4.7 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.

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.

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.

To add a bookmark:

  1. Navigate to the page or dialog of interest

  2. (Optional) For lists, apply a search filter to narrow the scope of the results.

  3. Add the bookmark:

    • 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.

  4. Specify a name for the bookmark to describe the content or context of page or dialog.

    The default bookmark name is the name of the page or dialog. A custom name can help distinguish the bookmark.

  5. In Description, specify information that adequately identifies this location and search conditions in your Bookmarks list.

    The Description displays along with the Name in Bookmarks lists. It can be helpful to plan an approach for describing bookmarks with keywords or tags meaningful to you.

  6. Click Save.

To open a bookmark:

  1. In the Bookmarks list, select the bookmark, then click the link.

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

To view and open bookmarks:

  1. In the toolbar:

    Click the Bookmark icon.

    or

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

To view, open, and manage a list of bookmarks:

  1. In the toolbar, click Dashboard, then scroll down to view the Bookmarks panel.

  2. Perform any of the available actions:

    • View the bookmark name, description, and type

    • Open

    • Delete or Clear

    • Filter

    • View URL

    • Filter

To search for a bookmark:

  1. In the Bookmarks list, enter text in the Search field.

    The search query applies to bookmark titles and descriptions.

To remove a bookmark:

  1. In the Bookmarks list, select the bookmark, then click Delete.