The purpose of this document is to outline the steps required to set up external links within your Lexio data stories.
Integrations live in the 'Data' interface within your Lexio administrator panel.
Navigate to the 'Data' interface screen using the fly-out on the left-hand side of your screen.
Navigate to the data app on which you want to configure external linking.
Navigate to the 'External Linking' tab near the top of your screen.
Click '+ADD EXTERNAL LINK' at the top right-hand side of your page.
You are now at the External Linking configuration screen! Within this panel, you want to select the column within your Lexio table that you want to be clickable.
Whichever column you select here will be made clickable within your Lexio story tables.
Copy + paste any URL that is representative of a page you want your users sent to after clicking on a link within Lexio.
For example, if you want to link your 'Opportunities' column within a Salesforce story, then select the URL for any Salesforce Opportunity.
Select the part of the URL that is variable - meaning that it is different for each 'Opportunity' that you can select within Salesforce (or whatever other URL structure you choose).
Map this selection to a column within your data (usually this is an ID of some sort).
Hit 'TEST LINK' to verify that your links work and take you to the correct URL.
If everything is to your liking, the last thing to do is hit 'SAVE'. Congratulations! Your Lexio story tables now have weblinks.
Navigate to the relevant story to see your external links in action.
External links work with any URL structure that has consistently defined variables that reference columns within your data, such as Salesforce, Marketo, Jira, etc.
To add a link to a Lexio table column, the following conditions must be met:
- Any variable components of the URL must be able to be populated literally from columns in the same fact table as the link target column.
- There must only be one "link config" per target column.
External links are not deep links, which are typically only applicable to mobile applications. This means that your mobile browser will launch instead of any native apps you have set up.
Your data table must have the requisite ID field ingested from your data source, else Lexio will not recognize the necessary variable field to link to the URL.