Applies To:

SharePoint Online and SharePoint On-Premises

Description:

This article explains the steps to convert text into hyperlink in mail body of the mail template. The hyperlink should open NITRO Form for the related SharePoint list item.

In this sample use case, a NITRO Workflow has been configured on the Tickets list with ‘Send Mail’ action that contains a hyperlink in the mail body to open ‘Edit NITRO Form’ of the related item.

Note: The steps explained below can be used to configure mail template in NITRO Custom Actions and NITRO Workflows.

Detailed Steps:

Configure a mail template in the ‘Send Mail’ action in NITRO Workflows.

1. Navigate to the site -> Site settings -> Site Administration -> Crow Canyon NITRO Workflow -> Edit the required workflow -> Drag and drop a ‘Send Mail’ action available under ‘Actions’ section.

2. Specify the action settings as shown below:

3. Configure the mail template.

4. Select the required text to convert into hyperlink -> Click ‘Insert Hyperlink’ from the mail body toolbar -> Specify ‘Web address’ of the Tickets list edit form as shown below:

Syntax to specify web address for the modern form experience in modern UI sites:

• Edit Form: ##Site URL##/SitePages/CCSEditForm.aspx?ListID=##ID of the list used##&ItemID=[[ID||ID]]##
• Display Form: ##Site URL##/SitePages/CCSDisplayForm.aspx?ListID=##ID of the list used##&ItemID=[[ID||ID]]##

• New Form: ##Site URL##/SitePages/CCSNewForm.aspx?ListID=##ID of the list used##&ItemID=[[ID||ID]]##

Example of modern edit form:

https://contoso.sharepoint.com/sites/Helpdesk/SitePages/CCSEditForm.aspx?ListID=6199dd40-00f6-46aa-b707-3b48b5c58f76&ItemID=[[ID||ID]]

Note:

1. [[ID||ID]] placeholder will be replaced with the Tickets list item Id during action execution.
2. Refer to this article to get Id of a SharePoint list.

Syntax to specify web address for the classic form experience in classic UI sites:

1. Edit Form:

##ListURL##/ccs_EditForm.aspx?ID=[[ID||ID]]

New Form:

##ListURL##/ccs_NewForm.aspx

Display Form:

##ListURL##/ccs_DispForm.aspx?ID=[[ID||ID]]

Example of classic edit form:

https://contoso.sharepoint.com/sites/Helpdesk/Lists/Tickets/ccs_EditForm.aspx?ID=[[ID||ID]]

Note: [[ID||ID]] placeholder with be replaced with the Tickets list item Id during action execution.

5. Save the mail template -> Save the ‘Send Mail’ action settings -> Publish the NITRO Workflow.

Sample output of modern edit form

Email:

On clicking the above highlighted hyperlink, ‘NITRO Edit Form’ of the related Ticket opens in modern form.

Sample output of classic edit form

Email:

On clicking the above highlighted hyperlink, ‘Edit Form’ of the related Ticket opens in classic form.

Note:

To check the complete execution of the above configured NITRO Workflow, we can use the ‘Debug’ option present as shown below:

Select the item with the required ‘ID’ and click ‘Ok’ to initiate the debugging process.