Deep linking in DataGuide enables you to open a specific form or document template associated with a record using a predefined URL. This capability simplifies access by allowing users to directly navigate to the required form or document without manually locating it within the application.

By providing direct access to both Forms and Document Templates, deep links streamline workflows, reduce navigation effort, and enable faster access to relevant data and generated outputs.

Deep links can be shared through external channels such as:

Deep links allow you to open a specific Form associated with a record, such as Work Order. It transforms how users and partners interact with Work Order–related forms:

Deep links allow you to open a specific Document Template associated with a record, such as Work Order. It enhances access to generated documents:

External partners perform field activities associated with work orders and require timely access to relevant task information to ensure efficient execution. To support this need, organizations provide partners with direct, secure access to data collection forms through deep links. This approach eliminates the need for partners to navigate through multiple application screens, reducing access time, minimizing friction, and enabling faster task completion while maintaining continuity within their workflow. For a detailed use case, see Providing Direct Access to Forms and Templates Using Deep Links.