Content Preferences

Use the Content page to set the initial home page, preferred application, and quick links for users. These options apply only to the SBM User Workspace.

Note: When you set preferences for groups, group members may not have privileges in all applications or reports in the list. In this case, changes do not apply to those users.

Home Page Options
- Show Launch Page
  Select this check box to open the Task page when users log in to the SBM User Workspace or select any application tab. Clear this check box to open the home page report specified for each application. By default, the Task page is the home page for new users.
- Applications

Select an application from the list to set the home page report and quick links for that application, and then save your changes. Repeat this process for each application in the list.

Home Page Report

Enables you to set the home page report for each application. Search for or select reports, including built-in, System, and custom reports. To select a different home page report for each application, select an application from the Application list, and then select the report from the Home Page Report list. If you are selecting a home page report for the user's preferred application and you have not enabled the Launch page for this user, the report runs when the user logs on to the SBM User Workspace, clicks the Home button, or selects the Application tab for the preferred application.

Application Options

Preferred Application
Select the application that determines which Application tab is selected by default.
Tabs to Display
Sets the number of Application tabs that are displayed on the Application toolbar. Applications that exceed this limit are listed on the More tab.
Application Tab Order
To order Application tabs on the Application toolbar in the SBM User Workspace, select an application, and then click the Up and Down buttons.

Quick Link Options

You can create an initial set of quick links for users, who can then add or remove quick links later. Quick links apply only to the SBM User Workspace.

These options are not available when you are setting preferences for group accounts.

To add a quick link, type a name in the Link Name box, and then select one of the following options:

Execute Report
Click the list arrow to select from reports the user has privileges to run in any application or auxiliary table, as well as built-in reports and System reports. You can also search for reports by title.
Submit Into
Lists the projects the user has privileges to submit into based on the application selected in the Application list located in the Home Page section. Select a project from the list to open a Submit form for that project each time the user selects the quick link. You can also search for a project by name.
Advanced Lookup
Contains the primary table associated with the application selected in the Application list located in the Home Page section as well as auxiliary tables the user has privileges to access. Select a table from the list to open the Advanced Lookup Tool for that table each time the user selects the quick link.
URL
With URL selected form the list, type a Web address in the URL box, and then click Create Link. Optionally, provide a link for the name.

To remove a quick link, select it in the list, and then click the Remove icon ().