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| − | + | = Creating Smart Links = | |
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| − | + | The Smart links feature is used to display relevant documents, such as agreements and associations for a particular agreement or association. The smart links are displayed on the Agreement Details Page. You can search for a specific agreement, save your search and create a smart link that appears on the Agreement Details Page. | |
| − | + | For example, say you are searching for the MSA Agreement'' ''and there a total of 25 records in the search results that match the name of the agreement. You can save these 25 records as a Smart Link. It appears on the ''''Agreement Details Page'as a smart link icon. Clicking on this icon displays these 25 agreements.'' | |
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| − | + | Your search parameters can be based on your business requirements and can be converted to smart links, saving you the time and efforts of navigating away from the current agreement and searching for other records. Smart Links can be created for agreements and associations. | |
| − | + | To create a smart link for an agreement: | |
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| − | + | 1. Perform a search (see Using Advanced Search) to look for the agreement you wish to add smart links to. '''Click''' the ''Search'' tile on the ''Home ''page. This opens the Advanced Search page. | |
| + | 2. '''Click''' ''Saved Search'' icon on the top right corner of the page. The ''Save Search'' dialogue box appears. | ||
| − | + | 3. In the ''Save search as'' box, '''type''' an appropriate name for your search. | |
| + | 4. In the ''Smart Link'' box, '''select''' ''Yes'' to set up a smart link. | ||
| − | + | 5. In the ''Edit Query'' box, replace the value of the text in the query bracket with ? (question mark) for example, ''"query"["SOW"] with "query"["?"]''. | |
| − | + | 6. '''Click''' ''Save'' to set up a smart link. | |
| + | <div class="image-green-border">[[File:Smart link6.jpeg|Save Search window]]</div> | ||
| + | 7. To view the smart link, '''click''' ''Agreements'' tile. The ''Agreements'' page appears. | ||
| − | + | 8. In the ''Enter Search here'' box, '''type''' the particular agreement type name, and then '''click''' the ''Search ''icon. | |
| − | + | 9. In the ''Search For'' list, select an attribute value. A list of agreements appear. '''Click''' the ''View Record ''icon. The particular ''Agreement'' ''Details'' page appears. | |
| − | + | 10. On the ''Details'' page, '''click''' the ''Smart Link'' icon. The ''Smart Links'' window appears that displays a list of smart links. | |
| + | <div class="image-green-border">[[File:Smart link9.jpeg|Smart Links window]]</div> | ||
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| − | + | Related Topics: [[Create_Smart_Link_for_Association|Creating Smart Links for Association]] | |
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Latest revision as of 09:10, 31 July 2020
Creating Smart Links
The Smart links feature is used to display relevant documents, such as agreements and associations for a particular agreement or association. The smart links are displayed on the Agreement Details Page. You can search for a specific agreement, save your search and create a smart link that appears on the Agreement Details Page.
For example, say you are searching for the MSA Agreement and there a total of 25 records in the search results that match the name of the agreement. You can save these 25 records as a Smart Link. It appears on the ''Agreement Details Page'as a smart link icon. Clicking on this icon displays these 25 agreements.
Your search parameters can be based on your business requirements and can be converted to smart links, saving you the time and efforts of navigating away from the current agreement and searching for other records. Smart Links can be created for agreements and associations.
To create a smart link for an agreement:
1. Perform a search (see Using Advanced Search) to look for the agreement you wish to add smart links to. Click the Search tile on the Home page. This opens the Advanced Search page.
2. Click Saved Search icon on the top right corner of the page. The Save Search dialogue box appears.
3. In the Save search as box, type an appropriate name for your search.
4. In the Smart Link box, select Yes to set up a smart link.
5. In the Edit Query box, replace the value of the text in the query bracket with ? (question mark) for example, "query"["SOW"] with "query"["?"].
6. Click Save to set up a smart link.
7. To view the smart link, click Agreements tile. The Agreements page appears.
8. In the Enter Search here box, type the particular agreement type name, and then click the Search icon.
9. In the Search For list, select an attribute value. A list of agreements appear. Click the View Record icon. The particular Agreement Details page appears.
10. On the Details page, click the Smart Link icon. The Smart Links window appears that displays a list of smart links.
Related Topics: Creating Smart Links for Association
