Overview:
SherpaDesk allows users to create dynamic links in reports by inserting field values directly into the URL field. This is helpful when linking to specific records, such as tickets.
To do this, enter a URL template in the "URL" field.
For example: /home/ticket/viewticket.aspx?id={0}
Here, {0} acts as a placeholder that will be replaced with the corresponding field value in the report.
Note: The View Ticket page uses the Ticket ID (not the Ticket Number). To make this work:
Be sure to include the Ticket ID field in your report.
Use the correct field index in the URL (e.g., {2} if Ticket ID is the third field).
Example: If the TicketNumber field has this URL:
/home/ticket/viewticket.aspx?id={2}
Then {2} refers to the position of the TicketId field, even if it’s hidden in the report.
This setup ensures the report links redirect correctly based on ticket data.
Steps:
1. Log in to Sherpadesk with valid credentials.
2. Click on "Reports" in the horizontal menu.
3. Click on "Custom Reporter Builder" on the Reports page.
4. Click on the "New" button.
5. Select the "Ticket Custom Field" checkbox.
6. Click on the "Continue to Fields" button.
7. Click on the "Advanced Field Settings" icon.
8. Enter the ticket URL in the field.
9. Click on the "Ok" button.
The related report is displayed on the Preview tab.
