Links Tab of a Workflow Form

Use this tab to view, enter, or modify a list of links to documents, folders, Web pages, and others associated with workflows. Typical links include shortcuts to documents stored in SharePoint or another document management system, shortcuts to documents stored on a shared server drive, SharePoint project sites, or other company project Web sites.

You can use the FileExtensions.xml file to prevent users from uploading certain file types (for example, .bat, .ps1, .dll). For more information, see Denylist Folder.

This tab has the same features as the Links tab on Projects, Control Accounts, Work Packages, and Activities. You can also create links on the Link Center form. All links that are associated with the selected workflows on the Link Center form also display on this tab and vice versa.

When you copy a workflow, the links on this tab copy over to the new workflow. Select a link and click Remove then Save to delete it from the Links tab of the new workflow.

Links Grid

This grid displays all links associated with the selected workflow.

Grid Toolbar

Option	Description
Links	Click the drop-down arrow to display the following options: Print — Select this option to display the Print Preview form with the grid’s contents displayed. Export to Excel — Select this option to display the Microsoft Excel application with the grid’s contents displayed.
New	Click this button to create a document link. Clicking this button displays the New Link dialog box.
Associate	Click this button to associate the selected workflow with a link. Clicking this button displays the Link Search dialog box, which allows you to search for and select the link. You can select more than one workflow from the dialog box. A link associated with the workflow is also associated with the control account, activity, and project to which the workflow belongs after saving the link. This rule applies only if the workflow has a project, activity, or control account field.
Remove	Click this button to remove the association of the link with the workflow. Deleting a link’s association with the workflow removes that particular association only.
Save	Click this button to save the changes made to the Links grid. Clicking this button only affects the selected workflow.

Grid Columns

Field Name	Description
Name	This column displays the name of the link associated with the workflow.
Path	This column displays the complete path of the link.
Description	This field displays the description for the link.

What do you want to do?

Associate a link with a project

Associate a link with a workflow

Add a SharePoint link

Add a server link to the Links tab

Remove an association of a link and an area

View location

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