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. For example, you can add a link to the corporate policies, or a website that hosts a travel agency that your company uses for business travel. You can activate and deactivate these links as needed. The Quick Links pod displays only the active links. If there are no active links, the Quick Links pod is not visible 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 locales, you can also create links for those locales.

To create a quick link

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. In the Create Link window, specify the following fields:
   • 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 name for the link that should 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.

To create a quick link for a different locale

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 in the Quick Links Management window.

To manage quick links

• To edit the link information, select the link in the Quick Links Management window and click Edit. Make the necessary changes in the Edit Link window and click Save.
  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.