Manage External Links

You can add links to commonly used websites, such as your company website, to the External Links panel on the Home page. Navigate to the External Links page from the Home page by, clicking the View All View All icon icon on the External Links panel.

Note: If you do not see the External Links panel, you can add it by customizing your Home page.

Search

  • To search for an external link, enter text into the search box at the top right of the grid, and click or Enter.
  • To re-display all external links in the grid, delete the entire entry in the box by clicking the X.

Filter the grid

Use the advanced filters to display specific external links quickly on the grid.

  1. Hover over the column header until you see the Sort Column button icon appear.
  2. Click Sort Column button to display the following dialog to set filtering parameters:
    • Text Columns: Select either Contains All, Contains Any, Matches Any, Matches Exactly, Starts with, Ends with, Is Empty, Is Not Empty, or Does Not Contain from the Operator dropdown menu. The Contains All, Contains Any, Does Not Contain, and Matches Any operators allows you to enter more than one value by pressing the Enter key after each value. The Starts with and Ends with operators allow you to enter a text value to find. The Is Empty and Is Not Empty operators do not require a value.
    • True/False Columns: Select either the Is True or Is False radio button.
  3. Click Apply.

    4. Tip: To clear the filter, click the Applied Filter Applied filter icon icon on the header, and then click Clear. You can also click out of the filter dialog to close it.

Select grid rows

  • Select your desired grid row(s) using the checkboxes or by clicking the rows and using CTRL+CLICK or SHIFT+CLICK to select multiple records.

Add a link

  1. Click the Create Link button. The "Create External Link" dialog displays.
  2. Enter the Link Name.
  3. Enter the Link URL address, including the http://www. prefix.
  4. (Optional) Select the Global check box if you want this link to be available to all Upland Qvidian users.

    5. Note: The Global check box is only enabled when a user or role is granted the Manage External Links application permission. Without this permission, users and roles can only add and edit their links.

  5. Click Create. The new link displays on the grid.

Edit a link

Users or roles that have been granted the Manage External Links application permission can edit global links. Without this permission, users can only add and edit their own links.

  1. Hover over the external link you would like to edit and click the Edit Properties Edit Properties icon icon. The "Edit External Link" dialog displays.
  2. Edit as desired.
  3. Click Save to apply your changes.

Reorder links

You can determine the order in which the External Links will be displayed on their Home page panel.

  1. Use one of the following methods: 
    • Select the link(s) and drag and drop them into the desired position.
    • Hover over the desired link and click the Move Up, Move Down, Move to Top, or Move to Bottom icon(s) in the respective rows.
    • Select the checkbox(es) of the desired links and click Move Up, Move Down, Move to Top, or Move to Bottom from the top of the page.
  2. Click Save.

Delete a link

You can delete one or more dropdown values at the same time.

  • To delete a single link: Hover over the desired row and click the Delete Delete icon icon.
  • To delete multiple links: Select the desired value checkboxes and click the Delete Delete icon icon at the top of the page.
  • To delete all links: Click the checkbox at the top of the page and click the Delete Delete icon icon.