I have a process to approve the plans of costs of the investments. In a manual action of this process, I want, when the user receives the text of the action, at the end of the text appears a link to the investment properties, whether it is an idea or a project. For me the difficulty is that the URL is different if it is an idea or a project.
Does anyone think of how to solve this?
Thank you very much and greetings.
Similar to this?
Gel - email notifications - sending a variable URL
Hello,The difference is that I'm not doing a gel script, it's a manual action.
Thanks for your answer.
If I understand you correctly, your process will send a link for the Cost Plan of Record to the Project Manager for his or her Approval? If yes, you can try to create the process on the Cost Plan object instead of the Investment object and see if it works?
Create a custom attribute on Investment Object and populate the URL whenever project or idea created. use that custom attribute in the action item description.
Solved.Many thanks to all for your answers, you have helped me a lot with the solution of the problem.
Thank you very much, mates.