Knowledge: Passthrough values from external link when using Search or Lists page
Back
Knowledge
Title*Passthrough values from external link when using Search or Lists page
ManualAdministration
Manual Level TwoSearch
Created10/12/2020
DetailWhen using an external link into Sysero lists or search you may want to pass e.g. Matter Number that is then used in Automation created from that search or list.
First thing that is required is to make a common name that can be used by any automations. To do this in each automation you need to use do the following:
- Go to the field e.g. Matter Number in each Data Room that is linked to an Automation.
- Edit the field and go to Behaviour Settings > Enable External Name > Enter Name e.g. MatterNumber
- Repeat for any other fields that need a common name e.g. ClientNumber
Once these are setup you add the following syntax to end of search or list querystring:
- PassThrough : Querystring param name.
- Δ : Used for &
- Ω : Used for =
This is used like this &PassThrough=MatterNumberΩ111ΔClientNumnber=222
For search simply add the above to relevant search URL, for lists you need the additional querystring to jump to desired list:
- SelectedList : Where this = ID of List e.g. 333, note currently only way to find this quickly is using developer tools. Please ask Sysero for help.
- SelectedType : 0 for Dynamic Lists or 1 for Static, if you get wrong type no items will show.
So something like this should be appended to end of list URL &SelectedList=333&SelectedType=1
To hide ability to select other lists add &HideSelector=true to URL.
Additional Manual Locations
Administration | Lists | |
Administration | Integrations | iManage |