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 or other SBM pages.
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.