Display external web content with Smart link fetches

A Smart link fetch allows you to display external web content in real-time within Intacct. Things like stock tickers, shipping status, and search engine results can be loaded into an Sage Intacct page or even a dashboard.

A Smart link fetch is similar to a Smart link click. However, instead of embedding a link, it embeds information from an external website. With a Smart link fetch, you define a space on your Intacct page and display the external content right it.

To find the Smart link fetch list, go to Customization Services or Platform Services > Object customizations > Smart link fetches.

Access to certain features in Customization Services or Platform Services are based on your administrative privileges. See the table below to determine what kind of administrator you need to be for each feature. Learn more about Permissions for Customization and Platform Services.

Feature Permissions needed
  • Custom fields
  • Smart events
  • Smart rules
  • Smart link clicks
  • Smart link fetches
  • Business user type
  • Limited or Full administrative privileges
  • Permissions to the Customization Services or Platform Services application
  • Custom applications, including hosted files
  • Custom packages
  • Custom objects
  • Custom menus
  • Conversion and import maps
  • Email templates
  • Platform Triggers
  • Unique indexes
  • Workflows
  • Document templates

Only full administrators can edit page layouts on standard pages.
  • Business user type
  • Full administrative privileges
  • Permissions to the Platform Services application

Only full administrators can access Platform Services features because only they can change the behavior of Sage Intacct pages.
  • Approving the installation of custom applications with user-defined dimensions (UDDs)
  • Business user type
  • Full administrative privileges
  • Permissions to the Platform Services application
  • Permission to approve installation of custom applications with user-defined dimensions (granted by a different administrator)

We recommend limiting this permission to one or two admin users who control the authorization and installation of applications with UDDs.

The installation of applications with UDDs must be authorized. There might be an associated cost for the company installing the application, UDDs cannot be uninstalled after they are in use, and transaction and report processing times can increase as UDDs are added.

Add or edit a Smart link fetch

The Smart link fetch list shows the fetch links that have been directly added to your company. It also lists those links installed as part of a package. From the list, you can add a new Smart link fetch, or edit an existing one.

Cannot edit a Smart link fetch? If a Smart link fetch was installed as part of a package, it will have a package name, and you can only view it.

Use the Smart link fetch wizard

There are three steps in the Smart link fetch Wizard:

  1. Choose object to extend: Select the object to which you want to add the web page content.

  2. Select fetch properties: Specify the URL of the web object to display and the conditions under which you want it to appear.

  3. Select deployment options: Name your Smart link fetch and describe where you want it to appear in the object.

Smart link fetch example

A printing company handles accounts in several states with multiple small shipments going out everyday. At the time an order is shipped, the shipper and shipping tracking number is entered into the shipping record. Customer service wants to be able to see the status of the shipment in Intacct.

The Smart link fetch would be set up as follows:

The following example uses custom fields that might not be in your company. You can get error alerts if you use the following example as is, without customizing it for your company.
  1. Depending on your subscriptions, do one of the following:
    • Go to Customization Services > Object customizations, then select Add (circle) next to Smart link fetches.
    • Go to Platform Services > Object customizations, then select Add (circle) next to Smart link fetches.
  2. On the Choose object to extend step, select Owner object, and select Invoice.
  3. Select Next.
  4. On the Select click properties step, set the following values:
    • Target: {!ARINVOICE.SHIP_URL!}{!ARINVOICE.TRACK_NO!}
    • Condition: {!ARINVOICE.TRACK_NO!}!=''
    • Height: 300
    • Width: 400
    • Show scrollbar: Checked
    • The shipper URL is everything needed in the URL up to the Tracking number.
      For UPS, the SHIP_URL would be: https://wwwapps.ups.com/WebTracking/processInputRequest?tracknum=
      This custom field is set up as a picklist of the company’s three shipping providers.
  5. Select Next.
  6. On the Select deployment options step, set the following values:
    • Label: Tracking View
    • Smart link ID: TRACKING_VIEW
    • Field set: [blank]
    • Show on page: Header
    • Description: Link to shipper tracking page.
    • Status: Active
  7. Select Save.