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To create a new link or edit an existing link, click the Edit Links icon,
, in the upper right corner of the Links panel.
If you want to create a new link, leave the Select Link to Edit field blank. To edit an existing link, select the link from the drop-down list in this field. Note that you can also edit an existing link by clicking the square beside the link in the Links panel. If you have done this, the link will automatically be selected in the Select Link to Edit field.
For each link that you create/edit, do the following:
Enter a Title for the link.
Choose a Type for the link. You can link to URLs or to reports within XFRACAS.
Specify either the URL or the Saved Report, depending on the link type.
Choose the group in which the link will appear. The available groups are maintained by the XFRACAS system administrator.
Specify the Display Order, which is the order in which the link will appear in the list of links. If you are posting a private link (i.e., the Display to Public check box is not selected), this will automatically be set to 3.
Specify the date and time that the link will first be displayed and the date/time that it will be removed from the Links panel using the Start Displaying At/Stop Displaying After fields. If these fields are left blank, the link will be displayed permanently (or until it is manually removed).
If you want the link to be displayed to all users, select the Display to Public check box. If this check box is not selected, only you will be able to see the link.
Determine when the link should be displayed (i.e., in which entities). This information is shown in the Entities field. Click the field name to change the entities.
To save your changes, choose Home > Portal Link > Save.
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