Task Deep Linking

Client Center supports launching the task forms with different layouts and pre-populated data through URL so that you can deeplink into Tier1 from other applications or from Salesforce. The articles covers the expected URL format and the supporting parameters.

Please note that there is a maximum URL length limit applicable in browsers.
It’s essential to avoid using special or reserved characters in parameter values to prevent parsing errors.

URL FORMAT

The general URL format for launching task form is as follows:

<Namespace Org Domain>/apex/T1C_Base__ACEQuickAddEntity?layoutPath=<layoutPath>&<parameter1=parmeter1Value>&<parameter2=parmeter2Value>

NEW Task

Example to launch a new task form with a specific layout:

<Namespace Org Domain>/apex/T1C_Base__ACEQuickAddEntity?layoutPath=ACE.Core.QuickAdd.Layouts.QAT

URL PARAMETERS

LayoutPath (string)

• The subfeature path which contains the layout of the new task form.

• Sample value: layoutPath=ACE.Core.QuickAdd.Layouts.QAT

contactIds (string)

• Prepopulate the contacts in the new task form. Must be comma delimited list of contact Ids, use either the 18 character or 15 character contact Ids.

• Sample value contactIds=003a5000001FyE1,003a5000002kFxN

topicIds (string)

• Prepopulate the interests in the new task form. Must be comma delimited list of interest subject Ids, use either the 18 character or 15 character interest subject Ids.

• Sample value accountId=a1Wa50000008Qbh,a1Wa5000000BF8b

relatedToId (string)

• Prepopulate the related to. Must be salesforce Id of a record such as opportunity Id or deal Id. Use either the 18 character or 15 character Id.

• When using this parameter, both the relatedToId and relatedToType are required.

• Sample value relatedToId=006a5000000wygl

relatedToType (string)

• Prepopulate the related to. Must be the object label configured in AFR.

• When using this parameter, both the relatedToId and relatedToType are required.

• Sample value relatedToType=Opportunity

EDIT TASK

Example to launch edit task form with a specific layout:

<Namespace Org Domain>/apex/T1C_Base__ACEQuickAddEntity?layoutPath=ACE.Core.QuickAdd.Layouts.QAT&entityId=00Ta5000000xfoj

URL PARAMETERS

LayoutPath (string)

• The subfeature path which contains the layout of the edit task form.

• Sample value: layoutPath=ACE.Core.QuickAdd.Layouts.QAT

entityId (string)

• entityId - Salesforce task Id, use either the 18 character or 15 character task Id.

• Sample value: entityId=00Ta5000000xfoj

viewOnly (string)

• When retrieving an existing task, appending this parameter viewOnly=true in the URL enables the read only mode.

• In read only mode, the save buttons of the task form are disabled. Users can interact with the form, but cannot save the changes.