Shortcut widgets are the one of the only widgets that are not user report backed. Users can configure shortcuts to commonly used internal and external websites as well as specific assignment screens to quickly navigate the system.
The administrator can configure the Title, icon, and color of the widget. If users would like to add shortcut widgets to a portal page, this widget would be most appropriate for External Client users.
Examples of Shortcut Widgets
Widget Options for Shortcut Widget Type
Title
If a title is added, it will display across the top of the widget. If no title is entered, nothing will appear.
Title Font Size
Select the font size that the title of the widget will appear in. This allows for more customization and room the widgets take up on a page.
Icon
The icon will appear in the top left corner of the widget. * No Icon * can be selected if you do not want an icon on the widget.
Base Color
Select the color for the widget. The Title and Icon will be in the selected color. The widget border will also be the Base Color.
Preview
Users can preview the configured Shortcut widget. Changing the above noted properties will dynamically be reflected in the Preview. Click
to create new shortcut links in the Preview. Shortcuts included in the widget definition will show for users when the widget is added to a Dashboard Layout.
Shortcuts can be modified by clicking the
to put the widget preview in edit mode. Then click the
for the item to delete it. Click the X to save the changes and close edit mode for the widget in the Preview.
I want to go to
Select the page to create a shortcut to. Security limits pages to ones authorized for the site per license modules. When individual end users add pages to the widget, security limits per role security are included as well.
When end users click the shortcut from the widget, an Assignment/Relocation picker will appear. Users can enter a Last Name, First Name, Employee System Number, or Assignment/Relocation number. The most recently used list will appear for those assignments/relocations with rights to the selected screen. When selecting the relocation/assignment record, the following security is applied:
Assignment/relocation records the user has rights to
Assignment/relocation records that have the page authorized per license module It will not filter records that do not have the page authorized per Policy Services.
and
In some instances, this field will appear; it depends which page was selected for I want to go to. If the page is such that it is a one-to-many relationship to the assignment/relocation (such as multiple Bank Accounts versus one Spouse/Partner), options to View (go to the list of existing records) or Create (open a new/blank record) are available.
Pages requiring View versus Create selection:
Appliance
|
Appliance
|
Destination Renter
|
Assessment, orientation, & Training
|
Assessment, orientation, & Training
|
Furniture
|
Assignment/Relocation Service Orders
|
Assignment/Relocation Service Orders
|
Home Country Home Sale
|
Bank Account
|
Bank Account
|
Home Country Storage
|
Car Loss On Sale
|
Car Loss On Sale
|
Host Country Housing Rental
|
Checklists
|
Checklists
|
Move Management Summary
|
Children and Other Dependents
|
Children and Other Dependents
|
Other Contacts
|
Compensation Calculations
|
Compensation Calculations
|
Property Equity Requests
|
Compensation Worksheets
|
Compensation Worksheets
|
Reminders – Relocation
|
Cost Estimates
|
Cost Estimates
|
Temporary Living
|
Destination Buyer
|
Destination Buyer
|
Visas and Work Permits
|
Custom URL
If *A Custom URL* is selected as I want to go to, a specific Equus Platform page may be added, or any website page. The assignment picker will not appear for end users when clicking a Custom URL shortcut.
Display Name
This field will default to “Go to <page name>”. This may be modified as desired.
Open in New Window
When ticked, the shortcut will open in a new window, rather than the existing one. This checkbox is not ticked by default.
Things to Note:
End users may modify shortcuts to tailor the widget to individual needs once available on the Dashboard. Shortcuts will be saved on a per user basis (so changes by one end user will not affect).