Open a URL in new tab

The Open a URL in new tab action enables you to navigate to a different website in a new browser tab.

Common use-cases

• Direct users to external websites or pages without navigating away from the current page.

• Open items that were created by the feature such as tasks, meeting notes, and tickets.

• Download files exported by the feature such as PDFs, “.csv” files, and meeting recordings.

Setup

When the Open a URL in new tab action runs, the specified URL opens in a new browser tab.

Pro tip

If the URL is a file download link, a file will be downloaded to the user’s computer.

Example 1 - Directing support reps to customer analytics

In a customer support app, you can add a button that opens the website with the customer's analytics inside the ticket.

1. Add the Open a URL in new tab action to a feature in a ticket or conversation.

2. Match the customers info in the support app with the record in the external analytics app.

3. Open a URL in new tab will show you the contextual customer’s analytics and KPIs.

Example 2 - Incident response

Let’s say you’re a security team lead. In a security management app, agents need to open a “New incident report” in a new tab.

1. Create a new incident report as a record in a database.

2. Add an add-on feature to a ticket context in your security management app.

3. Add the Open a URL in new tab helper to the feature's workflow.

4. Map the URL of the incident report created in the first step, into the URL field.

While managing the incident in your security management app, clicking the button opens a new tab with the new incident report.

Pro tip

Even if the URL doesn’t exist, it’s often possible to create one by typing a URL prefix (e.g., google.com/event=) and the mapping the ID of the created item (258765), generating a new contextual URL: google.com/event=25876