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            Add a Link Field to Integration Procedure for Location or Subscriber Tables (Managed Package)

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            Add a Link Field to Integration Procedure for Location or Subscriber Tables (Managed Package)

            Configure the relevant integration procedure to include your custom URL field, enabling the field to appear as a clickable link in the Location or Subscriber tables within Enterprise Sales Management.

            Required Editions

            Managed Package Icon This feature is part of the Communications Cloud managed package.

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To add topics: Communications Cloud Admin

            Before you begin, make sure that you created the custom URL field. See Create a Custom URL Field for Quote Member (Managed Package).

            To make your custom URL field visible and functional as a link in the tables, add it to the appropriate integration procedure's configuration.

            1. From Setup, in the Quick Find box, enter Integration Procedures, and then select Integration Procedures.
            2. Open the active version of the integration procedure controlling the table view.
              • ESM_CustomViewSetup (for quote tables)
              • ESM_CustomViewSetupForOrder (for order tables)
            3. Go to the specific step within the integration procedure where table columns are defined.
              • For Classic journey (Quote Member tables): Go to the CustomQMFieldMapper step.
              • For Guided journey (Quote Member tables): Go to the GuidedCustomQMFieldMapper step.
            4. Add a JSON object within this step's configuration for the custom URL field that you created. Set the type key to hyperlink.

              Example:

              
      {
      "label": "Custom Link", // You can use the column name provided in the "Create the Custom URL Field" section, Step 5 any custom name you prefer, which will appear as the link text for all records.
      "name": "Your_Custom_URL_Field_API_Name__c", // Use your field API name from the "Create the Custom URL Field" section, Step 5
      "topic": ["All"], // Optional: Assign to relevant topics
      "type": "hyperlink", // Must be 'hyperlink'
      "visible": true, // Set visibility as needed
      "editable": true // Set editability as needed
      }

              (Note: Replace placeholders with the actual field label and field API name of the custom URL field that you created).

            5. Save and activate the integration procedure.
             
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