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A hyperlink for the phase form link

  • November 16, 2023
  • 6 replies
  • 180 views

carl-bulls

I would like to create an email template that includes a hyperlink to get to the phase form. I know how to do this without creating an automated email template, but it would be nice to do this with automated email templates. 

Right now, I’m only able to show the lengthy task links in the email template. My suppliers and users would feel more comfortable if they received an email with a hyperlink instead (i.e. “click this link” to submit details)

 

Long story, short I’m suggesting that there be a way to make phase-form links (aka task links) into hyperlinks on email templates. Any help, suggestions, or ideas for this?

Best answer by marcosmelo

Hello, @carl-bulls 

To do this, open a card in the phase you want to share and click the share button at the top of it

 

Then, enable the function

 

 

 

Then, in the email template, use the current phase link dynamic field

 

 

Now, to customize the linked message, click on the HTML editor.

 

Copy the text highlighted in blue and return to the visual editor.  or copy here 
{{card.current_phase_public_link}}

 

 

 

Now, type the text you want and select it then click on the tool to edit the hyperlink

Paste the text you copied from the HTML editor,  and then save;
Don't forget to Remove from dynamic field (Card > Currente phase link)

 

Ready, you have a customizable link directing you to the phase url

 

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6 replies

marcosmelo
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  • November 16, 2023

Hello, @carl-bulls 

To do this, open a card in the phase you want to share and click the share button at the top of it

 

Then, enable the function

 

 

 

Then, in the email template, use the current phase link dynamic field

 

 

Now, to customize the linked message, click on the HTML editor.

 

Copy the text highlighted in blue and return to the visual editor.  or copy here 
{{card.current_phase_public_link}}

 

 

 

Now, type the text you want and select it then click on the tool to edit the hyperlink

Paste the text you copied from the HTML editor,  and then save;
Don't forget to Remove from dynamic field (Card > Currente phase link)

 

Ready, you have a customizable link directing you to the phase url

 


marcosmelo
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  • November 16, 2023

carl-bulls
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  • 7 replies
  • November 16, 2023

Thank You!!! That works


marcosmelo
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  • November 16, 2023

Great!!


Lais Laudari

You rock @marcosmelo!👊🏻
Thank you!


marcosmelo
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  • Pipefy Legend
  • 1465 replies
  • November 17, 2023
Lais Laudari wrote:

You rock @marcosmelo!👊🏻
Thank you!

👊👊👊👊


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