Set up links from dashboards to other apps

The URL Input feature enables the addition of a URL to a dashboard field, which can be used to navigate to other applications.

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URL supporting field must be set up to use this feature.

Adding a new URL

• Navigate to dashboard with a URL supporting field such as a fund or a company.
• Select the 'edit' icon next to the field title.

• Populate URL.

• Select 'Save' to add URL to field.

Editing an existing URL

• Navigate to dashboard with a URL supporting field such as a fund or a company.
• Select the 'edit' icon next to the field title.

• Select 'Edit'.

• Perform the necessary changes and select 'Save'.

Deleting an existing URL

• Navigate to dashboard with a URL supporting field such as a fund or a company.
• Select the 'edit' icon next to the field title.
• Select 'Delete'.