Adding URLs to DART Constituent Records Based On Constituent Lookup ID's

What does it do?

Creates a URL link to a BO report Constituent LookupID column that takes the user to the respective DART constituent record.

Why is this done?

This is very helpful when you want the ability to navigate directly from a BO report row to the corresponding constituent's record in DART. 

How is this done?

In BO, locate the report you want to modify.

1. Add/ensure that you have pulled both Constituent LookupID and ConstituentSYSTEMID into the report.  

Also, ensure that there is a column displaying the Constituent Lookup ID’s (without URL’s yet) in your report output.

2. Duplicate the existing Constituent LookupID column in the position where you want the linked LID’s to appear. Also name this column “Constituent LookupID”.

3. Right-click on this new column and select “Add Hyperlink”. 

Copy and paste the following string into the “Target URL” box: 

https://dartbbecprod.dsc.umich.edu/bbappfx/webui/webshellpage.aspx?databasename=BTP_Prod#pageType=p&pageId=88159265-2b7e-4c7b-82a2-119d01ecd40f&recordId=[ConstituentSYSTEMID]
 

 Click “Ok” to exit.

4. The column will now have a URL in the formula, but will either still display as blank, or open up a non-existent web page. Clear out the formula box and copy and paste the following string into it:

="<a href=https://dartbbecprod.dsc.umich.edu/bbappfx/webui/webshellpage.aspx?databasename=BTP_Prod#pageType=p&pageId=88159265-2b7e-4c7b-82a2-119d01ecd40f&recordId="+[ConstituentSYSTEMID]+" target=_blank>"+[zConstituent LookupIDs]+"</a>"

The hyperlinked LID’s should now show up in the column.

5. Now, right-click and hide the original “Constituent LookupID” column without links. You still need this column to exist in the report, otherwise any other columns linked to the merged LID’s (ie. Columns that use the “In([zConstituent LookupIDs])” ) will fail to display data.

6. The report should finally have only a single, visible Constituent LookupID column that is hyperlinked to the DART constituent’s record!