Working with Quick Links

Quick links enable you to save and return to any page that is open in the content pane. For example, a quick link could open a specific report, the Submit form for a specific project, or a Web page. Once you've added quick links, you can access them from:

• The Quick Links () icon on the toolbar
• The Quick Links folder under Folders

To add a quick link to an item or form:

1. Locate the item or form that you want to add as a quick link.
2. Select Add to Folder from the Actions menu in the upper right corner.
3. Select Favorites | Quick Links from the Add to drop-down list.
4. Click Save.

To add a quick link to a view or report:

1. Locate the view or report that you want to add as a quick link.
2. Click the drop-down list next to the star icon, and select Quick Links.
3. Click Yes to add the quick link.

To add a quick link to a Web page:

1. Click Folders in the side menu.
2. Click the Add URL button.
3. Provide a name for the link in the Name field.
4. Specify the URL to an external Web page, other SBM pages, or to files stored on an accessible server in the URL field. The last option many not be available to you, depending on the Web browser you use. If you add a URL for a file, you must use the file:// prefix. For example: file://server/sharedfolder/file.txt.
5. Select Favorites | Quick Links from the Add to drop-down list.
6. Click Save.

To delete a quick link:

1. Click Folders in the side menu.
2. Select the Quick Links folder.
3. Click the delete icon next to the quick link.