Adding shortcuts to favourites (Windows client only)

You can add four other types of shortcuts to the Favourites group:
  • URL Link
  • External File
  • External Application
  • Report.
Note: If the Favourites group is not displayed, ensure that it has been checked on the Customize Group Display dialog.

To add a shortcut to Favourites:

  1. Select Favourites on the main navigation bar, then either right-click within the Favourites menu panel and select the appropriate option from the context menu, or select the shortcut type from the Edit menu:
    • Add Shortcut > Add URL Link
    • Add Shortcut > Add External File
    • Add Shortcut > Add External Application
    • Add Shortcut > Add Report
    The shortcut Properties dialog is displayed.
  2. Specify this information:
    Name
    The name field allows you to translate a word. For example, if your user is set to a language different to that set when the field was named in the System Language Name field, you can enter the translated word or term. You can leave this field blank, in which case the System Language Name is used. The name you enter here appears on the Favourites menu panel to represent the shortcut.
    Function Type
    Indicates the type of menu item. This varies, depending on the shortcut option you selected in Step 1.
    Category
    The associated Category icon is displayed. This is system-maintained, depending on the shortcut option you are adding.
    Display Icon
    The icon that is used to represent the menu item. It defaults to the icon type and if you want to change the Display Icon, click the Change button and make your alternate choice.
    Function Code
    The Function Code is made up of two parts; a system-maintained code and a suffix you enter. The system-maintained code is based on the shortcut option type. The suffix that you define cannot exceed 5 characters and must be unique for the shortcut type.
    URL Link
    The URL to which the menu item is to link. After entering the required URL, use Preview to test your link.
    File Address
    The full path to the file. For example, C:\My Documents\Test.txt. The ellipse button can be used to browse for the required file.
    Application Address
    The full path to the application. For example, for Microsoft Excel you might enter C:\Program Files\Microsoft Office\Office\Excel.exe. The ellipse button can be used to browse for the required application.
    Command Line Argument
    Any command line arguments; these could be, for example, the name of a file to be run with the application.
    Start In
    Enter, or browse for, the path of your working directory, or leave blank.
    Report Type
    For SunSystems reports, select SunSystems.
    Report Address
    The path that identifies the location of the report file. If left blank, the default report execution folder is used. The SunSystems default is /Example Reports/6nn/Process but this can be changed for each user. The default path for a standalone installation (Shared folder) is /Example Reports/6nn/Standalone but this can also be changed for each user.
    Report Name
    The name of the report .srdl file.
  3. Click OK. The shortcut is added to the Favorites group where it will appear under its default category icon with its default display icon, both of which correspond to the type of shortcut selected.
Parent topic: Using session tabs