Add a Bookmark

Bookmarks and links on your Dashboard are shortcuts you can set up to commonly-used screens within TMS (bookmarks) or links to websites outside of TMS. The steps below will show you how to add a custom bookmark to your dashboard. (See this topic for how-to information on adding a link.)

New bookmarks provide a link to the New screen for a module of your choice.

Too add a new bookmark, follow these steps:

1. Open your dashboard in the designer either by clicking Edit in Dashboard, next to the form drop-down menu (only available when you have Edit rights to the form), or by going to Setup > Dashboard > Edit and selecting the dashboard to edit.

2. Click one of the tabs that you previously created, or add a new tab.

3. Click Add Widget and then select Bookmark from the drop-down menu.

4. Click New and then select the Application link under Type.

Add a Bookmark for an Edit Screen

Edit bookmarks provide a link to the Edit screen for a module of your choice.  When adding an Edit bookmark, you can provide a default record number.  This defaulted record number can be changed at any time.

To add a bookmark, follow these steps:

1. Open your dashboard in the designer either by clicking the Edit button in Dashboard, next to the form drop-down menu (only available when you have Edit rights to the form), or by going to Setup > Dashboard > Edit and selecting the dashboard to edit.

2. Click one of the tabs that you previously created, or add a new tab.

3. In the list of available widgets, click the arrow next to Bookmarks.  This will expand the list and you will see Links and Bookmarks (Custom).

4. Click the arrow next to Bookmarks (Custom).  This will expand and New, Edit, and Query will appear.

5. Click Edit and drag it into the tab in the desired location.

6. Click next to the Edit label on your dashboard.  The Properties will appear in the lower right of the screen.

7. Change the Link Label.

8. Select a Module.

9. If desired, type in a Key Code. A Key Code is a record number. For example, if you selected Resources as the Module, the Key Code could be "33" to link directly to Resource Number "33" in TMS. 

   The Key Code is not required and can be changed at any time.

10. Set the Display Mode. This is set to Text by default, meaning that the Link Label you entered above will be displayed. You can also select Image (displays just an image) or Image and Text (the link will display the image you choose, plus the Link Label you entered).

11. You can also set these additional options:

    • Image Size: If you selected Image or Image and Text above, you can select Large, Medium, or Small.

    • Image: You can select from one of the images we've provided.

12. Click Save to save the bookmark to your dashboard.

Add a Bookmark for a Query Screen

Query bookmarks provide a link to query results for a module of your choice. When adding a Query bookmark, you can specify a default Saved Query to use. This defaulted query can be changed or removed at any time.

To add a bookmark, follow these steps:

1. Open your dashboard in the designer either by clicking the Edit button in Dashboard, next to the form drop-down menu (only available when you have Edit rights to the form), or by going to Setup > Dashboard > Edit and selecting the dashboard to edit.

2. Click one of the tabs that you previously created, or add a new tab.

3. In the list of available widgets, click the arrow next to Bookmarks.  This will expand the list and you will see Links and Bookmarks (Custom).

4. Click the arrow next to Bookmarks (Custom).  This will expand and New, Edit, and Query will appear.

5. Click Query and drag it into the tab in the desired location.

6. Click next to the Query label on your dashboard.  The Properties will appear in the lower right of the screen.

7. Change the Link Label.

8. Select a Module.

9. Select a Saved Query. For example, if you selected Work Orders as the Module, the "Active PM Work Orders" saved query could be used to link directly to the query results of this saved query. 

   The Saved Query field is not required and can be changed at any time.

10. Set the Display Mode. This is set to Text by default, meaning that the Link Label you entered above will be displayed. You can also select Image (displays just an image) or Image and Text (the link will display the image you choose, plus the Link Label you entered).

11. You can also set these additional options:

    • Image Size: If you selected Image or Image and Text above, you can select Large, Medium, or Small.

    • Image: You can select from one of the images we've provided.

12. Click Save to save the bookmark to your dashboard.