Tokens are used frequently in various areas in CloudRadial.
To put them simply, they're placeholder values that are denoted with the @ sign, followed by some kind of text help clarify what they're being replaced by.
Some tokens, like Menu Item tokens, always get replaced by the same information and can't be modified.
Using Menu Item Tokens
Menu item URLs or links can contain either predefined, company-level defined or partner-level defined tokens. Tokens will be evaluated in that order. The predefined menu tokens that are usable in the menu item URLs are:
- @UserOneDrivePath - The online URL to the user's OneDrive directory.
- @CompanySharePointPath - The online URL to the company's SharePoint directory.
- @SharePointPath - The root SharePoint site for the company's tenant (requires the following GDAP permission: Sites.Read.All)
- @UserName - The user's display name.
- @UserEmail - The user's email address.
- @UserPSAKey - The user's PSA key.
- @UserOfficeKey - The user's Office object ID (in the form of a GUID).
- @CompanyPSAKey - The PSA key of the company.
- @CompanyPSAIdentifier - The company's PSA identifier.
- @CompanyOfficeKey - The company's Office tenant ID (in the form of a GUID).
- @PaymentPortal - Opens the ConnectBooster payment portal setting from Partner > Integrations using single sign-on.
- @ClipTraining - If integrated with ClipTraining, opens the platforms Home Page.
- @ClipTrainingChannel|channel name - Opens specific ClipTraining channel.
- @ClipTrainingCourse|course name - Opens specific ClipTraining course.
Examples:
To create a link that opens the user's OneDrive location, create a new menu item and enter the URL:
@UserOneDrivePath
To create a link that opens a specific SharePoint group site, enter the URL:
@CompanySharePointPath/sites/marketing
To create a link that passes the user's email, enter the URL:
https://www.surveylink.com?email=@UserEmail
Comments
1 comment
I had some issues making this work until I realized that tokens are case-sensitive.
Article is closed for comments.