VividCharts

VividCharts offers an easy way to create related links on a ServiceNow record that will direct a user to a View that has been generated through Summary.  Currently, related links can be added to the following tables: Project, Demand, Program, and Portfolio.  This functionality is available to users with x_vivid_vc_core.admin role.

<i>Note: Before taking these steps, a Summary containing the Views you would like to use must have already been created.</i>

To create a related link follow these steps:

Navigate to the admin panel by clicking on the “i” icon in the top right corner of the screen.  This will open a dropdown menu, and if you have the VividCharts admin role, you will see an option called “Admin Panel”.  Click this option to open the Admin Panel.

On the admin panel page, there are 3 options on the left-hand side of the screen.  One should say Related Links.  Click here to open the Related Link config panel.

Here you will see the 4 process areas available to add the Related Link.  Simply choose the Process Area for which you would like to add the Related Link and select the Summary you would like to use from the drop down. Once selected, the link will be available on the record type for which it was selected.  For example, in the screenshot above “CA Related Link Summary” has been selected.  Navigating to a project record, there will be a newly created Related Link called “Related Link Project”.

To remove the related Link, simply click Reset next to the Process Area dropdown, and the Related Link will be deactivated.

1. Navigate to the admin panel by clicking on the “i” icon in the top right corner of the screen.  This will open a dropdown menu, and if you have the VividCharts admin role, you will see an option called “Admin Panel”.  Click this option to open the Admin Panel.

2. On the admin panel page, there are 3 options on the left-hand side of the screen.  One should say Related Links.  Click here to open the Related Link config panel.

3. Here you will see the 4 process areas available to add the Related Link.  Simply choose the Process Area for which you would like to add the Related Link and select the Summary you would like to use from the drop down. Once selected, the link will be available on the record type for which it was selected.  For example, in the screenshot above “CA Related Link Summary” has been selected.  Navigating to a project record, there will be a newly created Related Link called “Related Link Project”.
   
    
4. To remove the related Link, simply click Reset next to the Process Area dropdown, and the Related Link will be deactivated.
