Sidebar Links Manager is part of Form Customizer that allows SAM Leads to manage links shown on the sidebar of a form.
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In SAM, click Settings > Form Customizer > select desired form > Advanced Options (sidebar) > Sidebar Links Manager |
Sidebar Links Manager is displayed when a form is setup as a View form. Forms setup as Add/Edit only and sub-forms do not have a sidebar. Access the Main/Container form where the sub-form is used to edit Sidebar Links.
Public Forms can have a Sidebar enabled under Advanced Options.
Add New Link
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In SAM, click Settings > 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 > Form Customizer > select desired form > Advanced Options (sidebar) > Sidebar Links Manager > click edit icon of desired link > uncheck Enabled > Save In SAM, click Settings > Form Customizer > select desired form > Advanced Options (sidebar) > Sidebar Links Manager > click red x (end of link's row) |
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 > Form Customizer > Advanced Options (sidebar) > Really Advanced Options > Advanced Form Properties |
Settings to manage Add forms are:
- Add Record Form
- Show Add Record Button in Section Header
- Show Add Record Button in Sidebar
- Add Links to the Home Page or Entity Tabs
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 > Form Customizer > select form to update > click Advanced Options > Advanced Form Properties > scroll to Add Case Form > select form to connect > Save |
Edit Forms
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In SAM, click Settings > Form Customizer > select desired form > click Advanced Options (sidebar) > Form Properties > update Edit Record Form with desired form > enter Edit Record Link Text to change the sidebar link's wording > Save |
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In SAM, click Settings > Form Customizer > select desired form > click Advanced Options (sidebar) > Advanced Form Properties |
Sidebar Links that Cannot Be Changed
In order to maintain consistency among client sites, some sidebar links that cannot be managed:
- Templates
- Advanced Options
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