Use Smart link clicks for targeted links

A Smart link click is a conditional link that's embedded in a form object. The link can be set up to appear only if certain criteria are met. For example, you might have a field in your customer record for a stock ticker. You could create a Smart link click that displays a link to a stock quote page for records with data in the stock ticker field.

When the link is selected, it brings up the specified web page in a new window. The wizard helps you set up the parameters for this new window.

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

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 click

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

Can't edit a Smart link click? If a Smart link click was installed as part of a package, it will have a package name, and you can only view it.

Use the Smart link click wizard

There are three steps in the Smart link click Wizard:

  1. Choose object to extend: Select the object to which you want to add the link.

  2. Select click properties: Specify the target of the link and the conditions under which you want the link to appear. The condition must be written as an expression, such as {!ARINVOICE.TOTALENTERED!} > 10000.

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

Smart link clicks example

A craft store uses vendors that maintain a list of inventory levels on their websites. Buyers like to see the available inventory from the vendors, so a buyer set up a custom field to enter the vendor's inventory page URL. Now the buyer wants to create a link on the Vendor page to let other buyers click straight to the inventory information.

To set up this Smart link click:

  1. On the “Choose Object to Extend” step, select Object and select Vendor.
  2. Select Next.
  3. On the “Select Click Properties” step, set the following values:
    • Target: {!VENDOR.INV_URL!}
    • Condition: {!VENDOR.INV_URL!}!=''
    • Height: 600
    • Width: 800
    • Position: 0
    • Resizable: Selected
    • Show scrollbar: Selected
    • Show address bar: Selected
    • Show toolbar: Selected
    • Show menu bar: Selected
    • Show status bar: Selected
  4. Select Next.
  5. On the “Select Deployment Options” step, set the following values:
    • Label: Vendor Inventory
    • Smart link ID: VENDOR_INVENTORY
    • Field set: Helpful Links
    • Show on page: Vendor
    • Description: Link to vendor inventory page.
    • Status: Active
  6. Select Save.

This Smart link click will display on any vendor page that has the inventory URL.