Custom links
Hello
I would like to create a field with custom links as you have by default with linkedin (or X?).
For example, I want to add a link to pitchbook.
The link is in this format : https://my.pitchbook.com/profile/623705-68/
And I want to see only the company id (623705-68). Today I see the first part (my.pitchbook.com).
Is it possible to create this kind of behaviour?
Same for cbinsights :
https://www.cbinsights.com/company/rainforest -> "rainforest"
3 Replies
Not possible atomically using the link field metadata
You could either create a workflow that will extract the id out of the link field and populate a custom column on record creation
Thanks prastoin
So in fact, a way to solve this would be to create a serverless function in a workflow triggered by "Pitchbook" field udated.
I have to find how to get the pitchbook.primaryLinkUrl value and how to update the pitchbook.primaryLinkLabel
ie :
data: {pitchbook: {primaryLinkUrl: "https://my.pitchbook.com/profile/623705-68/", primaryLinkLabel: "623705-68"}}
Yes you should have a workflow listening to records mutation, on custom link field update extract the path params you want using js and update the record's row, for example, a dedicated field
pitchbookLabel
You won't be able to add the primaryLinkLabel in the existing link field
It's not a known property
I woudl recommend storing that in a custom field text
It could be configured as unique too