Dynamic Hyperlinks for Server-Side Document Generation

Use hyperlink tokens in Microsoft Word or Microsoft PowerPoint document templates to insert dynamic URLs in generated DOCX and PDF files. For example, with dynamic hyperlink tokens, you can insert a hyperlink for every product ordered that directs you to the product specification web page.

The link token must start with HYP_. The token format is {{HYP_<hyperlinktokenname>}}, for example, {{HYP_Salesforce Website}}. Place hyperlink tokens anywhere within a document template, such as in paragraphs, tables, and text boxes. Use a token in a header or a footer or within a repeating content section to pass an array of hyperlinks. You can define a text for the URL in the Omnistudio Data Mapper, for example, Salesforce. If a text isn't provided for the hyperlink, the URL appears in blue and underlined in the generated document, for example, https://www.salesforce.com.

The hyperlink tokens support right-to-left languages. The font and the style of the hyperlink token in the document overrides the default hyperlink font and style in the generated document. Hyperlink tokens support URL formats such as https and http. Hyperlinks can pass through the rich text tokens by using Data Mapepr Transform, Custom Class, and Omniscripts.

Dynamic hyperlinks have several use cases:

• In a generated B2B insurance policy, a hyperlink that takes you to the corporate web page of the company.

• In a generated quote, a hyperlink for every product ordered that directs you to the product specification web page. Hyperlinks for products are stored in Salesforce.

The image shows an example of a Word document with a list of products, their names, and their images. For each product, a dynamic hyperlink is inserted that takes you to the product web page.

• Insert and Map Dynamic Hyperlinks in Document Templates
  Configure custom hyperlink fields and map them using Omnistudio Data Mapper to render dynamic URLs in generated DOCX and PDF documents. Use HYP_ tokens in Word or PowerPoint templates to insert these hyperlinks.
• Create Custom Hyperlink Fields for Your Object in Salesforce Document Generation
  Create a custom text field for any object. Map the text field in your object by using Omnistudio Data Mappers to render the hyperlinks in the generated document.
• Add Hyperlink in Text Field for Salesforce Document Generation
  After you create a custom text field in an object, you must add the hyperlink to the custom text field. Use Omnistudio Data Mapper to render the hyperlink in the generated document.
• Map Hyperlink Tokens in Omnistudio Data Mapper for Salesforce Document Generation
  Use hyperlink tokens in Microsoft Word or Microsoft PowerPoint document templates to insert dynamic URLs in the generated DOCX and PDF files. The hyperlink token must start with HYP_. The token format is {{HYP_<hyperlinktokenname>}}, for example, {{HYP_Salesforce Website}}.