In the IUIE, how can I save my settings as a shortcut in My Catalog?

In the IUIE, to save a report object as a shortcut in the New Shortcuts folder of My Catalog, click Save Settings. For frozen files, a simple shortcut is created. For all other report objects, you can save the blank report form, or save the report with any parameters you enter.

Clicking Save Settings generates a form that includes the following:

• On the upper left, a link identifies the form and links to metadata about the particular type of form.
  
  
• On the upper right, a link helps with saving shortcuts.
  
  
• Radio buttons allow you to choose which of the two shortcut functions will be performed:
  
  
  • Save a new shortcut

    In the "Save a new Shortcut using the label:" field, you can enter a label for the new shortcut. If you invoked the data extract, data template, PDQ, or indexed report from the Master Catalog, this field will contain the original label as the default. If you invoked the item through a shortcut, this field will contain the label associated with the shortcut as the default.

  • Overwrite an existing shortcut

    Beside "Overwrite the existing Shortcut selected below:", you will see a selection list of the existing shortcuts saved for this item. The selected shortcut will be overwritten with the current form when you click Save.

  Note: If you have no saved shortcuts, it is only possible to save a new shortcut, and you will not see the radio buttons. You can change the name for the shortcut.

• Save executes the selected function and displays a confirmation form reporting the name of the shortcut that was saved or overwritten. Clicking OK on the confirmation form returns you to the original report object.
  
  
• Clicking Cancel returns you to the item from which you originally clicked Save Settings.

Also see:

• In the IUIE, how do I create a shortcut to reports I access often?
• Shared folders and shortcuts in the IUIE