In this lesson we will cover:

– Sending Specific URLs

– Prefilling Form Data using URLs

Sending Specific URLs

When sending an email to a user that contains a hyperlink to the portal you can send them to a specific page on the portal by simply copying the URL for the specific page.

For example to send the user to a "New Starter" form we can include a hyperlink to https://myhalourl.halopsa.com/portal/newticket?tickettype_id=17

Prefill Form Data using URLs

To take this one step further it is also possible to prefill some of the data on the form by adding them as additional URL parameters. In the example below we have prefilled the First Name and Last Name custom fields by passing the additional URL parameters highlighted here.

https://myhalourl.halopsa.com/portal/newticket?tickettype_id=17&customfield_141=Terry&customfield_142=Tibbs

To construct the URL you need to use "customfield_" and the ID of the custom field that you want to prefill on the form.

Fig 1. Example of a New Ticket hyperlink with custom field data prefilled

You can obtain the custom field ID by going to the custom field on Halo and reading it from the URL:

Fig 2. Obtain the Custom Field ID