Bookmark a Search

Bookmarking a search allows you to create links to searches in other areas of the governance portal by inserting a link in the memo field of a form. Users will be able to access the referenced object by clicking the link in the field.

1. Access the Search Interface.
   1. Select the Default GRC context from the context menu.
   2. Click the Analysis tab.
   3. Select Ad Hoc from the Queries group.

      

2. Right-click the search you wish to bookmark and select Get Bookmark.
3. Enter the bookmark name click OK. The URL of the bookmark is now copied to the clipboard.
4. Paste the bookmark:

   As a Quick Link

   1. Open the form of the object where you wish to add the link.

      Note: The Quick Links section must be configured to display on selected forms. See Quick Links for more information.

   2. In the Quick Links section, click Update Links.

      

   3. Click Add.
   4. Right-click in the Paste Here section to add the search:
      • Select Paste As Quick Search to filter by the object where the link is executed.
      • Select Paste Bookmark to use the original search filter when the link is executed.
   5. Click Save.

   In a Memo Field

   1. Access the form where you wish to add the bookmark and click Edit to put the form into edit mode.
   2. Right click the memo field where you wish to add the bookmark and select Paste Bookmark. The link will appear with the name you selected in the previous step.
   3. Click Save on the form.

   In the Attachments Section

   1. Access the object where you wish to paste the bookmark.
   2. Click Attachments.
   3. Right-click the folder in the Attachments section where you want to paste the bookmark and select Paste Bookmark.
   4. Right-click in the URL to Browse text box and select Paste. The URL of the copied bookmark is pasted into the URL to Browse text box.

      

   5. Click Upload.