Quickview links can be retrieved from within the process, value stream or managed document details screen. Click on the Shared links tab to view all available quickviews for the item.
From the shared links tab, you can view who created the shared link, the description (if applicable), the date it was created and how many times the link has been viewed. Here you can access the edit and delete options for each link.
You will notice that when editing links, the configuration settings are remembered for the specific link and can be updated. The information on the left in the share pop up is dummy data. This is for users creating or editing the link to see what the configuration settings will look like once the link is shared.
For more information on how to create a new quickview link, click here...
A user who receives the link can view the item and add Feedback.
Quickview links can also be deleted through the administrator settings under shared processes.
Note: When associated documents or processes are opened, the originating settings will be displayed on the quickview. e.g. if opening an associated process from a managed document, the original process settings will be displayed.
Note: Time and cost timeline will not appear on the quickview even if it is enabled on the current view.