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Shortcuts

Introduction​

Shorcuts in Simplicité are quick access points to functionalities available by clicking on the Plus menu (3 small dots next to the user name in the page header) or on a button in the header or on a home page. They can be used to link to commonly used lists, actions, allowing users to perform tasks with fewer steps.

Configuration​

Field Description
NameUnique name for the shortcut, which helps in identifying its purpose.
URLThe destination or action that the shortcut will link to.
Targetdisplay on main page or in new window 
Order Define the order in the Plus menu or header
VisibilitySet the display
IconIcon displayed next to the translated shortcut value
ShorthandAbility to associate a keyboard shortcut
Module NameDefine the module to which it belongs.

Features​

Shortcut Types​

Shortcuts in Simplicité can be categorized into different types, each designed for specific purposes:

URL Shortcuts​

  • These shortcuts link directly to specific URLs within or outside the platform.
  • Example use case: Linking to an external reporting tool or an internal page within Simplicité.

Action Shortcuts​

  • These shortcuts execute predefined actions within the system.

  • Example use case: Triggering an action like creating a new record with a single click.

Best Practices​

  • Keep it Simple: Limit the number of shortcuts to only those that add significant value to the user experience.
  • Use Icons Effectively: Choose clear, meaningful icons to represent the shortcut actions to reduce user confusion.
  • Group Similar Shortcuts: Organize shortcuts by category to help users find the actions they need without excessive searching.
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