Template Custom Links tab for accessing other websites

Use this tab to create custom links that display on one or more tabs for the object instances that are created from this template. For example, you might want to link to an application that your organization uses to generate ID codes for collateral pieces or direct marketing offers.

To add a custom link, click Add a Custom Link. For each link, you can add a parameter, such as the query portion for a dynamic URL. To form the complete URL for the link, Unica Plan appends a question mark (?) to the end of the URL you supply and then adds the parameter. To include a parameter, click Add a Parameter. More fields display for the parameter.

This tab contains the following properties. When your work is complete, click Save changes.

Table 1. Properties for custom links
Property Description
Display Name Enter a name for the link. This value becomes the name of the link.
ID Enter a unique internal ID for the custom link.
Description Enter some descriptive text for the link. This text is shown as a tip when a user moves the cursor over the link.
URL Enter the fully qualified URL (including http://) of the website to open when users click the link. The website opens in a new browser window.
Tab Visibility To define where this link displays to users, select one or more tabs. The link displays at the bottom of every selected tab. You can select the Summary tab and the custom tabs previously added to any template of the same type.
Options For project templates, you can make the link display for both requests and projects that are created from the template, or only for projects. Select Show in Request to display the link for both.

Custom link URLs can include a parameter. For example, the link can open one page for an object that is Not Started, and another page for an object that is In Progress.

Table 2. Fields for custom link parameters
Property Description
Name Enter a name for the parameter.

Select a value from the list to define the type of object property to use. Depending on your selection, another Value list can display to collect more specification. The choice that you make determines the options available from the subsequent list.

For example, if you select a value of <object type> Properties, a list displays values including Target Start, Actual End, Security Policy, and other relevant properties for the object.

You can add more than one custom link: Click Add a Custom Link to display a new set of property fields. If you add more than one custom link, you can change their relative positions: Click Up and Down to reorder the links.