Strategy ONE

Creating a New Navigational Link such as Shared Reports, My Reports, etc. from the Page Template

This topic provides step-by-step instructions on creating a navigational links such as Shared Reports, My Reports, Create Report, Create Document, and so on from a page template.

  1. Launch the Template Shortcuts Wizard.  

  2. Select Add New Shortcut.  

  3. Click Next.  

  4. Enter a name and descriptor for the shortcut in the text boxes labeled Name and Descriptor respectively.  

  5. In the text box labeled HRef, enter the URL destination for the link.

    • If you provide a complete URL, including the protocol (for example, http:// or mailto://), the URL is used as specified in this text box.
    • If you provide an incomplete URL, it is appended to the MicroStrategy Web URL.
       

  6. Click Modify next to Descriptor ID to choose the descriptor displayed in the Web UI for the link.  

  7. In the Extra URL text box, enter a string to be appended to the URL, if necessary.  

  8. In the text box labeled Base Bean, specify the base bean to be used. You should not specify a base bean in calls to external websites.  

  9. Select either true or false from the Append State drop-down menu.

    If Append State is true, the current state of relevant beans is passed to the destination page. If Append State is false, bean information is not passed.

    Bean information passed to external sites can cause those sites to function incorrectly.  

  10. If necessary, use web features to control whether the navigational link is displayed, selected, or enabled. To do so, click Modify next to the appropriate text box.  

    If you highlight only one web feature in either pane, the declaration for that feature is displayed in the pane below, together with a brief explanation of what the feature does. If you highlight multiple features, only the text Multiple Selection is displayed.

    When you select a web feature, a check box appears next to it in the list of selected features. Selecting the check box adds the web feature as a position condition. Clearing the check box adds the web feature as a negative ("not") condition. For example, clearing the check box for the administrator web feature adds the condition "not administrator."
     

  11. Use the Add Event and Delete buttons in the Events section of the editor to add and delete events from the list of events. The events in the list are triggered when a user selects the navigational link.  

  12. Click Next to see a summary of your selections.  

  13. Click Finish to confirm your selections.  

  14. Save your changes.