We need a custom property of type URL for links to diffrent content. For example.
If I have specific content on my website for a white paper or a market study I would want quick access to that content from my Deal or Company record. also if we are woking off client specs that are held in a VDR (box, sharepoint, sharefiles, dropbox, googledrive) that the customer has profided I want to keep that link at my fingertips when I create the proposal.
Hi everyone! My name is Hallie, and I'm a Program Manager on our CXM Team. This feature is now in private beta! You can request to join the beta by clicking the 'Request Beta' button via this product update link. Thanks for your continued feedback, and enjoy 😊
Hey @hhiggins, this was great news. I immediately signed us up. The first thing that caught my attention, however, was the lack of an option to display an alternative text. For example, I would like to save a relatively long system link, but the employee should only see the text "Click here for more details" in the record. Another important point is that such links currently exist as calculated properties in our system, as they consist of the base URL of the data sets in external systems and the data set ID. Will this also be available there?
Hi @CSaß! Thanks for this feedback. The product team will take this into consideration, but at the moment neither of these requests are planned for the scope of the URL property beta. If this changes, we'll update this post to let you all know!
@hhiggins thanks for your feedback. This makes the update to the current status almost less useful for us and also for many of the people whose comments I have followed here in detail. Is there perhaps at least a trick to shorten the link? Is it Maybe possible to Set some html tags in the text? I would then prepare the link itself in a calculated property so that I could then transfer it to a URL property via workflow during an update, but the display would still be over 2-3 lines long in our case at the moment.
Hi @hhiggins, thank you for your feedback again. It is sad to hear that this is not yet planned. Is there perhaps at least a trick how the links could otherwise be shortened? Is it perhaps even possible to write HTML tags in the field to influence the display? Unfortunately, our links currently take up 2-3 lines. The automation could at least be solved with a little more effort, in which the link is automatically assembled in a calculated property and the URL property is adjusted via workflow when the link is updated. So if we could find a way to shorten it, the pain points would at least be solved, although with some inconvenience.
Hi @hhiggins - seconding @CSaß 's request to generate a URL based on data on a record. E.g. I'd like to be able to create a URL like www.externalsystem.com/report?id=x&fromdate=y&todate=z where x is an ID property in HubSpot and y and z are date propoerties in HubSpot. This would allow me to quickly navigate from HubSpot to relevant time reports in an external system.
I think the solution for all wishes would be quite simple. In the classic URL property creation, a field would have to be added in which you can simply enter a string as an ad text. In addition, and this is actually much more important for everyone, if the URL can be selected as a type for a calculated property, but here the field for the display text would also have to be like a calculated field, so that I can say, for example, I use existing properties in the display name. Alternatively, you could also do a calculated field in which I can work with HTML tags myself, but that would certainly be more complex to implement. For the first variant, the URL type selection would have to show 2 fields. The first must reach a string as an output and the second a URL (i.e. ultimately also a string). Then it would be possible to concatenate a string to an URL with dates, external ID's and every Thing you want.
Hi @hhiggins we are considering to opt into the beta, but there is one important question for us. The update says it is possible to allow only certain domains, but does that also include subdomains? So if we allow the domain "website.com", it should also allow "sub1.website.com", "sub2.website.com", "sub3.website.com" et cetera. Is this the case (or scheduled)? Can be default, of via an extra setting (include subdomains true/false).
@SemRC Good question - I tested this in my own account and it does allow the subdomains of any domain you specify in the property's rule settings. You need to use a protocol (http or http://), but say you allowed hubspot.com in the rules, you'd be able to enter http://hubspot.com or http://www.hubspot.com as values. Hope this helps!
For others who have commented around a URL shortener, I'm not aware of any plans for this, but the product team is monitoring this post and they hear feedback that I relay from the comments. If any plans go into play around that being available within this beta (or another beta), we'll be sure to update you. Thanks for your feedback so far on this. 🙂
We just entered the Beta for this new URL property type and I have noticed that the URL does not appear as a hyperlink in our CRM. Is anyone else experiencing this? The external link icon appears and works, but only from within the Object. It does not appear in views. I was also under the impression that this property would be displayed as a hyperlink and would not need the external link icon. Just giving my early experience and thoughts on this Beta.
Just one other question: will existing URL properties that are currently set up as single-line text (like the Hubspot default properties Logo URL and Website URL) automatically be changed to a "real" URL property? And will we get a possibility to change existing custom properties to a URL property without the need of workflows to copy everyting (and then the need to check and change all workflows that are currently using the old URL properties, which can be very time consuming)?
I absolutly agree @SemRC last comment. This would be very important. I've tried to change it for only one object property and need one hour to creat a new property, build a workflow for duplicate the values to the new property and then change the property in all workflows, views and playbooks.
Unfortunately, I have just realised that the whole hour was in vain. Just as @AJT describes, only single line text is displayed in the record views and guides with the symbol for opening, so everything is as before. Clickable links are now only displayed in lists and CRM index pages. I feel a bit cheated, that this is roled out as a first solution for the requests here from us all. I#m sorry, but I realy hope this is a bug and not really the only thing this BETA delivers, or this is planned as an update for this BETA @DHiggs?
This field behaves like a regular "Single-line Text" field in the API response. How can I distinguish between a "URL" field and a standard "Single-line Text" field using the API?
