Sidebar Links Manager is part of Form Customizer that allows SAM Leads to manage links shown on the sidebar of a form.
Access Sidebar Links Manager
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In SAM, click Settings (gear icon) > Forms > select desired form > Sidebar Links Manager |
Subforms do not have a sidebar, but users can access the Main/Container form where the subform is used to edit Sidebar Links. The Form Properties accordion at the top of the form will provide a link to Main/Container forms.
Public Forms can have a Sidebar enabled under Advanced Options.
Add New Link
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In SAM, click Settings (gear icon) > Form Customizer > select desired form > Advanced Options (sidebar) > Sidebar Links Manager > click Add Link (sidebar) > enter Link Name > select desired Link To option (Form, Report, Template, or Anything) > select/enter desired Form, Report, Template, or enter website address > update optional fields > Save |
Link To Options
- Form - forms in SAM for specific entity
- Report - reports based on Main Entity
- Template - templates based on main entity
- Anything - website address formatted as https://www.[domain].com/
Edit Links
SAM Leads can edit links through the various options available for each link.
- Order - Use the order dropdown to reposition links.
- Add Separator - Applies a line between links to organize like items.
- Edit - Click the pencil icon to adjust name, link to, icon, and other settings.
Disable or Delete Links
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In SAM, click Settings (gear icon) > Forms > select desired form > Sidebar Links Manager > click meatball menu of desired item > Edit > uncheck Enabled > Save In SAM, click Settings > Forms > select desired form > Sidebar Links Manager > click meatball menu of desired item > Delete > OK to confirm |
Management of Other Sidebar Links
Some links are not managed through the Sidebar Links Manager, but through Advanced Form Properties.
Add Forms
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In SAM, click Settings (gear icon) > Forms > Advanced Options (sidebar) > Advanced Form Properties > Adding new records through this form |
These options are for forms based on Multi-record Tables. Manage how users add records through:
- Add Record Form - Form that will be used to add a new record
- Add Form Link Title - option to change sidebar link name instead of form title
- Show Add Record Button in Section Header - makes form accessible through a plus (+) at the top right of the subform
- Show Add Record Button in Sidebar - makes form accessible through a sidebar link
For Entity and Case based forms:
- Show Add Entity Button for this Form on the Entity Tab - when set as yes, this form will be displayed in the My Records drop down Add Forms
- Add Links to the Home Page or Entity Tabs - This option allows users to setup this form as an Add Form under Entity Tabs.
- Add Form Link Order - sets the order of the Add forms shown under each Entity under My Records
Add Case Link
When new Cover Pages are added, set up the form designated for adding a new case. This option is shown under a client's Cover Page > Advanced Options.
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In SAM, click Settings (gear icon) > Forms > select form to update > click Advanced Options (sidebar) > Advanced Form Properties > scroll to What type of form? > click edit for Add Case Form (for Cover Page Only) > select form to connect > Save |
Edit Forms![]()
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In SAM, click Settings (gear icon) > Forms > select desired form > click Advanced Options (sidebar) > Advanced Form Properties > scroll to Editing this Form |
- Edit Form Link Title - sets the sidebar link name for the form
- Edit Record Form - select a form that will be the Edit form (found on sidebar link) for the form being worked on
Sidebar Links that Cannot Be Changed
In order to maintain consistency among client sites, some sidebar links that cannot be managed:
- Checklists
- Communications
- Documents
- Templates
- Accounting Screens
- Family: Fees & Expenses
- Child: Child Accounting Details
- Organization: Accounting Details
- Foster Family: Accounting Details
- Advanced Options
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