Sidebar Links Manager

The Sidebar Links Manager is part of Form Customizer that allows SAM Admins to control the links shown on the Sidebar of a form.

Get There

Open a Form in the Form Customizer > Advanced Options > Sidebar Links Manager.

If you do not see a link for the Sidebar Links Manager, then it means that the form is either a Sub-Form or a Public Form.

• For Sub-Forms, you will have to open the Main Form in the Form Customizer in order to edit the Sidebar Links. (See next image for where to locate the main/container form.)
• Public Forms set as View can have a Sidebar enabled under Advanced Options.

Using the Sidebar Links Manager To Add New Links to Forms

1. Click "Add Link" button in Sidebar
2. Enter "Link Name"
3. Select "Link to Form" (required)
4. All other fields are optional

Add Link to a Report 

1. Click "Add Link" button in Sidebar
2. Enter "Link Name"
3. Select "Report" from "Link To" options
4. Select "Link to Report" (required)
5. All other fields are optional

Add Links to External Resources

1. Click "Add Link" button in Sidebar
2. Enter "Link Name"
3. Select "Anything" from "Link To" options
4. Enter "Link to Anything" field (required), in the format of "http://domain.com/something.html"
5. All other fields are optional

To Remove Links

Click on the red "X" at the very right side of the row.

To Edit Link Order

Select a different number from the Order drop-down at the very left side. Changes are instantly saved and applied. 

Add Shortcut Record Link

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.

1. Open Form Customizer for the form.
2. Click Advanced Options > Sidebar Links Manager.
3. Click the Edit link for the link you want to add the shortcut to.
4. Clicks "Enable Shortcut Add Record Link" under the Save button.
   
   
   
   
5. Select the Add form to use on the "Edit Sidebar Link" field. This is hidden until enabled (#4).
   
   

Management of other Sidebar Links

Some links are not managed through the Sidebar Links Manager, but through Advanced Form Properties.

Add Forms

Form Customizer > Advanced Options > Really Advanced Options > Advanced Form Properties Settings for 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

Edit Forms

Form Customizer > Advanced Options > Form Properties

Under Advanced Form Properties, you will also find these options

Sidebar Links that cannot be changed

In order to maintain some consistency between client sites, there are some sidebar links that cannot be managed by your SAM Admins. 

1. Templates
2. Advanced Options