Links Panel
The Links panel (displayed on the left side of most pages in XFRACAS) provides quick and convenient access to selected reports and charts and can include any uniform resource locator (URL) that can be accessed via a web browser.
This panel may contain personal links that are visible only to you as well as public links that are visible to all users in a specified entity.
To manage your links, click Edit Links in the upper right corner of the panel.
Creating, Updating or Deleting a Link
- To create a new link, select the blank option in the Select Link to Edit list and then enter at least the required fields and click Home > Portal Link > Save.
- To edit an existing link, select it from the list, make the desired changes and click Home > Portal Link > Update.
- To delete an existing link, select it from the list and click Home > Portal Link > Delete.
Link Properties
- Title - the anchor text that is visible in the page.
- Type - in addition to URL (which is always available), this list also includes any type of report or chart that you can view in the Reports and Charts pages (e.g., Standard Reports, My Reports, Public Reports, etc.). After you select the type, enter the URL or select a specific Saved Report.
- Group - the options depend on the entity's configurable settings. The quantity of links displayed in each group depends on the Portal Preferences.
- Display Order - sets the display order within the selected group.
- Start Displaying At and Stop Displaying After - a date range when the link will be visible. If not specified, the link will be visible immediately and will remain visible unless it is manually deleted.
- Display to Public - if selected, the link will be visible to all users in the specified entit(ies). The ability to manage public links is available only to users with the "Portal - Create Public Links and Announcement" and "Portal - Modify Public Links and Announcements" permissions.
- Owner - the user who created the link.
- Entities - the entit(ies) where the link will be visible.