Configure link settings

Link settings control how a link field opens and resolves its URL, including browser tab behavior and handling of relative or absolute URLs. These settings allow you to determine the source of the URL and how the link behaves when triggered.

Configuration applies to:

Business use cases

Link settings support consistent link behavior and flexible URL resolution. Key scenarios include:

  • Navigation control: Define whether links open in the same or a new browser tab.

  • Application linking: Safely link to internal or external resources from a form.

  • Environment flexibility: Support relative URLs for multi-environment deployments.

Procedure

The following procedure uses the example of a customer dashboard form to demostrate how link fields can be configured to retrieve URLs from different sources and open in the desired tab.

  1. In the Application tree, select a field to configure as a link.

  2. In the Settings/properties pane, set the field type to Link.

    Result: The Value: URL section appears.

  3. In Source, choose how the link’s URL is determined:

    1. Binding: Use the value from another field.

      • In the Binding field that appears, select a field whose value will be used as the URL.

        Example: Bind the Customer Website field to the Website URL field from the customer record.

        Result: The link field dynamically uses the website URL stored in the related field for each customer.

    2. Fixed Value: Use a static URL.

      • Enter the desired URL in the Fixed Value field that appears.

        Example: Set Support Page field to https://help.company.com.

        Result: Every entry in the form has a link to te company support page.

    3. Lookup: Retrieve a URL from a reference table.

      • Open the Lookup Value dialog and select the reference table and field to fetch the URL.

        Example: Use a Customer ID to fetch the corresponding website URL from the Customers table.

        Result: Each customer record displays a link that points to its own website.

        See Configure lookup.

    4. Rules Engine: Determine URL via business logic.

      • Open the Rules dialog and define the logic to generate or select the URL.

        Example: Open Special Promotions page for VIP customers, Standard Offers for others.

        Result: The link resolves dynamically based on the rules set for each record.

    5. Script (from post processing): Retrieve URL from a script.

      • Ensure the script returns a URL for post-processing.

        Example: The script generates a tracking URL for each order.

        Result: Each entry has a dynamically created tracking link.

  4. In Open in, choose how the URL opens:

    1. New tab: Opens in a new browser tab (default).

      Example: Selecting Customer Website opens the page in a new tab.

    2. Same tab: Opens in the current browser tab.

      Example: Selecting Internal Dashboard opens in the page in the same tab, replacing the current view.

  5. Configure relative or absolute URL handling:

    1. If the URL is relative (for example, /dashboard/home), select Relative URL.

      Example: /dashboard/home opens correctly in multiple environments.

    2. If the URL is absolute, leave Relative URL unselected.

      For absolute URLs without a protocol, https:// is automatically prepended.

      Example: www.company.com becomes https://www.company.com.

  6. In the Shell bar, select Save.

  7. In the Preview pane, confirm upon selection that the link resolves the correct URL and opens in the intended tab.

Result

  • You have configured link settings so that link fields retrieve URLs from the desired source and open in the correct browser tab with proper handling of relative or absolute paths.

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