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Custom Links

Custom links let users open related records, external systems, or generated URLs from grid rows.

Section titled “Open The Links Menu”

Right-click a grid row and open the Links submenu. Depending on the dashboard, you may see:

  • Add Link.
  • Manage Links.
  • Show Links in Grid.
  • Built-in row actions such as View Record or Edit Record.
Section titled “Add A Custom Link”
  1. Right-click the grid and choose Links -> Add Link.
  2. Enter a Link Name.
  3. Enter a URL Template.
  4. Choose an icon.
  5. Use Available Columns to insert field placeholders.
  6. Save the link.

URL Templates

Section titled “URL Templates”

URL templates can include column placeholders wrapped in braces. For example:

https://example.com/customer/{entityid}

When a user clicks the link for a row, NimbusDash replaces {entityid} with that row’s value.

Use placeholders for values such as record IDs, customer IDs, transaction numbers, or other fields available in the grid.

Section titled “Manage Links”

Use Manage Links to review configured links. From the manage window, you can:

  • Reorder links.
  • Edit links.
  • Delete links.

If no custom links are configured, NimbusDash shows No custom links configured.

Section titled “Show Links In Grid”

Use Show Links in Grid to display link icons directly in a pinned grid column. This is useful when users need quick row-level actions without opening the context menu.

Section titled “Built-In NetSuite Record Links”

When the dataset includes NetSuite record information, NimbusDash can automatically add View Record and Edit Record actions. These links open the related NetSuite record, subject to the user’s NetSuite permissions.

Section titled “Related Docs”