Making data entry easy is important to make more data readily available in SAM. Shortcut Add Links provide a faster intake of common sub-records.
Add a Shortcut Link
- Open Form Customizer for the form.
- Click Advanced Options > Sidebar Links Manager.
- Click the Edit link for the link you want to add the shortcut to.
- Clicks "Enable Shortcut Add Record Link" under the Save button.
- Select the Add form to use on the "Edit Sidebar Link" field. This is hidden until enabled (#4).