Lecture Notes: Configuring Quick Links on Employee Center

Jul 29, 2024

Configuring Quick Links on Employee Center

Presenter: Manan, Technical Consultant

Introduction

  • Quick links allow quick access to internal and external resources for specific departments
  • Can create, associate, and restrict access to quick links

Step-by-Step Configuration

  1. Navigating to Quick Links
    • Access the backend under the filter navigator
    • Search for and click on "Quick Links" under Employee Center
  2. Creating a New Quick Link
    • No quick links available out of the box, so create a new one
    • Fill out the quick links form
      • Content Type: Can include knowledge articles, catalog items, portal pages, or external links
      • For demo, select Catalog Item (use Create Incident Record Producer)
      • Quick Link Name: Same as the record producer
      • Title: Keep it the same
      • Background Image & Icon: Optional fields (leave blank for now)
    • Click Save
  3. Assigning Topics
    • After saving, scroll down to Assigned Topics and click on Add
    • Assign it to a relevant topic, such as IT
    • Click OK
  4. Testing the Quick Link
    • Navigate back to the Employee Center and refresh
    • Check under the designated topic to find the quick link widget
  5. Displaying Quick Links on the Home Page
    • Open the Page Designer (Control + right-click to access)
    • Quick links widget is available out of the box
    • If not displaying, verify scope:
      • Change scope to Employee Center
      • Go back to Page Designer, refresh, and edit the quick links widget
      • Search for the created quick link and add it, then Save
  6. Styling Quick Links
    • Access instance options via Control + right-click
    • Change card display style from simple to thumbnail
    • You can alter background color, text color, or overlay
    • Background image or icon displayed if added during quick link setup

Conclusion

  • Quick links enhance access to resources without needing to associate them directly with topics
  • Ensure to customize the display options as needed
  • Thank you for attending!

Note: Review set up and functional quick links to streamline usage within your organization.