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| − | + | = Creating Smart Links = | |
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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. | + | 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|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. |
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| + | 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 agreement. You can save these 25 records as a Smart Link. It appears on the '''Agreement Details Page''' as a smart link [[File:Smart link8.jpeg|RTENOTITLE]] 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: | 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 [[My Dashboard]]. This opens the [[Advanced Search]] page. | + | 1. Perform a search (see [[Using_Advanced_Search|Using Advanced Search]]) to look for the agreement you wish to add smart links to. Click the '''Search''' tile on the [[My_Dashboard|My Dashboard]]. This opens the [[Advanced_Search|Advanced Search]] page. |
| − | 2. Click [[File: Smart link5.jpeg]] on the top right corner of the page. The '''Save Search''' dialogue box appears. | + | 2. Click [[File:Smart link5.jpeg|RTENOTITLE]] on the top right corner of the page. The '''Save Search''' dialogue box appears. |
| − | 3. | + | 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. | + | 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"["?"]'''. | + | 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. | + | 6. Click '''Save''' to set up a smart link. |
| − | [[File:Smart link6.jpeg]] | + | [[File:Smart link6.jpeg|RTENOTITLE]] |
| − | 7. To view the smart link, click '''Agreements''' tile. The '''Agreements''' page appears. | + | 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 [[File: Smart link2.jpeg]] | + | 8. In the '''Enter Search here''' box, type the particular agreement type name, and then click [[File:Smart link2.jpeg|RTENOTITLE]] |
| − | 9. In the '''Search For''' list, select an attribute value. A list of agreements appear. Click [[File: Smart link7.jpeg]]. The particular agreement '''Details''' page appears. | + | 9. In the '''Search For''' list, select an attribute value. A list of agreements appear. Click [[File:Smart link7.jpeg|RTENOTITLE]]. The particular agreement '''Details''' page appears. |
| − | 10. On the Details page, click [[File:Smart link8.jpeg]]. The '''Smart Links''' dialogue box appears that displays a list of smart links. | + | 10. On the Details page, click [[File:Smart link8.jpeg|RTENOTITLE]]. The '''Smart Links''' dialogue box appears that displays a list of smart links. |
| − | [[File:Smart link9.jpeg]] | + | [[File:Smart link9.jpeg|RTENOTITLE]] |
Revision as of 07:19, 2 March 2017
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 Agreementand there a total of 25 records in the search results that match the name of 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 My Dashboard. This opens the Advanced Search page.
2. Click 
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 
9. In the Search For list, select an attribute value. A list of agreements appear. Click 
. The particular agreement Details page appears.
10. On the Details page, click . The Smart Links dialogue box appears that displays a list of smart links.
