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Administrator Guide
Last Updated: 2023-06-23
Create a Quicklinks Worklet

Create a Quicklinks Worklet

  • Set Condition Rules for Quicklinks.
  • Create a dashboard or landing page to display the worklet on.
  • Security: These domains in the System functional area:
    • Custom Report Creation
    • Manage: All Custom Reports
    • Quicklinks
You can create a Quicklinks worklet to display external website links on a dashboard.
  1. Access the
    Create Custom Report
     task.
  2. Select
    Advanced
     on the
    Report Type
     prompt.
  3. Clear the
    Optimized for Performance
     check box.
  4. Select
    Quicklinks
     on the
    Data Source
     prompt.
  5. On the
    Columns
     tab, select
    Quicklink Item
     on the
    Field
     prompt.
  7. On the
    Filter on Instances
     grid on the
    Filter
     tab, select from these options:
    • To display all the Quicklinks within a group, select
      Quicklink Group
       on the
      Field
       prompt. Select an
      Operator
       value and select 1 or more groups on the
      Comparison Value
       prompt.
    • To display a specific Quicklink, select
      Quicklink Item
       on the
      Field
       prompt. Select an
      Operator
       value and select 1 or more Quicklinks on the
      Comparison Value
       prompt.
    • To display only Quicklinks that a user has access to, select
      Valid for Worker
       on the
      Field
       prompt. Select an
      Operator
       value and select the
      Comparison Value
       check box.
    If you don’t set any filter conditions, the report displays all Quicklinks.
  8. On the
    Output
     tab, select the
    Enable As Worklet
     check box in the
    Worklet Options
     section.
  9. Select an appropriate
    Worklet Icon
    .
  10. On the
    Available on
     prompt, select the dashboard where you want to display the worklet.
  11. On the
    Share
     tab, select the appropriate sharing options.
Add the worklet you created to the dashboard you selected on the
Available on
 prompt.