How to redirect an iForm to an entity profile page?
This applies to the newer versions of Changepoint (2021 R3 and newer) that feature the new card-style profile pages.
Updating Redirect URL for Intelligent Forms, if applicable:
a) Sign into Infiniti Manage, and then open the existing form.
b) Open the form in Design.
c) In Finish section, click Redirect. The Redirect Action Properties appear.
d) In the Text Value field, replace existing value with the new value:
[Enterprise URL]/Core/ContentRedirector.aspx?id=[EntityId]&type=EntityType
For example:
Create Project:
[q196]/Core/ContentRedirector.aspx?id=[Create Project.Project ID]&type=PRJ
Create Contract:
[q95]/Core/ContentRedirector.aspx?id=[New Engagement.EngagementId]&type=ENG
So rather than redirecting to
[q95]/core/sales/vwOpportunityInfo.aspx....
You'd redirect to
[q95]/Core/ContentRedirector.aspx?id=[OpportunityId]&type=OPP
Entity Codes:
CON : Contact
CUS : Customer / Client
CAM : Campaign
OPP : Opportunity / Candidate
ENG : Contract / Engagement / Initiative
PRJ : Project
BDG : Budget (for budgets, please also add &alternateId=RevisionID into the URL)
RES : Resource
REQ : Request
RSQ : Resource request
SUI : Support Item
PRD : Product
POR : Portfolio