Tags:

• Creator

 

Dashboard links are a way to navigate your content. All the containers in your dashboard can be used as buttons to link to other dashboard pages, story views, Harmoni projects, documents, and websites.

Custom links are a straightforward way to incorporate navigation in your dashboard.  Custom Links use absolute links. The HTML editor may be a better option if you are experienced with HTML CSS code. HTML allows you to use relative links.

 

In this article

1. Link to Dashboard Pages
   • Custom Link
   • HTML Editor
2. Link to Documents or Websites
   • Custom Link
   • HTML Editor
3. Link to a Harmoni project
   • Custom Link
   • HTML Editor
4. Link to a Story View
   • Custom Link
   • HTML Editor

 

1. Link to other Dashboard Pages

To navigate across your dashboard pages, containers can also be used as link buttons.

 

Link to a Dashboard Page - Custom Link

 

1. Select the container you wish to use as a link button.
2. In the General settings menu go to Link. 
3. Next to the Custom Link field, you will find a link icon. Selecting this icon will present a list of all the Dashboard pages you can link to.
4. In the Custom Link field enter the name of the dashboard page you wish to link to.
5. Save.

 

Link to a Dashboard Page - HTML editor

To access the HTML editor, you must use a Text container.

 

 

1. Select the text container you wish to use as a link button.
2. Select view HTML. 
3. Enter the path to the relevant page. To reference the page you need to use #PageName.
   •  Within the same site:  <a href="#PageName">your label</a>
   • If you need to specify the site: <a href="../SiteName/#PageName">your label</a>
4. Save.

 

In this example, the site name is Barista NPS Report, and the dashboard page name is Satisfaction. We also want the label for the container to be Satisfaction.

 

 

2. Link to Documents or Websites

Containers can also be used as buttons to link to documents and other external content.

• As opposed to embedded content Learn more., PDF documents and websites will open in a new window.
• Microsoft Office documents are downloaded for viewing with a local license.

 

Link to a Documents or Websites - Custom Link

Documents need to be uploaded to Harmoni's hosting platform first. Please contact support@infotools.com for more information.

 

1. Select the container you wish to use as a link button.
2. In the General settings menu go to Link. 
3. In the Custom Link field, enter the file or website address.
4. Save

For example:

• For a file hosted in Harmoni: https://infotoolsonline.com/Sites/SiteName/itl_data/Resources/FileName.PDF 
• For a site: https://www.google.com

 

 

 

Link to a Documents or Websites - HTML editor

To access the HTML editor, you must use a Text container.

1. Select the text container you wish to use as a link button.
2. Select view HTML. 
3. Enter the path to the relevant document or website. To link to a document, you need to specify the site;  <a href="../SiteName/FileDirectory/FileName">your label</a
4. Save.

In this example, the site name is New Zealand Tourism. In hosting, the file is saved under the itl data resources folder, and the document name is NZMap.PDF. We also want the label for the container to be GETTING AROUND.

 

 

3. Link to a Harmoni Project

While Creators and Explorers can always access projects shared with them via the PROJECTS menu, adding links to a dashboard page can be a valuable shortcut.

Remember that while the link may be available on the dashboard page, Viewers can't access the project tree and that you must share the project with Explorers and Creators for them to access it.

 

Link to a Harmoni Project - Link Project Name

 

1. Select the container you wish to use as a link button.
2. In the General settings menu go to Link. 
3. In the Project name field, enter the name of the Project that you wish to link to.
4. Save.

In this example, the Project Name is NZ Visitors.

 

 

Link to a Harmoni Project - HTML editor

To access the HTML editor, you must use a Text container.

1. Select the text container you wish to use as a link button.
2. Select view HTML. 
3. To link to your project, you need to specify the site and project name; <a href="../SiteName?Project=My_Project_name ">your label</a>
4. Save.

In this example, the site name is New Zealand Tourism, and the project name is NZ Visitors. We also want the label for the container to be EXPLORE THE PROJECT.

 

Share a link using the site URL

As an additional benefit, a project owner might simply publish to a new user (Explorer or Creator) then immediately provide them a direct link to it use the same suffix format.

If sharing the link, simply use the URL of your site, with the appended suffix shown in bold:

https://infotoolsonline.com/sites/SiteName?Project=My_Project_name

 

 

4. Link to a Story View

You can also add links to story views. Keep in mind that only users with whom you have shared the story will be able to access it.

 

Link to a Story View - Custom Link

 

1. Select the container you wish to use as a link button.
2. In the General settings menu go to Link. 
3. In the Custom Link field, enter the URL to the story view.
4. Save

For example, https://infotoolsonline.com/Sites/SiteName/?StryPage=144

 

 

Learn more about how to find the link to your story view.

 

 

Link to a Story View - HTML editor

To access the HTML editor, you must use a Text container.

1. Select the text container you wish to use as a link button.
2. Select view HTML. 
3. To link to a story view, you need to specify the site and view;  <a href="../SiteName/?StryPage=Number">your label</a>
4. Save.

In this example, the site name is New Zealand Tourism, and the story view id is 144. We also want the label for the container to be DISCOVER MORE ABOUT NZ TOURISTS.

 

 

 

Where to from here?

• Learn more about Interactive Filters.