Custom Links in Zoho Workerly

Links help you access third party applications and urls to acquire the desired information. This is an advanced feature that gives you the advantage of integrating content from other sites also in addition to your Workerly account, in just a single click. Here are some examples where custom links in Zoho Workerly can be used:

• Accessing Twitter profiles of your contacts: All the contacts in your account can have a field where you specify their Twitter ID. By creating a link for Twitter, you can directly go to the contact's twitter profile in a single click. Example: The link can be: https://twitter.com/#!/$ {Contacts.Twitter ID}
  
• View maps: Zoho Workerly provides the Locate Map option to view the address of the contacts in Google Maps. If you want to view the address location using some other applications, then you can define a link.
  

Note

• The administrators and users with 'Customize Zoho Workerly' permissions in their profile can define links and set access permissions for them.
  
• Users will be able to access the links in their account only if they have the permissions to do so. These permissions can be defined under Set Permissions section by users who have 'Customize Zoho Workerly' permissions in their profile while creating the links.
  

Availability

Profile Permission Required: Users with the Customize Zoho Workerly permission can access this feature.

Add Links

To add links

1. Navigate to Setup > Customization > Modules.
   
2. From the List of Modules, select the required module and click on Layout.
   
3. In the Layout editor page, navigate to Links and Buttons tab and click + Create Your First Link.
   
4. In the Create New Link page, do the following:
   
   • Enter a name for the link in the Label text box.
     The label should not exceed 50 characters.
   • Enter a Description for the link.
     The description should not exceed 250 characters.
   • Enter the value to construct the URL.
     The URL length should not exceed 3000 characters.
   • Select the Field from the drop-down list.
     On selecting, the field variable will be inserted as part of the URL.
   • In the Set Permissions section, choose the user profiles that are allowed to access the links. Users who have 'Customize Zoho Workerly' permissions in their profile can set access permissions for the links at the time of creating the links. Based on these permissions, other users can use the links.
     
   • Click Save.
     The link will be available in the Record Details page.

Delete Links

You can create a maximum of 10 links per module. The links can be deleted whenever you want. Only users with the Customize Zoho Workerly profile permission can delete links.

To delete links:

1. Navigate to Setup > Customization > Modules.
   
2. Select the required module from the list.
   The links of the selected module will be listed under the Links and Buttons tab.
3. Click (the delete icon) corresponding to the link.
   

Custom Buttons in Zoho Workerly

Zoho Workerly has standard buttons that are used to execute various predefined actions.

Availability

Profile Permission Required: Users with the Customize Zoho Workerly permission can access this feature.

Note

1. Custom Buttons are restricted based on profile permissions. Administrators can share each custom button with different profiles, and only users in those respective profiles can access them.
   
   
2. Custom Button is available for all modules.

Create Custom Button

To create a custom button:

1. Log in to Zoho Workerly with administrative privileges.
   
2. Click the Settings icon, then navigate to Setup > Customization > Modules.
   
3. Select the required module from the List of Modules.
   
4. Click Layout.
   
5. In the Links & Buttons tab, click Create New Button.
   
6. Do the following:
   
   • Enter the name of the button. 
     The button name cannot exceed 30 characters.
   • Choose the location of your custom button from the dropdown list.
     Custom buttons can be placed in four different places in your Workerly account: Create/Clone page, Edit page, Details page, and List View (a button for each record). You can create up to 50 buttons for each module.
     
   • Choose an action to be executed when a user clicks the custom button. You can either Invoke URL or Open a Web Tab.
     Follow the steps below to Invoke URL:
   • Enter the value to construct the URL.
     The URL length should not exceed 3000 characters.
     
     
   • Select the Field from the drop-down list.
     On selecting, the field variable will be inserted as part of the URL.
     
     
   • Select where should the content of the button action appear.
     You can choose from the three options given.
     
     
   • In the Set Permissions section, choose the user profiles that are allowed to access the links. Users who have 'Customize Zoho Workerly' permissions in their profile can set access permissions for the links at the time of creating the links. Based on these permissions, other users can use the links.
     
     Follow the steps below to Open a Web Tab:
     
     
   • You can either create a new web tab or choose one from the available list.
     
     
   • Create a new web tab and associate it with your custom button.
     The web tab URL will be displayed. You can add merge fields as per your requirements. Click Save.
     The web tab, along with the associated merge fields, will be opened whenever you click the custom button.
7. Choosing the Button action is mandatory.
   

Once the custom button is associated with an action,  Administrators can manage permission by assigning specific profiles to view and access the custom button.

Note

• You are allowed to create up to 50 custom buttons for each module in Zoho Workerly. Inside each record details page, you can access up to two buttons. In order to access all 50, all records have to be selected.
  
• If you have placed the custom button in a List View page, make sure you select at least one record before you execute the button action.
  
• From the list view, you can also choose multiple records to perform the button action. If multiple records are selected, and the button action is a custom function, then the values of the records passed will be ||| (three pipe symbols) separated.

Edit Custom Button

1. Navigate to Setup > Customization > Modules > [any module] > Layouts > Links & Buttons.
   Below the Links & Buttons tab, all the existing custom buttons will be listed.
2. Choose the required button that you want to edit and click the Edit icon.
   
3. In the Edit Your Button page, edit the button name, description, button placement, button action, URL to be invoked, and permission.. as per your requirements.
   

Delete Custom Button

Zoho Workerly Administrator can delete the custom button anytime.

To delete a custom button:

1. Navigate to Setup > Customization > Modules > [any module] > Layout > Links and Buttons
   In the Links & Buttons page, all the existing custom buttons will be listed. 
2. Choose the required button that you want to delete and click the Delete icon.