Creating Smart Links - Revision history

AmolR at 09:33, 21 January 2022

2022-01-21T09:33:08Z

AmolR at 09:31, 21 January 2022

2022-01-21T09:31:30Z

WikiSysop at 09:33, 28 November 2021

2021-11-28T09:33:44Z

WikiSysop at 09:31, 28 November 2021

2021-11-28T09:31:04Z

WikiSysop at 09:24, 28 November 2021

2021-11-28T09:24:10Z

WikiSysop at 08:11, 28 November 2021

2021-11-28T08:11:00Z

IDT-1 at 09:10, 31 July 2020

2020-07-31T09:10:50Z

IDT-3 at 05:39, 16 May 2019

2019-05-16T05:39:12Z

IDT-3 at 05:10, 20 August 2018

2018-08-20T05:10:10Z

IDT-3 at 07:38, 17 August 2018

2018-08-17T07:38:48Z

@@ Line 10: / Line 10: @@
 To create a smart link for an agreement:
-. Perform a search (see Using Advanced Search) to look for the agreement you wish to add smart links to. '''Click'''&nbsp;"Advanced"&nbsp; on the Home''page. This opens the Advanced Search page.
+. Perform a search (see Using Advanced Search) to look for the agreement you wish to add smart links to. '''Click'''&nbsp;"Advanced"&nbsp; on the Home''page. This opens the Advanced Search page.''
 . '''Click'''&nbsp;"Search"&nbsp;option on the top right corner of the page. The "Save Search" dialogue box appears.
@@ Line 23: / Line 23: @@
 <div class="image-green-border">7. To view the smart link, '''click''' Agreements tile. The "Agreements page appears.</div>
 .&nbsp;'''Click&nbsp;'''"View Smart Links" next to the agreement for which users want to view them.&nbsp;
-<div class="image-green-border">[[File:Agreememts SmartLinks.png|600px|8.0-CreateSmartlinks.PNG]]</div>
+<div class="image-green-border">[[File:Agreememts SmartLinks.png|500px|8.0-CreateSmartlinks.PNG]]</div>
 . In the "Enter Search here" box, '''type''' the particular agreement type name, and then '''click'''&nbsp;the "Search"''icon.''

@@ Line 1: / Line 1: @@
 = 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.
@@ Line 12: / Line 10: @@
 To create a smart link for an agreement:
-. Perform a search (see Using Advanced Search) to look for the agreement you wish to add smart links to. '''Click'''&nbsp;"Advanced"&nbsp; on the ''Home ''page. This opens the Advanced Search page.
+. Perform a search (see Using Advanced Search) to look for the agreement you wish to add smart links to. '''Click'''&nbsp;"Advanced"&nbsp; on the Home''page. This opens the Advanced Search page.
 . '''Click'''&nbsp;"Search"&nbsp;option on the top right corner of the page. The "Save Search" dialogue box appears.
@@ Line 25: / Line 23: @@
 <div class="image-green-border">7. To view the smart link, '''click''' Agreements tile. The "Agreements page appears.</div>
 .&nbsp;'''Click&nbsp;'''"View Smart Links" next to the agreement for which users want to view them.&nbsp;
-<div class="image-green-border">[[File:8.0-CreateSmartlinks.PNG|720px|8.0-CreateSmartlinks.PNG]]</div>
+<div class="image-green-border">[[File:Agreememts SmartLinks.png|600px|8.0-CreateSmartlinks.PNG]]</div>
 . In the "Enter Search here" box, '''type''' the particular agreement type name, and then '''click'''&nbsp;the "Search"''icon.''
@@ Line 31: / Line 29: @@
 . On the "Details" page, '''click'''&nbsp;the Smart Link icon. The Smart Links window appears that displays a list of smart links.
 Related Topics: [[Create_Smart_Link_for_Association|Creating Smart Links for Association]]&nbsp;&nbsp;

@@ Line 23: / Line 23: @@
 . '''Click'''&nbsp;"Save" to set up a smart link.
-<div class="image-green-border">[[File:Smart link6.jpeg|Save Search window]]</div>
+<div class="image-green-border">7. To view the smart link, '''click''' Agreements tile. The "Agreements page appears.</div>
 . To view the smart link, '''click''' Agreements tile. The "Agreements page appears.
-−
 .&nbsp;'''Click&nbsp;'''"View Smart Links" next to the agreement for which users want to view them.&nbsp;
+<div class="image-green-border">[[File:8.0-CreateSmartlinks.PNG|720px|8.0-CreateSmartlinks.PNG]]</div>
 [[File:8.0-CreateSmartlinks.PNG|720px]]
-−
 . In the "Enter Search here" box, '''type''' the particular agreement type name, and then '''click'''&nbsp;the "Search"''icon.''

