URL Actions - Tableau

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</noscript><div id="app" class="wrapper"><header id="tableau-help-article-header" class="container--full-width quick-help-header"><div class="container--centered"><div class="header__back-button"><back-button title="Go back"/></div><div class="header__mobile-menu quick-help-hidden"><menu-tree-toggle/></div><div class="header__logo quick-help-hidden"><a href="https://www.tableau.com/en-us/"><img src="./Resources/tableau-logo.png" class="header__logo__img" alt="Tableau"/></a></div><div class="header__search"><search-header-help placeholder="Search"/></div><div class="header__home-button"><home-button title="Go home"/></div></div></header><div class="container--navigation-top quick-help-hidden content-only-hidden"><div id="help-subheader" class="subheader print-hidden"><div class="container--centered"><h4 class="heading--subheader">Tableau Desktop and Web Authoring Help</h4></div></div><div class="container--top-links"><div class="container--centered container--breadcrumbs"><div><breadcrumb-links-help/></div></div><div id="help-container-menu-headings" class="container--menu-headings"><nav class="nav-medium-screen"><menu-heading-links-static-help menu-title="In this article" :disabled="false" :headings="pageHeadings"/></nav></div></div></div><div class="section--main container--full-width"><div class="container--centered"><nav class="nav-side nav-side--left" role="navigation"><menu-tree-help menu-title="Contents"/></nav><article role="main"><h1 id="contentH1">URL Actions</h1><div class="caption article__tags content-only-hidden quick-help-hidden"><span class="article__tags--applies-to">Applies to: Tableau Cloud, Tableau Desktop, Tableau Server</span><br/><span class="article__tags--role"> </span></div><div id="content-body">&#13; <p>A URL action is a hyperlink that points to a web page,&#13; file, or other web-based resource outside of Tableau. You can use&#13; URL actions to create an email or link to additional information about your data. To customize links based on your data, you can automatically enter field values as parameters in URLs. </p>&#13; <p class="note--tip"><b>Tip:</b> URL actions can also open in a web page object in a dashboard.&#13; See <a href="https://help.tableau.com/current/pro/desktop/en-us/actions_dashboards.htm">Actions and Dashboards</a> to learn more. </p>&#13; <p class="caption">A URL action run from a tooltip menu. The link reflects the action name, not the target URL.</p>&#13; <h2 is="heading-item" :level="2" id="open-a-web-page-with-a-url-action"><a name="Make"/>Open a web page with a URL action</h2>&#13; On a worksheet, select <span class="uicontrol">Worksheet</span> &gt; <span class="uicontrol">Actions</span>. From a dashboard, select <span class="uicontrol">Dashboard</span> &gt; <span class="uicontrol">Actions</span>.&#13; In the Actions dialog box, click <span class="uicontrol">Add Action</span> and then select <span class="uicontrol">Go to URL</span>.&#13; In the next dialog box, enter a name for the action. To enter field variables in the name, click the <span class="uicontrol">Insert</span> menu to the right of the <span class="uicontrol">Name</span> box. &#13; <p class="note"><b>Note:</b> Give the action a descriptive name, because the link text in the tooltip is the name of the action, not the URL.&#13; For example, when linking to more product details, a good name could&#13; be "Show More Details". </p></li>&#13; Use the drop-down list to select a source sheet or data source.&#13; If you select a data source or dashboard you can select individual&#13; sheets within it.&#13; Select how users will run the action. &#13; <table class="table--plain" style="width: 100%;"><colgroup><col/><col/></colgroup><tbody><tr><th style="text-align: left;">If you choose this option...</th><th style="text-align: left;">The action is run when the user...</th></tr><tr><td><span class="uicontrol">Hover</span></td><td>Mouses over a mark in the view. This option works best for highlight actions within a dashboard.</td></tr><tr><td><span class="uicontrol">Select</span></td><td>Clicks a mark in the view. This option works well for all types of actions.</td></tr><tr><td><span class="uicontrol">Menu</span></td><td>Right-clicks (control-clicks on Mac) a selected mark in the view, then clicks an option in a tooltip (menu). This option works particularly well for URL actions.</td></tr></tbody></table></li>&#13; For URL Target, specify where the link will open:&#13; <ul><li value="1"><b>New Tab if No Web Page Object Exists</b> — Ensures that the URL opens in a browser on sheets that lack web page objects. This is a good choice when Source Sheets is set to All or a data source. </li><li value="2"><b>New Browser Tab</b> — Opens in the default browser. </li><li value="3"><b>Web Page Object</b> — (Available only for dashboards with Web Page objects) Opens in the web page object you select.</li><p><img src="Img/urlaction-webpageobject.jpg" alt="three radio buttons for URL target: new tab if no web page object exists, new browser tab, and web page object. Below the web page object option is a drop down box to select the web page object"/></p></ul></li>&#13; <li value="7">Enter a URL &#13; <ul><li value="1">The URL should start with one of the following prefixes:<code>http</code>, <code>https</code>, <code>ftp</code>, <code>mailto</code>, <code>news</code>, <code>gopher</code>, <code>tsc</code>, <code>tsl</code>, <code>sms</code>, or <code>tel</code></li><p class="note"><b>Note</b>: If no prefix is entered, <code>http://</code> is automatically appended to the beginning and the URL action will work in Tableau Desktop. However, if a URL action with no prefix is published to Tableau Server or Tableau Cloud, it will fail in the browser. Always provide a fully qualified URL for actions if the dashboard will be published.