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 Item...'

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 and 'Add' one or more locations from the SharePoint/Office 365 navigation tree and select 'OK'

5. The shortcut location will be added to the Solution Profile where you can be adjust the properties for each of the added locations

6. Modify the Name (optional) to a preferred name (this will not change SharePoint)

7. 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). Options are 'Always prompt" or 'Never'.
• Select to override the automatic check-in option

8. Site navigation filtering options allow the removal of SharePoint libraries/lists from the navigation tree

9. Review the Access options

• 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'.