Generating deep link items (encrypted URLs)
You generate deep link items (encrypted URLs) in Planon ProCenter > Report generator.
Preconditions for creating encrypted URLs:
• you have generated a Cipher key pair in the Security TSI.
• you have activated and configured deep link navigation for the relevant business object(s).
In this example we generate an encrypted deep link for the BaseOrders business object and the Orders selection step in the Core - Orders TSI. Proceed by generating deep links in Reports, using the following procedure.
| If you include deep links in a report without generating cipher key pairs first and then generating the report, this might lead to an excessive number of errors in the error log. |
Procedure
1. In Core - Orders, select the Orders selection step
2. On the action panel, click Report.
3. In the Reporting dialog's action panel, click Add to add a new user report.
4. Under Settings, fill in the relevant fields, such as Type, Name and Title.
5. At the right of the Selected fields section, click the Add expression button.
6. Under Functions, scroll down and select generateDeepLinkItemURL.
7. Click the Add button at the bottom of this panel.
Under Expression, the expression is now partly displayed:
generateDeepLinkItemURL(,,)
8. Fill in the part between brackets by typing the system name of the relevant base business object name. It must be entered before the first comma and between double quotes.
You can find the system name of the business object in the Deep link navigation TSI > Business objects selection level.
9. Find the field name of the system code after the comma by double-clicking the System code field in the Available fields section.
| the system code must relate to the base business object you enter. |
10. Optional: you can enter a navigation code if you want to direct users to a specific selection step, and override the configured priority. However, if you do not want to use a navigation code, just leave the space between the "" empty. In that case the automatic detection of the correct TSI is applied.
You can find the Code of the navigation definition by going to the Deep link navigation TSI > Deep link navigation selection level and selecting the relevant definition. Enter double quotes around the business object name and navigation definition code, and single quotes around the system code field. See the example:
generateDeepLinkItemURL("BaseOrder",BaseOrder.Syscode,"ISM_001")
11. Click Check to verify if the expression's format is valid.
12. At Available fields, add the Code field to the report definition, so you can check in the report which URL is generated for which personnel record.
13. Adjust the report layout as required, for example by widening or narrowing column width.
The width should be sufficient to display URLs as single lines, otherwise they are not clickable.
| For more information on the Expression builder and user-defined reports in general see Working with expressions. For special functions such as including deep link items in mail merge reports, see Special functions. |
14. Click Preview & print.
The report displays a URL per order record.
15. Click Save.
The URLs from the report can now be shared with the relevant user groups via email or other communications. The users in the linked user groups can access the records via the URLs.