Generating Custom Reports via Custom Link

Question

I am trying to generate a report in Lightning with the help of custom link on the Contract. Thought of using the url hack like classic by adding the parameters but no luck in generating the report with the help of custom link through this approach. I tried to use the same custom link to generate reports in LEX as well as classic depending on the user.

Below are the options tried for genrating the report:

Option-1: Provided Full url to the custom link

https://org62--mydev.lightning.force.com/one/one.app#/sObject/00O30000002NnM7/view?fv4= {!Contract.ContractNumber}

This is working fine but needs to give Full URL and If i move to another sandbox this is failing and requires a change in every environment.

Also tried giving only this in the custom link - /one/one.app#/sObject/00O30000002NnM7/view?fv4= {!Contract.ContractNumber} --> WORKING ALL TIMES

/00O30000002NnM7?pv4={!Contract.ContractNumber} --> WORKING IN CLASSIC but in LEX it's not displaying the report

Option-2: I used a condition to differentiate between classic and LEX user using the Theme and tried to use the URL but no luck.

IF($User.UIThemeDisplayed=='Theme4d',

'/one/one.app#/sObject/00O30000002NnM7/view?fv4=',

'/00O30000002NnM7?&pv4=')

{!Contract.ContractNumber}

)

When I do this I am getting an error as below: Illegal URL assignment

Can anyone help me on the Option-2 as I can differentiate between classic and LEX user and direct to the correct URL?

Answer 1

You need to create a lightning controller with the component and use the force:navigateToURL event: https://developer.salesforce.com/docs/atlas.en-us.lightning.meta/lightning/ref_force_navigateToURL.htm

Say you have a component that has a link:

<a href="<some url>">My Report</a>

Drop the href and pass and onclick handler to it

<a href="" onclick="{!c.goToReport}">My Report</a>

Now handle the event in the controller and call the navigate to url event

goToReport: function(component, event, helper) {
    var urlEvent = $A.get("e.force:navigateToURL");
    urlEvent.setParams({
      "url": "<report url path with query params>"
    });
    urlEvent.fire();
}

Answer 2

To address the issue of the base URL changing in each environment, I have a Hierarchy Custom Setting called Environment_Settings__c with a few variables that are commonly used (such as Base_URL__c) and the default values are specific to the environment.

Hierarchy Custom Settings are accessible from field formulas, email templates and many other places in Salesforce.

If you need to retrieve the custom settings in Apex, you can use:

Environment_Settings__c envSettings = Environment_Settings__c.getInstance();
String classicBaseURL = envSettings.Base_URL__c;
String lexBaseURL = envSettings.LEX_Base_URL__c;

This let's you deploy your code, fields, etc and they work correctly without making code changes per environment.

You just need to remember to update Environment Settings after you do a Sandbox refresh!

Hope this helps.

Mike