If you create a link for your own needs, you usually want this link to include a specific item. If you are creating a link that serves multiple users, such as a Playbook link, the item context should be removed.
Note: It is possible to remove the item context when editing a link. When the item context is removed, it is not possible to recheck this option.
To add a link to Processes:
- Browse to the desired page in the application.
- From the Collaborate menu, choose Add Process Link.
Or
In the Guide pane, on the Processes tab, click the Add button's arrow and choose Process Link from the drop-down menu.
The Add Process Link dialog box appears.
- In the Name field, enter a name for the view.
Note: The current view name appears by default.
- In the Description field, enter a useful description.
- In the Folder field, click Browse and select the folder from the Folders Tree dialog box in which you want to create the link.
- Check the Include item in link checkbox to include the item. Refer to Linking to Specific Items.
- Click OK. The link is appended to the end of the process's list in the selected folder.
- To rearrange the order of the links, refer to Arranging Links in a Folder.