needs.

To use this tool, go to your Orektic account and then go to menu Tools/Custom Link Manager. Generally for evaluation purpose you can use the links which comes with the FTP Attachments® package and they will work in standard manner.

If you want to use FTP Attachments® for your Standalone mode, you can use this tool to create the links which points to your own Standalone server.

You can add different types of links using this tool,

1) Attach: This is the most frequently used type of link. You need to create a custom link for each object for which you want to use FTP Attachments®. You can create it of type link, detail button or related list button. When you create it of type link or detail button it is created under object you have chosen. If you create related list button it is created under FTP Attachment object which comes with FTP Attachments® package.

Different parameters are to be used to create these links and they are explained in the later part of this documentation.

2) View, Update, Delete: You need to create these links only once when you very first time install FTP Attachments® on your own server. Generally these are of type detail buttons. If you are using Orektic  server you can use the link which comes with the FTP Attachments® package. These links are created for FTP Attachment object which comes in the FTP Attachments® package. If you create these links you need to remove existing links from the FTP Attachments page layout and add these new ones.

3) Send Email: This is the link used to Send Emails. You need to create a custom link for each object through which you want to Send Email. You can create it of type link, detail button or related list button. When you create it of type link or detail button it is created under object you have chosen. If you create related list button it is created under FTP Attachment object which comes with FTP Attachments® package.

Important: This tool helps user to create links in a easy & faster way. You can always include create/edit links directly in Salesforce as per your requirement, since the tool allows links creation in some a specific manner. e.g. if you want to use Send Email button on a related list other than FTP Attachments®, you will have to create that link directly into the Salesforce under that object.

Refer Figure 9.1:

1. Select action to be performed on standard or custom Salesforce object. For e.g.: Attach

2. Select the object on which you want to perform action.
Note: Only object which have a lookup relationship in ENZ__FTPAttachment__c object will appear in the list.

3. Enter your server's base URL. e.g. https://www.yourdomain.com/sforce/ in Server field, if you are using Orektic's server please enter
https://app.ftpattachments.com/sforce/
Please Note: URL must end with / and must be mapped to the application's root

4. The unique name for the button or link used when referenced from a merge field.

5. The text that displays on user pages for the custom button or link.

6. Select how you would like to display custom link, as a Detail Page Link, Detail Page Button or as a List Button. In our case we are displaying it as a Link Button.

7. Enter the Folder parameter where the attachment will be stored on the server, this can use Salesforce merge fields tool.
Example: Orders/{!Order__c.Name}
Note: You can use Salesforce expressions here just like you use in custom links of Salesforce.

Example: Say you want to save all attachments from US accounts in US server and all other files in India server, you can use this text to choose appropriate Profile at runtime. So,

{!IF( Account.BillingCountry = "United States", "US", "India")}

8. Enter the Server Profile logic or name in this field, depending on object data server profile can be selected to save the file. (Only available while creating Attach links)

9. Enter recipient e-mail address (Only available while creating Send Email links).

10. Enter comma separated list of Cc address (Only available while creating Send Email links).

11. Enter comma separated list of Bcc address (Only available while creating Send Email links).

12. Enter senders e-mail address (Only available while creating Send Email links).

Actually using these fields application assigns the attachment to appropriate parent object, if these parameters are incorrect attachment will be assigned to the wrong parents.

So, you must make sure that you are using correct parameters. You can always refer the custom links which comes with the application package.

Note: Every “Link Actions” have different settings, so according to the action selected you will have to provide the necessary settings.




 
                                                   Figure: 9.1

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