URL actions allow Impact Hub Authors to add links to report visuals that open related records directly in Apricot. This makes it easier to move from aggregated reporting to record-level review or follow-up without manually searching in Apricot.
URL actions are configured per visual in Builder and use dynamic field values so the correct Apricot record opens based on the selected row.
Important things to know
Only Impact Hub Authors and Author Pro users can create or edit URL actions.
URL actions are added to individual visuals, not to an entire report.
URL actions rely on record ID fields from the dataset.
URL actions work best in single-organization reports.
Apricot record IDs are site-specific and may not resolve correctly in cross-organization or networked reports.
Pattern 1: Link to an Apricot document folder (by record ID)
Use this pattern when you want users to open the Document Folder for a selected record, such as a participant or case, to review related forms and documents.
When the action is used, Apricot opens the Document Folder for the selected record ID.
Build the document folder link in Impact Hub
Step 1: Open the report and select the visual
Open the report in Builder.
Select the table visual that contains the record ID you want to link from.
Step 2: Open visual actions
Open the Properties panel.
Select Interactions.
In the Actions section, select Add action.
Step 3: Configure the action
In the New action panel:
Action name: Document Folder Link
Activation: Select (or Menu option)
Action type: URL action
Step 4: Build the document folder URL
In the URL field, enter the Apricot document folder URL.
Replace the static record ID with a dynamic field token from the dataset.
Use the ⋯ menu to insert the correct anchor form document ID field.
Example pattern:
| URL with dynamic ID field |
Example: | https://apricot.socialsolutions.com/profile/index/id/ <<{Student Profile_ANCHOR_FORM_DOCUMENT_ID}>> |
Give it a try:
Replace {Field Name} in the example with the T1 anchor form record ID that you want to link to in Apricot | https://apricot.socialsolutions.com/profile/index/id/ <<{Field Name}>> |
Step 5: Choose how the link opens and save
Set Open in to New browser tab (recommended).
Select Save.
Test the action by selecting a row in the table.
Pattern 2: Link to edit an Apricot record (by record ID)
Use this pattern when reports are part of a workflow that includes updating or completing records in Apricot.
When the action is used, Apricot opens the Edit screen for the selected record ID.
Build the edit-record link in Impact Hub
Step 1: Add a second URL action
With the same visual selected, open Properties → Interactions.
Select Add action.
Step 2: Configure the edit action
In the New action panel:
Action name: Edit Student Profile (example)
Activation: Menu option (recommended when multiple actions exist)
Action type: URL action
Step 3: Build the edit URL
In the URL field, enter the Apricot edit-record URL.
Insert the dynamic record ID field using the ⋯ menu.
Example pattern:
| URL with dynamic ID field |
Example: | https://apricot.socialsolutions.com/document/edit/id/ <<{Student Profile_ANCHOR_FORM_DOCUMENT_ID>>
|
Give it a try:
Replace {Field Name} in the example with the T1 anchor form record ID that you want to link to in Apricot | https://apricot.socialsolutions.com/document/edit/id/ <<{Field Name}>> |
Step 4: Save and verify menu behavior
Select Save.
Confirm both URL actions appear under the visual’s Actions menu.
Right-click or open the menu on a table row and select the desired action.
Best practices for linking from Impact Hub to Apricot
To ensure URL actions behave predictably:
Open links in a new browser tab so users can return to Impact Hub easily.
Use menu options when a visual has more than one URL action.
Use clear, descriptive action names (for example, Edit Student Profile).
Verify the correct record ID field is used in the URL.
Test URL actions with multiple rows before publishing the dashboard.
Close Apricot tabs after completing actions to avoid confusion when returning to reports.
Avoid using URL actions in networked or cross-organization reports.
Troubleshooting tips
If a URL action doesn’t work as expected, check the following:
Does the visual include the correct record ID field?
Are dynamic field tokens inserted correctly in the URL?
Are you using the correct Apricot URL pattern (document folder vs. edit)?
Does the action appear only when a row is selected?
Does the link open the expected record in Apricot?