To add a link to an item or form to a folder:
- Locate the item or form that you want to add.
- Select
Add to Folder from the
Actions menu in the upper right corner, or
from the
Actions list in the Editable Grid.
- Select a folder from the
Add to drop-down list.
To add a link to a view or report to a folder:
- Locate the view or report that you want to add.
- Click the drop-down list next to the star icon, and select
My Folders or
My Shared Folders.
- Select a folder from the
Add to drop-down list.
To add a Web page to a folder:
- From the
My Reports,
Shared with Me, or
Knowledge Base view, click the
Add URL button.
- Provide a name for the link in the
Name field.
- Specify the URL to an external Web page or another
SBM
page.
- Select a folder from the
Add to drop-down list.
To add a problem or resolution to the Knowledge
Base:
- From the
Knowledge Base view, click
Submit Problem.
- From an existing problem, click the
Create New Resolution link to open the Submit
form for the Resolutions table.
To manage existing links:
- To move a link, drag the link to another folder.
- To copy a link, click the
Bulk Update () icon,
select the link, and click the
Copy button.
- To edit a link to a Web page, navigate to the link and click the
edit icon.
- To delete a link, navigate to the link and click the delete icon.
- To delete multiple items at once, click the
Bulk Update () icon,
select the items to delete, and click the delete icon.
Note: If your link points to a project or report that is later deleted,
the link is automatically removed from the folder.