Create a Hyperlink in a Grid

Adding a Hyperlink in a Grid Video

When you're entering data into a grid, you can provide a hyperlink that directs team members to internal or external sites with more information than the grid can provide. This can be done using URL prefixes and Markdown formatting for any grid in the application.

To create a hyperlink in a grid text field:

1. Navigate to a grid page and select a text field. For example, you may want to provide a link to a secure site with project design specifications in the Notes field for an activity on the Activities page.
   1. To create a general hyperlink, type an internal or external address into a grid text field beginning with an identifiable URL prefix as detailed below:
      • http://
      • https://
      • ftp://
      • ftps://
      • www

   The application automatically recognizes URL prefixes and valid addresses become clickable hyperlinks.

   1. To create a custom hyperlink, use Markdown formatting to type a display name for your link which would direct a team member to a specified URL. Enclose the display name in brackets, followed by the URL enclosed in parentheses.

      For example: [Project Design Specifications](www.website.com)

   2. To convert an email or a previously entered URL into a hyperlink, enclose the text information in brackets.

      For example: <a.contractor@examplecompany.com>

2. Select the link to open the corresponding URL page in a separate browser tab.

   Note: Hyperlinks are not functional in detail panels or pop-up dialog boxes.

Tips

• When you download a grid page as an Excel compatible file, all customized and visible columns, rows, and contents, including hyperlink functionality, will download as displayed in the grid, with the exception of secure ftps:// sites, which will be in plain text.
• You can also use configured fields to create hyperlinks. See Create a Hyperlink in a Configured Field.