Linking to Specific Items

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:

1. Browse to the desired page in the application.
2. 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.

3. In the Name field, enter a name for the view.

   Note:

   The current view name appears by default.

4. In the Description field, enter a useful description.
5. In the Folder field, click Browse and select the folder from the Folders Tree dialog box in which you want to create the link.
6. Check the Include item in link checkbox to include the item. Refer to Linking to Specific Items.
7. Click OK. The link is appended to the end of the process's list in the selected folder.
8. To rearrange the order of the links, refer to Arranging Links in a Folder.