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Hyperlink information

  • December 29, 2025
  • 1 reply
  • 26 views

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In a DocGen, how do you create a hyperlink from document to the property record you are sending the email from.   I am looking for a tag or something?

1 reply

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  • Nintex Employee
  • December 29, 2025

Steps to Create a Hyperlink in Microsoft Word

  1. Open the Word document where you want to add the hyperlink.

  2. Select the text that you want to display as the hyperlink
    (for example: View Property Record).

  3. Right-click the selected text and choose Link (or Hyperlink).

  4. In the Address field, paste the following URL:

     

    https://yourDomain.lightning.force.com/lightning/r/Property__c/<<PropertyIdTag>>/view

  5. Ensure that <<PropertyIdTag>> is the field tagger that represents the record ID of the Property record.

  6. Click OK to save the hyperlink.

  7. When the document is generated, the merge field will be replaced with the actual Property record ID, creating a clickable link that navigates directly to the Property record in Salesforce.