Create short Method URL

The Create Short Method URL action will create a short, unique link to a specific Method screen within your account.

  • Who Will Access This Link?
    • Guest User: link accessible by a contact within your account. Commonly used for a contact's portal page
      • Will need to specify the contact's Record ID (eg., the respective action result) so the page the contact reaches is specific to their data
    • Public User: link accessible by everyone 
    • Method User of your Account: link accessible only by a Method user
  • Open This Screen: the screen the link will show
  • Set this Active Record ID: if the screen is showing a record, this will be the record id for the record being viewed
  • Link Expiry (In Minutes): a link that expires will no longer work. Links can be set to never expire
  • Store URL in: where the url link is stored

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