Adding URL Attachments to Items

Use the Add/Modify URL dialog box to add a URL to an item. URLs can be links to a Web site external to SBM or to a page within SBM.

Tip: You can also add an URL to certain Text fields and to notes using the Rich Text Editor. For details, refer to Using the Rich Text Editor.

To add a URL to a primary or auxiliary item:

  1. Locate the item to which you want to add a URL.
  2. From the Actions drop-down list, select Add URL. The Add/Modify URL dialog box opens.
  3. Complete the fields on the Add/Modify URL dialog box as needed.
    Field Description
    Name Type a name that will appear as the link name. If you do not provide a name for a URL, the URL itself appears as a link.
    URL Type the URL path of the Web site in the box. The hypertext transfer protocol (http://) is automatically added to the URL if you do not provide it.
    Test URL Click this button to validate the URL. The Web page opens in the bottom pane of the dialog box.
    Browse/Move Reference to URL Box

    (Internet Explorer only)

    To attach a URL to a file, click Browse to navigate to the file, and then click the Move Reference to URL Box button to make the file path a cross-platform compatible URL. This allows you to create a link to a file that already exists on your organization's network. (To attach the actual file to the item, add a file attachment instead of a URL.)
    Note: Internet Explorer is the only browser that supports URLs to files. Links to files do not work for users accessing the SBM User Workspace from other browser types.
    Show URL as Image

    (URLs added to items only)

    Select this check box to display the image specified by the URL instead of a hyperlink. You must enter a URL to a graphic file such as http://www.company.com/image.gif for the graphic to appear. If you enter www.company.com and select to show the URL as an image, an image does not appear because there is not an image file specified in the URL.
    Tip: If the hyperlink appears broken in the form, try unchecking this check box.
    The file type that you can use for this feature depends on the file types your browser supports. Typically, this feature works for GIF and JPEG files, but can work in some browsers for PNG and BMP files as well.
    Note: This feature does not apply to URLs added to folders.
    Unrestricted

    (URLs added to items only)

    Select this check box to make the URL visible to all users who can view the item. Clear the check box to restrict the URL as specified by user privileges. The Unrestricted check box is disabled if you do not have privileges to set URLs as unrestricted for the selected project or auxiliary table.
    Note: This feature does not apply to URLs added to folders.
    On success, automatically close this window Select this check box to close the window when the URL is added.
  4. The Close This Window button appears after a URL is added. Click this button to close the Add/Modify URL dialog box.

Related Topics

Editing Notes and Attachments

Deleting Notes and Attachments