Creating and Modifying Smart Links

Smart Links are pop-up reports on attributes that are built from associated attributes. When the user hovers over an attribute in a report that has a smart link, this context-sensitive information is displayed in a pop-up. When the user moves off the attribute the report disappears. The Smart Link Editor allows you to create smart links for available attributes and to modify existing smart links. You can also delete a smart link that is not useful and restore it at any time by adding a new smart link for that attribute. You give smart links privileges to users and groups in the Feature Security tab of the User and Group Editors.

To add a smart link:

From the Admin menu, choose Project Defaults.
From the Settings list, click Smart Links. This displays a Smart Links list with all the attributes that currently have smart links.
Click the Add icon to display a pop-up dialog with an Available Attributes list. This list is populated with available attributes that are not currently used in a smart link.
Click the down arrow and select an attribute from the list. Click OK. This displays a window where you can design the smart link.
The attribute you selected is highlighted in the Smart Links list.
In the Available box, click on the linked attributes that you want to include in the smart link report.
Click to move the linked attributes to the Selected list. These will appear in the Smart Link pop-up for the main attribute.

Click to move the attribute out of the Selected list.

Click to move the linked attribute up in order of appearance or to move it down.

In the Selected box, select an item, and click the Edit icon . This displays a Smart Links editor. This dialog lets you modify the label of the linked attribute, select associated forms of the attribute to display, and specify the order in which to display them.

Attribute Name - You can modify the label of the attribute that will appear in the smart links pop-up.

Form Name - Forms associated with the attribute for example, ID, #, Name.

Display Status - You can display or hide forms. Select the check box to display the form; clear the check box to hide it.

Order - Enter the left-to-right order in which you want the form name to appear in the smart link pop-up.

Click Apply to save the changes.

To edit a smart link:

From the Admin menu, choose Project Defaults.
From the Settings list, click Smart Links. This displays a Smart Links list with all the attributes that currently have smart links.
Select the attribute for which you want to modify the smart link pop-up.
Click the Edit icon . This displays a window where you can edit the smart link.
The attribute you selected is highlighted in the Smart Links list.
In the Available box, click on the linked attributes that you want to include in the smart link pop-up.
Click to move the linked attributes to the Selected list. These will appear in the Smart Link pop-up for the main attribute.

Click to move the attribute out of the Selected list.

Click to move the linked attribute up in order of appearance or to move it down.

In the Selected box, select an item, and click the Edit icon . This displays a Smart Links editor. This dialog lets you modify the label of the linked attribute, select associated forms of the attribute to display, and specify the order in which to display them.

Attribute Name - You can modify the label of the attribute that will appear in the smart links report.

Form Name - Forms associated with the attribute for example, ID, #, Name.

Display Status - You can display or hide forms. Select the check box to display the form; clear the check box to hide it.

Order - Enter the left-to-right order in which you want the form name to appear in the report.

Click Apply to save the changes.

To delete a smart link:

From the Admin menu, choose Project Defaults.
From the Settings list, click Smart Links. This displays a Smart Links list with all the attributes that currently have smart links.
Select the smart link attribute that you want to delete.
Click the Delete icon . This displays a confirmation dialog box.
Click OK to delete the smart link.