Custom links to generate dynamic reports in lightning

Question

The use of custom links to generate reports in classic Salesforce was possible using the url hacks and it was easy to append the report id at the end of the url and add the dynamic parameters as pv0, pv1 and so on..

But, with the introduction of lightning the url hack is not easy, rather it's very difficult to predict the url within lightning. With Spring'17 release, they have introduced dynamic custom reports

https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_rd_reports_filter_url.htm

I am looking for ways to use the same custom link to redirect to classic reports as well as lightning reports. Here are the options I tried,

1. IF with the CONTAINS method to see if the API base url contains "lightning.salesforce.com" (which may not be always true, looking at the release notes example) and then construct a hyperlink based off the IF result. Since the lightning url has multiple parameters, its difficult to hack the url.
2. I read about Global actions, which would be the the perfect way to overcome the url hacks, but looks like that's more useful when we are trying to create/update records. It doesn't seem to fit my requirements.

Answer 1

Not ideal but I ended up creating two custom links - one for Classic and one for Lightning - and adding them to the page layout. I couldn't see how to use Global Actions for this use case either.

Opportunity Report (Classic): /00O0J000009uZUR?pv0={!Opportunity.Id}

Opportunity Report (LEX): https://eu7.lightning.force.com/one/one.app#/sObject/00O0J000009uZURUA2/view?a:t=1487763110469&fv0={!Opportunity.Id}

I used the new '&fv0=...' functionality in Spring '17 for the LEX link (https://resources.docs.salesforce.com/206/latest/en-us/sfdc/pdf/salesforce_spring17_release_notes.pdf - search the pdf for fv0)

Downsides are - it seems you have to provide the full url for the LEX link, so if the org is migrated to another instance it will break. - you have to click an 'ok' button to authorise the redirect in LEX

If you are in Classic, both links work. You get the LEX report from the LEX link.

If you are in LEX, the Classic link gives you an empty report. The LEX link gives you LEX report, but only after clicking 'ok' button.

Answer 2

This guy seems to have figured out how to get the report to work:

http://biggerboatconsulting.com/supporting-report-filter-url-hacks-in-lightning-and-classic/

Answer 3

I was having issues with this as well! Depending on how complex your URL is, I was able to get around this by adding another tab to the Lightning page and adding report charts that are filtered on the record ID. This worked really well, but only if you are passing the ID through and nothing else.