Shortcut List panels

To provide your users with quick access to their commonly used items from a dashboard, you can add a Shortcut List panel. You add shortcuts to the panel in the same way that you do to the shortcut bar, by using the Add Component dialog. In the following example, we describe adding a shortcut to Logging a new Incident.

To add a Shortcut List panel to a dashboard:
  1. Right-click the relevant column, then click Add Shortcut List Panel.
    A new panel is created.
  2. Right-click this panel, then click Panel Properties.
    The Shortcut Properties dialog appears.
  3. On the Panel Properties tab, you can change the title of the panel and configure the color and text, as described in Modifying the appearance of panel headers.
  4. On the Shortcut Properties tab, click Add.
    The Component Maintenance dialog appears.
  5. In the Select Component list, select the required component. For example, if you want to add a shortcut to logging a new Incident, you would select Workspace.
  6. In the Enter Component Title box, type the relevant name, for example, New Incident.

These properties are specific to launching a specific process. They are not available on most of the other shortcuts that you may want to add, for example, you may want to add a shortcut to the Administration component, and if this were the case, then you would only have Launch in New Window as an option.

 

In the...

Select...

 

Launch As New Window list,

False if you want the dashboard to be replaced with the shortcut to which they are clicking. Select True if you want a new Workspace to be launched when they click this shortcut. As users are launching this from a dashboard, and may well use this page as a starting point from where they access all of their required information, you may want to select True.

 

Module Name list,

the relevant module, for example, Incident Management.

 

Business Object Name list,

the relevant business object, for example, Incident.

 

Process Name list,

the required process, for example, Rich Incident.

 

Template list,

a template, if required. Templates are pre-populated processes for items that can often be resolved quickly such as Reset Password or Network Down.

 

Is telephony aware list and Is telephony auto answer list,

True or False as required depending upon whether you use telephony with Service Desk.

  1. Click OK.
    Your list of shortcuts appear on the dashboard.
  2. To modify any of the shortcuts, right-click the panel, then click Panel Properties.

You can change the order in which the shortcuts appear using the Top, Up, Down and Bottom buttons. You can also Modify and Remove shortcuts.

  1. You can choose whether or not to display images alongside your shortcuts. If you do not want to display images, clear the Display Images check box.
  2. Click OK to save the changes that you have made.
  3. Click .