Tips for Using Hyperlinks in Formulas

To create clickable links in Formula fields, use the HYPERLINK function or a valid URL. If you have formula custom fields that contain a HYPERLINK function, the server generates an HTML anchor for the link. For example, this function: HYPERLINK("/apex/VF_TEST", "VFLINK",'_self') generates this HTML output: <a href="/apex/VF_TEST" target="_self">VFLINK</a>. If the HYPERLINK function doesn't contain a target attribute, it defaults to a value of target="_blank" in the generated HTML. A value of "_blank" opens the link in a new window or browser tab, outside of Lightning Experience or the Lightning Console.

Note

• The HYPERLINK function doesn’t support the biztel protocol on record home pages for custom objects in Lightning Experience.
• The HYPERLINK function only supports ‌specific URL protocols in Lightning Experience. If the formula uses an unsupported protocol, the URL is removed and the anchor tag is rendered without a valid href.

  Supported protocols include: ftp, ftps, http, https, mailto, tel, callto, cid, xmpp, ciscotel, and navision. For details, see theFormatted Rich Text.

The Lightning Experience Honors Target Values for Hyperlinks in Formula Fields critical update ensures that the target value for hyperlinks is honored, whether it's explicitly configured or set by default. If you have enabled the critical update, you can keep the target page within Lightning navigation by adding a value of target="_self" to your formula field HYPERLINK functions. If you specify something other than target="_self", the link opens with standard browser navigation outside of Lightning Experience.

If you haven’t enabled the critical update, relative links open in a new tab regardless of the target value.

Note This critical update is automatically enabled in Summer ’20. Both before and after enabling the critical update, external links always open in a new tab, regardless of the target value.