@@ Line 28: / Line 28: @@
 .&nbsp;'''Click&nbsp;'''"View Smart Links" next to the agreement for which users want to view them.&nbsp;
-&nbsp;
+[[File:8.0-CreateSmartlinks.PNG|720px]]
-. In the "Enter Search here" box, '''type''' the particular agreement type name, and then '''click'''&nbsp;the "Search"''icon.
+. In the "Enter Search here" box, '''type''' the particular agreement type name, and then '''click'''&nbsp;the "Search"''icon.''
 . In the "Search For" list, select an attribute value. A list of agreements appear. '''Click'''&nbsp;the "View Details"''&nbsp;''icon. The particular Agreement&nbsp;"Details" page appears.
 . On the "Details" page, '''click'''&nbsp;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>
+<div class="image-green-border">&nbsp;</div>
 &nbsp;
 Related Topics: [[Create_Smart_Link_for_Association|Creating Smart Links for Association]]&nbsp;&nbsp;

@@ Line 20: / Line 20: @@
 . In the "Smart Link" box, '''select''' ''Yes'' to set up a smart link.
-. 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"["?"]''.
+. 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"["?"].
-. '''Click''' ''Save'' to set up a smart link.
+. '''Click'''&nbsp;"Save" to set up a smart link.
 <div class="image-green-border">[[File:Smart link6.jpeg|Save Search window]]</div>
-. To view the smart link, '''click''' ''Agreements'' tile. The ''Agreements'' page appears.
+. To view the smart link, '''click''' Agreements tile. The "Agreements page appears.
-. In the ''Enter Search here'' box, '''type''' the particular agreement type name, and then '''click'''&nbsp;the ''Search ''icon.
+.&nbsp;'''Click&nbsp;'''"View Smart Links" next to the agreement for which users want to view them.&nbsp;
-. In the ''Search For'' list, select an attribute value. A list of agreements appear. '''Click'''&nbsp;the ''View Record ''icon. The particular ''Agreement'' ''Details'' page appears.
+&nbsp;
-. On the&nbsp;''Details'' page, '''click'''&nbsp;the ''Smart Link'' icon. The ''Smart Links'' window appears that displays a list of smart links.
+. In the "Enter Search here" box, '''type''' the particular agreement type name, and then '''click'''&nbsp;the "Search"''icon.
 <div class="image-green-border">[[File:Smart link9.jpeg|Smart Links window]]</div>
 &nbsp;
 Related Topics: [[Create_Smart_Link_for_Association|Creating Smart Links for Association]]&nbsp;&nbsp;

@@ Line 6: / Line 6: @@
 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''&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&nbsp;icon. Clicking on this icon displays these 25 agreements.''
+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&nbsp;icon''. ''Clicking&nbsp; 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.
@@ Line 12: / Line 12: @@
 To create a smart link for an agreement:
-. 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.
+. Perform a search (see Using Advanced Search) to look for the agreement you wish to add smart links to. '''Click'''&nbsp;"Advanced"&nbsp; on the ''Home ''page. This opens the Advanced Search page.
-. '''Click'''&nbsp;''Saved Search'' icon&nbsp;on the top right corner of the page. The ''Save Search'' dialogue box appears.
+. '''Click'''&nbsp;"Search"&nbsp;option on the top right corner of the page. The "Save Search" dialogue box appears.
-. In the ''Save search as'' box, '''type''' an appropriate name for your search.
+. In the Save search as box, '''type''' an appropriate name for your search.
-. In the ''Smart Link'' box, '''select''' ''Yes'' to set up a smart link.
+. In the "Smart Link" box, '''select''' ''Yes'' to set up a smart link.
 . 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"["?"]''.

@@ Line 6: / Line 6: @@
 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.''
+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.

@@ Line 6: / Line 6: @@
 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.''
+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.
@@ Line 12: / Line 12: @@
 To create a smart link for an agreement:
-. 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.
+. 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.
-. Click [[File:Smart link5.jpeg|RTENOTITLE]] on the top right corner of the page. The '''Save Search''' dialogue box appears.
+. '''Click''' [[File:Smart link5.jpeg|RTENOTITLE]] on the top right corner of the page. The ''Save Search'' dialogue box appears.
-. In the '''Save search as''' box, type an appropriate name for your search.
+. In the ''Save search as'' box, '''type''' an appropriate name for your search.
-. In the '''Smart Link''' box, select '''Yes''' to set up a smart link.
+. In the ''Smart Link'' box, '''select''' ''Yes'' to set up a smart link.
-. 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"["?"]'''.
+. 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"["?"]''.
-. Click '''Save''' to set up a smart link.
+. '''Click''' ''Save'' to set up a smart link.
-[[File:Smart link6.jpeg|Save Search window]]
+. In the ''Enter Search here'' box, '''type''' the particular agreement type name, and then '''click''' [[File:Smart link2.jpeg|RTENOTITLE]]
-. To view the smart link, click '''Agreements''' tile. The '''Agreements''' page appears.
+. 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.
-−
-. In the '''Enter Search here''' box, type the particular agreement type name, and then click [[File:Smart link2.jpeg|RTENOTITLE]]
-−
-. 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.
-−
-. 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]]
 &nbsp;
 Related Topics: [[Create_Smart_Link_for_Association|Creating Smart Links for Association]]&nbsp;&nbsp;