Shortcut (location item)

The Shortcut item provides the ability to define a direct link to a location within SharePoint/Office 365.  This can include a site collection, site, library, list, folder or document set.

New Shortcut item

For the selected Solution Profile:

1. Select 'New...'
2. Choose 'Shortcut' from the new item type
3. If no connection to SharePoint/Office 365 has been established, select '...Click to Add a SharePoint Connection...'

   The following dialog will appear:

    

   • Enter (Copy / Paste from Web browser) the SharePoint URL
   • (optional) Modify the Advanced options to select 'Resolve to the Site level'
   • Select 'Test' to resolve the URL to the current Site Collection or Site
   • Select 'Ok'
4. Select a location from the SharePoint/Office 365 navigation tree and select 'OK'
5. Modify the Name (optional) to a preferred name (this will not change SharePoint)
6. Review/adjust the Capture options:
   • Prompt for properties determine of the 'Save to SharePoint' window appears (in the event of a targeted/direct save to this location)
   • Suppress save results window determines if the save results window appear after saving
7. Review the Access options
   1. Restrict navigation to folders in this view allows you to define a view for a library or list (of the selected location or child locations in the event the location is a site) to filter the folders or document set presented in the navigation tree.  For example, show only document sets with a Column Status of value 'open'.