Creating Smart Links[edit]


= 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|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&nbsp;'''''and there&nbsp;a total of 25 records in the search results that match the name of the&nbsp;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]]&nbsp;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|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|RTENOTITLE]] 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&nbsp;? (question mark) for example, '''"query"["SOW"] with "query"["?"]'''.

6. Click '''Save''' to set up a smart link.

[[File:Smart link6.jpeg|Save Search window]]

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|RTENOTITLE]]

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|RTENOTITLE]]. The '''Smart Links''' window appears that displays a list of smart links.

[[File:Smart link9.jpeg|Smart Links window]]

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Related Topics: [[Create_Smart_Link_for_Association|Creating Smart Links for Association]]&nbsp;&nbsp;