2.8 Bookmarks

PlateSpin Transformation Manager Bookmarks enable you to save repetitive and complex queries, to quickly revisit pages or dialogs, and to share views into the workflow with your team. The bookmark URL includes state information for the page, including all Advanced Search settings and the Global Project Selector setting.

Bookmarks are personal for each user and are retained in the PlateSpin Transformation Manager database. Bookmarks persist across sessions, web browsers, and computers. You can access the same bookmarks from any computer and add bookmarks from anywhere, too.

Table 2-4 Bookmark Actions

Action

Description

Create

On the page or dialog of interest:

  • Tab: Click the Add Bookmark icon in the upper right corner of the page.

  • Dialog: Click the Show Link icon in the upper right corner to show the URL to the dialog for the selected object, then click Add to Bookmarks .

  • Recently Viewed: Select the entry for the recently viewed page or dialog, then click Add to Bookmarks .

Ensure that you provide a robust description that reminds you about the content and usage of the target page or query. It should include relevant keywords and necessary information in a meaningful way. A good description will help you easily find the correct bookmark when you need it.

View

In the toolbar:

  • Click the Bookmark icon to display the quick-access Bookmarks list.

    -OR-

  • Click Dashboard, then scroll down to view the Bookmarks panel.

Edit

You cannot edit a bookmark.

Open

To follow a bookmark from the Bookmarks quick access:

  • Click the bookmark name to go to the bookmarked page.

To follow a bookmark from the Bookmarks panel in the Dashboard:

  • In the Bookmarks list, select the bookmark, then click Open to go to the bookmarked page.

The bookmarked page or dialog opens in the current web browser tab.

Search

Above the Bookmarks list, enter text in the Search field to filter the bookmarks to ones of interest.

The search query applies to bookmark titles and descriptions.

Delete

On the Bookmarks panel, select one or multiple bookmarks, then click Delete.

Clear

On the Bookmarks panel, use Clear to delete all currently displayed bookmarks. You can delete a filtered list of bookmarks or all bookmarks.

URL

You can follow the URL for bookmarks that other users send to you. The data you see and actions you can perform on the target page are determined by the permissions associated with your user role.

You can share bookmark URLs with others. Bookmarks honor the individual user’s permissions based on the roles assigned to the user in one or more projects, as appropriate. Users who follow the link will be prompted to log in to the Web Interface. The user must have a PlateSpin Transformation Manager user account to log in. To see the target page and its contents, the user account must be assigned to a role that has permission to access the page and to view or edit the objects displayed on it.