URLs and URIs
Learn how to configure URLs and URIs for CRM.pad.
URL Hand-over
You can define that an URL is called and handed-over including the current record's
parameter with the OpenURL
action template, see OpenUrl.
Calling records Using URIs
You define that an URI is generated and, for example, if it is sent per e-mail, the recipient can click on the URI. The application is automatically started/opened and the defined default action executed. In most cases, a record is displayed in Expand view.
The URI can be given in the following formats:
-
crmpad://executeAction/InfoArea={INFOAREAID}&RecordId={RECORDID}
-
crmpad://executeAction?InfoArea={INFOAREAID}&RecordId={RECORDID}
-
crmpad://executeAction?Identification={RECORDIDENTIFICATION}
The RecordIds
can also be given in decimal or hex code, e.g.:
- RecordId decimal:
crmpad://executeAction/InfoArea=FI&RecordId=429496729665
- RecordId hex:
crmpad://executeAction/InfoArea=FI&RecordId=x0000006400000041
- RecordId hex long:
crmpad://executeAction/InfoArea=FI&RecordId=429496729665
- RecordId Hex leading 0
crmpad://executeAction/InfoArea=FI&RecordId=0x0000006400000041
- Identification by hex
crmpad://executeAction/Identification=FI.x0000006400000041
RecordId
in hex code, the characters must be in
lowercase.Starting CRM.pad from Another Application
You can, for example, fill the shopping cart in an external application and then access the order's quick add directly:
- You need to define a button with the syntax
external:
<ActionName>
calling the desired action.Note: A button only named<ActionName>
isnot
executed. Theexternal
prefix is required for the button, but must not be given in the URL. - You need to hand-over an URL in the following syntax:
crmpad://action?name=<ActionName>&recid=<RecordId>[&FurtherParameters]
Replace
<ActionName>
with the desired action's name.Example:
crmpad://action?name=Order&recid=AU.x000027127f8dcf17
- If no
<ActionName>
is given, the default action for the info area is executed. All parameters that are supported by this default action can also be given using the syntax<ParameterName>=<Value>
Examples:
crmpad://action?recId=FI.x00000064000004ab
calls the FI info area's default action.crmpad://action?recId=FI.x00000064000004ab&RequestOption=Online
calls the FI info area's default action and theRequestOption
set toOnline
.