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Shortcut (location item)

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

This can be used when the organization would like to deliver specific location to end-users.

Create a shortcut item

  • Select 'Shortcut'

  • Drill down to select the required location (site, library, list, folder or document set)
  • Select 'Add'

  • Select 'OK'

Modify the default settings

When adding a shortcut location it is possible to define specific behavior for the added shortcut.

 

Capture:

Prompt for Properties Always Selecting this option, the 'Save to SharePoint' dialog box will always appear to ensure metadata is captured
  Never Selecting this option, the 'Save to SharePoint' dialog box will not appear
Options Do not automatically check in documents By default, OnePlaceSolutions will check in a document in the save process. If other workflows need to be run, this setting can be turned off

Access:

Restrict Navigation to folders in this view Define the navigation tree to appear based on a specific view. For example, only show document sets with a Column Status of 'Open'