The Deep Links page lets Admin users create and edit links to specific records in systems external to BEACON.
Before you begin, see Deep Links Data Exchange for instructions on how to create Deep Link filters and import unique identifiers such as external system account IDs.
Click Show to expand the Getting Started section. Click Hide to collapse it.
To create a Deep Link:
- Click Add Link to open the Add Link section.
- Enter the URL for the external site in the URL Template field. If desired, append URLs with additional information that will link directly to records in the external system.
TIP: Be sure to include https:// at the start of each URL.For example, adding {account_id} to a URL lets you use Deep Links to jump from an account card in BEACON to the corresponding record in an external system as long as you have imported each of the related external system account IDs (or any other unique identifier) into BEACON via a Data Exchange file. (See Deep Links Data Exchange.) - account_id
- account_full_name
- zipcode
- meter_id
- meter_sn
- location_id
The URL Preview lets you verify any variables added to the URL.
- Give the Link a name by entering it in the Link Label box.If the external site uses a Favicon, it will automatically be selected.
- If the system finds no Favicon, if desired, use the Link Icon drop-down menu to select one.
- Use the Link Visibility drop-down menu to select one of:
• All Accounts – When selected, a Links menu will appear on the Monitor page cards for all accounts in the utility.
• Any Deep Links filter – When selected, any cards associated with the Link can be accessed using the selected Monitor>Tags>Deep Links filter.
To create Deep Link filters, see Deep Links Data Exchange.
- When finished, click Save.
Type @ to open a drop-down menu, and select one of:
Click Edit to modify an existing Deep Link.
Click Delete to remove an existing Deep Link.
