Use Workflow to Combine URL and Field ID and Set the Value on Hyperlink Field

In this article you can find the alternate solution for Enhancement 352513. The steps will allow the user to combine a URL and Field ID on a Free-Form Text Field via Workflow. The final URL set on the Text Field will show on the Hyperlink Custom Field and will be displayed as a clickable URL.

Note: To search and vote for the Enhancement, see 10054 Voting for Enhancements.

Solution

A. Create a Custom Entity Field of Type Free-Form Text to hold the URL value:

1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
2. Label = URL Field
3. Type = Free-Form Text
4. Store Value = marked
5. Go to Applies To subtab
6. Contact = marked
7.  Click Save

B. Create Workflow to set the value of Custom Entity Field from Step A:

1. Navigate to Customization > Workflow > Workflows > New
2. Set a Name for the Workflow
3. Record Type = Contact
4. Release Status = Released
5. In Event Definition:
6. On Create = marked
7. On View or Update = marked (unmark this if the Workflow should only execute upon create)
8. Click Save
9. On State 1: Click New Action > Set Field Value
10. Trigger On = After Record Submit 
11. On Parameters: Field = URL Field (created from Step A)
12. On Value: Select Formula radio button and add the formula to join the static URL and Field ID (i.e. Formula = CONCAT(‘https://www.test.com/’, {custentity_ID}) )
13. Click Save

C. Create a Custom Hyperlink Field to copy value set by Workflow on Custom Field from Step A:

1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
2. Label = URL Field Clickable
3. Store Value = unmarked
4. Go to Validation & Defaulting subtab
5. Default Value = {ID of Custom Field from Step A}
6. Formula = marked
7. Click Save