Adding items to the shortcut bar

There are several ways of adding items to the shortcut bar:

  • adding the current workspace as a shortcut
  • adding a shortcut to a process, including a cross-module triage process
  • adding a shortcut to a query
  • adding a shortcut to a web page URL
  • adding a shortcut to a dashboard (see Creating new dashboards)

Often, you will edit a query or open a process that you want to be able to return to easily. In Web Access, once you have found a page, you can add it to the shortcut bar.

To add a shortcut to the current workspace page:
  1. Open and edit the required query or process as required.
  2. Open the required shortcut group, then right-click the shortcut bar and select Add this page to shortcut bar from the menu.
    The New shortcut dialog appears.
  3. If you have the required privilege, and want the shortcut to be available to everyone, select the Is system shortcut? check box; if the shortcut is personal, leave this check box clear.
  4. Type the Shortcut title that you want to appear in the shortcut bar, and the Tooltip that you want to appear when you hold the mouse button over the shortcut, then click OK.
    The shortcut is added to the bottom of the appropriate section of the shortcut bar: system shortcuts are above personal shortcuts.

You can update an existing shortcut to link to the current page by right-clicking the shortcut, then clicking Replace this shortcut with current page from the menu. The existing shortcut is overwritten with the new link.

To add a shortcut to a process:
  1. Right-click the shortcut bar and select Add process or object shortcut from the menu.
    The Create Process dialog appears.
  2. Type the Shortcut title that you want to appear in the shortcut bar.
  3. Select the Add to shortcut bar? check box.

Do not select the Add to shortcut bar? check box if you want to log a new instance of a process without adding a shortcut for the process to the shortcut bar.
If you select the Add to shortcut bar? check box, the As system shortcut? check box becomes available to enable you to make it a system shortcut.

  1. If you want to be able to create an instance of this process from Web Desk's telephony integration, select the Is telephony aware? check box.

For more information about telephony integration, see Telephony Integration.

  1. Complete the remaining fields as follows, then click OK.

Module - the database module; for example Incident Management.

Object - the business object; for example Incident.

Lifecycle - the specific process; for example Full Incident.

Template - the process template, if required; for example Change Toner.

For information about creating a cross-module triage process, see Creating a cross-module triage process.