TABLE OF CONTENTS
Purpose
As a system administrator, you can create Links. These links can point either to a page within Clew (internal link) or to an external resource outside of Clew (external link).
Internal and external links work the same way. Just ensure that your audience can access the linked page and are not blocked from viewing it.
You can create, enable, and disable a link. However, you can't delete a link, only disable it.
Step-by-Step Guide How To Create a Link
- Navigate to Admin > Links. On this page you will see a table containing any existing links in your Platform.
- Click 'Add' to create a new link. When the page loads, you will see "Add Custom Link" form. Complete the form and click save to create the link, see each field described below.
- In the section Title Translations, you can translate the title to relevant languages if you have multiple languages set up in your system.
Title Description Title [required] The title is what the end users will see when they see the link you created. The title is also used in the admin page list for links. Link URL [required] This is the link that the users will be redirected to. Link Type [required] This is the type of the link and it will make the link appear in different areas of the CGR Platform. Please refer to the table below for details for each type. Position This is used to customise the order that the links are displayed to the end user. You can modify the position between all the links. For example, if you have 2 links for the create menu you can arrange the order which of the two links is displayed above/ below the other. Register [sometimes called Project] Scope: You can select the registers that are permitted to view these links. Open in a new tab When the user clicks the link it opens it on a new tab if ‘yes’ is selected. Icon and color This allows you to further customise your link by changing its appearance. Teams The link can be made available for one or multiple teams. By selecting the relevant team only, the chosen team will see this link. Add Modal Settings You can specify what custom types can be created from your link if you have chosen the link type ‘Add Modal’.
This link can be created in different types listed in the table below.
Link Type | Example |
Add Modal | This link will appear on the ‘create’ button. |
Create Menu | This link will appear on the ‘create’ button. |
Generic | This type can be used create a widget holding this link and placing it on a dashboard.
|
Help Menu | This will add the link to the help menu with the question mark icon on the top right corner.
|
Main Menu | This will add the link to the menu dropdown.
|
Mobile Menu | This will be displayed when logging into the mobile app in the menu list.
|
User Menu | This will add a link on the user dropdown. |
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