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Automations: Dynamic values in URLs

The Rich Text URL control now accepts dynamic field values, so URLs across SmartDoc, automation messages, and embedded rich-text content can resolve to the right record at runtime instead of pointing to a single hardcoded destination. ITSM teams sending MS Teams Actionable Notifications, GRC teams linking evidence pages to source records, and any builder embedding contextual links in rich text get a foundational upgrade.
Key Highlights
- Dynamic URL Composition: Highlight text in any rich-text field, click the URL control, and insert a field placeholder using the same picker that powers automation message bodies.
- ITSM Notification Foundation: The Open Record button on the upcoming MS Teams Actionable Notification action uses this capability to link straight to the relevant ticket or change request.
- SmartDoc Live Links: Rich-text URLs in SmartDoc fields can now resolve to the correct record on every view, no manual editing per record required.
- Single Underlying Control: The same dynamic URL control works everywhere the Rich Text component is used, so a builder learns the pattern once and applies it across surfaces.
- Backward Compatible: Existing static URLs continue to function unchanged, so no automation or SmartDoc content needs to be migrated.
How It Works
- Highlight the text you want to link in any rich-text field, click the URL control, and the URL input now supports the standard field picker.
- Use the field picker to insert placeholders that the system resolves to the live value at runtime when the automation runs or the SmartDoc renders for a record.
- Static URLs remain valid input; you can mix static and dynamic segments in the same URL when the destination needs both.
- The change applies wherever the Rich Text URL control appears, giving consistent behavior across automation messages, SmartDoc fields, and any embedded rich-text input.
Pair this with the upcoming MS Teams Actionable Notification action to send approval requests that land recipients on the exact record that triggered the workflow.