This documentation supports the 19.02 version of Service Request Management.

To view the latest version, select the version from the Product version menu.

Configuring quick links

To enable users to easily access frequently used websites, you can display links to websites in the Quick Links pod on the Request Entry console. A website that hosts a travel agency that your company uses for business travel is one such example. A Corporate Policies link is another example. You can activate and deactivate these links as needed. Only active links display in the Quick Links pod. If there are no active links, the pod does not appear on the console.

When you create a link, it is created for the default locale selected during installation, for example, en_US. However, if you have users in other countries, you can create links for those locales.

  1. On the Custom Configuration tab of the Administration Console, navigate to Service Request Management > Request Entry Management > Service Request Links Management Console.
  2. On the Quick Links Management window, click the Add icon (+) to open the Create Link window.
  3. Complete the fields in the Create Link window:
    • Locale — By default, links are created for the default locale selected during installation, such as en_US.
      However, if you have users in other countries, you can create links for those locales. To select a different locale, follow the procedure described in To create a quick link for a different locale.
    • Status — From the drop-down list, select Online to make the link visible to users in the specified company.
    • Company — From the drop-down list, select the company for which you want to create the link.
    • Display Name — Enter a label for the link that will appear in the Request Entry Console.
    • Description — Enter a brief description for the link.
    • URL — Enter the URL for the website, for example, http://www.example.com.
  4. Click Save to create the link.
  5. Click Close to close the window.
    The quick link appears in the table on the Quick Links Management window.

  1. On the Quick Links Management window, select the link for the default locale, and click Other Locale to open the Create Locale window.
  2. From the Locale drop-down list, select the appropriate locale.
    You can change the display name and the URL if needed.
  3. Click Save.
    The new link is listed on the Quick Links Management window.
  • To edit the link information, select the link on the Quick Links Management window and click Edit. Make the necessary changes in the Edit Link window and click Save. For example, you can change the URL and description for an existing link, but you cannot change its locale.
  • To deactivate a link, select the link on the Quick Links Management window, click Edit, and select Offline from the Status drop-down list. To reactivate a deactivated link, select Online.
  • To delete a link, select the link on the Quick Links Management window, and click the Delete icon.

Note

When you delete a link for the default locale, any associated links for other locales are also deleted.

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