How to create a URL for the Action Digest page

Each team member needs a unique URL to access their Action Digest page. This is achieved by creating two custom formula fields on the Team Member record in Salesforce.

Step 1 - Retrieve the base URL

  1. Log in to Workforce Experience (WX).

  2. Go to the Actions page.

  3. Copy the URL from your browser. For example, https://sage41--fhcm2.vf.force.com/apex/fHCM2__CollaborationPortalIndex#/teammember/a0Y8d0000010qUN/actions.

  4. The part after ?teeammember? is the unique Saelsforce ID for the team member record.

Step 2 - Create the Team Member Salesforce ID field

  1. Go to Setup and select Object Manager.

  2. Select the Team Member.

  3. Create a new Formula field:

    • Return type: Text

    • Formula: CASESAFEID(Id)

Step 3 - Create the Action Digest URL field

  1. On the Team Member object, create another Formula field:

    • Return Type: Text

    • Formula structure: "https://sage41--fhcm2.vf.force.com/apex/fHCM2__CollaborationPortalIndex#/teammember/" + [Team Member ID Field API Name] + "/actions"

    • Example formula: "https://sage41--fhcm2.vf.force.com/apex/fHCM2__CollaborationPortalIndex#/teammember/" + X18__c + "/actions"

Step 4 - Add the URL to email templates

  • Insert the new URL field into your email templates

  • For absence-related emails, mirror Action Digest URL field in the Absence object if required