Configure quick links in Agent Workspace for HR Case Management

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Configure quick links to quickly access internal and external resources related to specific departments within your organization.

    Before you begin

    Employee Center Pro must be installed. For more information, see Install Employee Center Pro.

    Role required: sn_hr_agent_ws.admin and sn_hr_core.basic

    Procedure

    1. Navigate to All > Content Publishing > Re-usable Components > Link Content.
    2. Create the link.
      1. Select New.
      2. On the form, fill in the fields.
        Table 1. Link Content form
        Field Description
        Name Name of the link to content.
        Type The type of content, which for a quick link is Link.
        URL The URL link to the content to appear on the service portal.
      3. For the Load link in field, select Current page to load the link in the current portal page.
      4. Select Submit.
    3. Define when and where you want your content to be available.
      1. Navigate to All > Content Publishing > Schedule Content.
      2. Select New.
      3. On the form, fill in the fields.
        Table 2. Schedule Content form
        Field Description
        Content The content or information you want to make available as set in the link definition.
        Active Option to enable the form.
        Title Name of the schedule content record.
        Audience Audience for the content.
        Content location Location where the content you’re scheduling appears.
        Approvers Users who can approve the content before it’s made available.
        Component type

        Should be set to Quick links.
        Availability start date Date the content should first be available to the audience.
        Availability end date Final date the content is valid.
      4. Enter or verify the field values in the following table.
        Table 3. Schedule content form
        Field Value
        Content The newly created record
        Content location UIB Workspace
        Component type Quick links
      5. Select Submit.
    4. Map the link created above to the Quick link component in UI Builder.
      1. Navigate to All > HR Case Management > UI Builder for Agent Workspace for HR Case Management.
      2. Optional: Select Landing page default if you have not configured a landing page variant.
      3. Optional: Select your landing page variant.
      4. In the left pane, select the data icon (Data icon).Data tab
      5. Select getQuickLinksContent.Get quick links panel
      6. In the content_id field, enter the name given to the Content group.
      7. Select Save.