How to link directly to a subpanel in WorkFlow Email Templates

[Rich2]

If you want to use workflow to send out a notice with a link directly to a subpanel on the target record there are a couple tricks that will help you do this. You will need firefox & firebug and a familiarity with workflow email alert templates. (There is probably an easier way to find the subpanel id in HTML, but this works.)

10 step process:

1. Go to the record page you want to link to.
2. Make a copy of the page address(for example: http://sugar/index.php?module=Accoun...7-4946b35ef5ea) save this for step 9.
3. Scroll down to the desired subpanel you want to link directly to.
4. Open Firebug. (to install firebug go to www.getfirebug.com)
5. In the HTML tab of firebug, hoover over the HTML until your subpanel is highlighted, typically the whole page will be highlighted, click the plus to drill down further and further continueing to hoover over the lines of code until your subpanel is highlighted.
You will go through:
<td id="main">
<table class="subpanelTabForm"...
and eventually you will get to:
<ul id="subpanel_list" class="noBullet">
You will see here a list of the subpanels. So lets say you wanted the contacts subpanel in accounts you would hoover over this line:
<li id="whole_subpanel_contacts" class="noBullet">
Make note of that id (whole_subpanel_contacts) for step 9.
6. Go to your workflow alert email template
7. In the edit mode on your workflow alert email template insert the record name using the insert tool, for example the text will look like this: {::future::accounts::name::}. Now replace the 'name' with the text 'id', so it looks like this: {::future::accounts::id::}. Make a note of it for step 9.
8. Now in the template editor highlight the text you want to be a link and then click the link icon (it looks like a chain).
9. In the link icon popup window in the 'Link URL' field paste the following:
9.1 First paste the URL you got in step 2 ( http://sugar/index.php?module=Accoun...7-4946b35ef5ea)
9.2 Then replace the record id (932bd4d0-e0a1-647e-6267-4946b35ef5ea) with the text from step 7 ({::future::accounts::id::}.
9.3 Then at the end of the new string add a '#' and the text you noted in step 5 (whole_subpanel_contacts)
9.4 Your full URL Link should look something like this: http://sugar/index.php?module=Accounts&action=DetailView&record ={::future::accounts::id::}#whole_subpanel_contact s
10. Choose if you want to open in a new window, give it a title and press insert. Done.