My Links for Smart Help

Smart Help allows customers with the right permissions to add, modify, or delete links to their own content web pages for most application screens.

The My Links channel can be used to add links to customer-owned web pages, such as a customer's learning library, wiki pages, and so on.

For example, a customer has their own Knowledge Base website. The user can use the My Links channel to add a link to a specific KB article to a specific screenID. That way, users throughout the tenant can open their KB article directly from Smart Help.

Adding links to the My Links channel

If you have the right permissions, you can add links to your own content web pages for most application screens.

To add a link:

  1. Verify that you have the required security access to Infor Document Management (IDM) and Infor OS Portal.
  2. Sign in to Infor OS Portal.
  3. Navigate to the application and screen where the link will be added.
  4. In the Smart Help widget, select the My Links channel.
  5. Click the Add Link icon. The Add Link window is displayed.
  6. Specify this information:
    URL NAME
    Specify the name of the URL that will be displayed in the channel.
    URL
    Specify the URL.
  7. Click Add.

Updating links in the My Links channel

If you have the right permissions, you can edit the links you have attached to a screen using the My Links channel.

  1. Navigate to the application and to the screen with the attached links.
  2. On the Smart Help widget, select the My Links channel.
  3. Click the vertical ellipsis icon for the link you want to update and select Edit.
    The Edit Link window is displayed.
  4. Complete any changes you want to make.
  5. Click Upload.