</p><p class="note"><b>Note</b>: You can specify an ftp address only if the dashboard doesn't contain a web object. If a web object exists, the ftp address won't load. </p><li value="2"> Tableau Desktop also supports local paths like <code>C:\Example folder\example.txt</code>, as well as file URL actions.</li><li value="3">To enter field and filter values as dynamic values in the URL, click the <span class="uicontrol">Insert</span> menu to the right of the URL. Be aware that any referenced fields must be used in the view. For details, see <a href="#Using" class="MCXref xref">Using field and filter values in URLs</a>.</li></ul><p><img src="Img/urlaction5.png" style="text-align: center;" alt=""/></p><p class="caption">Below the URL you enter is a hyperlinked example you can click for testing.</p></li>&#13; <li value="8">(Optional) In the Data Values section, select any of the following options:&#13; <ul><li value="1"><b>Encode Data Values that URLs Do Not Support</b> — Select this option if your&#13; data contains values with characters that browsers don't allow &#13; in URLs. For example, if one of your data values contains an ampersand,&#13; such as “Sales &amp; Finance,” the ampersand must be translated&#13; into characters that your browser understands.&#13; </li><li value="2"><b>Allow Multiple Values via URL Parameters</b> — Select this option if you are&#13; linking to a web page that can receive lists of values via parameters&#13; in the URL. For example, say you select several products in a view&#13; and you want to see each product’s details hosted on a webpage.&#13; If the server can load multiple product details based on a list&#13; of identifiers (product ID or product name), you could use multi-select&#13; to send the list of identifiers as parameters.&#13; <p>When you allow multiple values, you must also define the delimiter escape character, which is the&#13; character that separates each item in the list (for example, a comma).&#13; You must also define the Delimiter Escape, which is used if the&#13; delimiter character is used in a data value.</p></li></ul></li>&#13; <h2 is="heading-item" :level="2" id="create-an-email-with-a-url-action">Create an email with a URL action</h2>&#13; <li value="1">On a worksheet, select <span class="uicontrol">Worksheet</span> &gt; <span class="uicontrol">Actions</span>. From a dashboard, select <span class="uicontrol">Dashboard</span> &gt; <span class="uicontrol">Actions</span>.</li>&#13; <li value="2">In the Actions dialog box, click <strong>Add Action</strong>, and select <strong>Go to URL</strong>.</li>&#13; <li value="3">In the Source Sheets drop-down list, select the sheet that contains the field with the email addresses you want to send to.</li>&#13; <li value="4">In the URL box, do the following:&#13; <ul><li value="1">Type <strong>mailto:</strong>, and click the <span class="uicontrol">Insert</span> menu at right to select the data field that contains email addresses.</li><li value="2">Type <strong>?subject=</strong>, and enter text for the Subject line.</li><li value="3">Type <strong>&amp;body=</strong>, and click the <span class="uicontrol">Insert</span> menu at right to select the fields of information that you want to include in the body of the email.</li></ul><p>In the example below, the “Email” field contains the email addresses, the subject is “City Information”, and the body text of the email consists of the city and state data that is associated with the email address.</p><p><img alt=" " src="Img/UsingActionEmail_BodyText.png"/>:</p></li>&#13; (Optional) Display data from your workbook in the body of your email as a vertical list instead of the default horizontal list. For example, suppose you have a horizontal list of cities, such as Chicago, Paris, Barcelona, which you would rather display vertically, like this:&#13; <p>Chicago<br/>Paris<br/>Barcelona</p><p>To make the list vertical, in the Data Values section, do the following:</p><ul><li value="1">Deselect <strong>Encode Data Values that URLs Do Not Support</strong> </li><li value="2">Select <strong>Allow Multiple Values via URL Parameters</strong>. </li><li value="3">Type <strong>%0a</strong> in the <strong>Value Delimiter</strong> text box to add line breaks between each item in the list. (These are the URL-encoded characters for a line break.)&#13; <h2 is="heading-item" :level="2" id="using-field-and-filter-values-in-urls"><a name="Using"/>Using field and filter values in URLs</h2>&#13; <p>When users trigger URL actions from selected marks, Tableau can send field, filter, and parameter values as variables&#13; in the URL. For example, if a URL action links to a mapping website, you could insert the address field to automatically open the currently selected address&#13; on the website.</p>&#13; <li value="1">In the Edit URL Action dialog box, begin typing the URL for the link. </li>&#13; <li value="2">Place the cursor where you want to insert a field, parameter, or filter value.&#13; <li value="3">Click the <span class="uicontrol">Insert</span> menu to the right of the text box and select the&#13; field, parameter, or filter you want to insert. The variable appears within angle brackets. You can continue adding as many variables as you need.&#13; <p class="note"><b>Note:</b> Any referenced fields must be used in the view. Otherwise, the link won't display in the viz, even if it functions when you click Test Link.</p><p><img src="Img/parameter1.png" style="text-align: center;" alt=""/></p></li>&#13; <h3 is="heading-item" :level="3" id="including-aggregated-fields">Including aggregated fields</h3>&#13; <p>The list of available fields includes only non-aggregated&#13; fields. To use aggregated field values as link parameters,&#13;