Adding links to Smart Help

Caution: 
There is a known issue with the My Content and My Links channels for users that have the Infor System Administrator role in tenants with more than 2000 roles defined in IFS Security. Only full tenant administrators should be assigned the Infor System Administrator role. A workaround is to remove the Infor System Administrator role from the user profile, logging out and then back in again. The issue is tentatively scheduled to be fixed as part of the 2025.05 release.

Users can add links to their own content web pages to the My Links channel in Smart Help. To add a link, you can use the Attach icon directly inside Smart Help for the My Links channel.

  1. Before you start, verify that you have the correct security access to IDM and Infor OS Portal.
  2. Sign in to Infor OS Portal™.
  3. Navigate to the application and to the screen to attach a link.
  4. On the Smart Help widget, select the My Links channel.
  5. Click the Attach icon. The Add Link window is displayed.
  6. Specify a URL Name. This is how your link displays in the channel.
  7. Specify or paste a URL.
  8. Click Upload.