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"
7 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 tooDone and it works. If anybody want to do something equivalent, here is the workflow with the 4 steps (filter to not relaunch the workflow after update).
Here is the Action code:
export const main = async (params: {
pitchbook: {
primaryLinkUrl: string;
primaryLinkLabel?: string;
};
}): Promise<object> => {
const { pitchbook } = params;
// Clean URL
let url = pitchbook.primaryLinkUrl;
url = url.replace(/\/company\/profile\/?$/, '');
// Extract ID
const match = url.match(/profile\/([^\/\?]+)/);
const pitchbookId = match ? match[1] : '';
// Return "update" if update needed, empty string otherwise
const shouldUpdate = pitchbook.primaryLinkLabel !== pitchbookId ? "update" : "";
return {
shouldUpdate,
pitchbook: {
primaryLinkUrl: url,
primaryLinkLabel: pitchbookId
}
};
};The result : id as a label
Nice well done ! and thanks for sharing