Creating Service, Article or Category Shortcuts

Issue/Question

  • How to create shortcuts to services, articles or categories
  • How do I put an article in two knowledge base categories?

Environment

  • TeamDynamix
  • Service
  • Article
  • Category

Cause

Shortcuts allow administrators to link one part of the service catalog or knowledge base by adding a “Shortcut” item in a category. For client portal users, shortcuts look the same as if the linked service, article or category was in the shortcut's parent category. 

Resolution

Creating Shortcuts
  1. Navigate to a client portal category in the Service Catalog or Knowledge Base where you want to include a related category, service, or article
  2. Click +New Shortcut button in the top right
  3. Choose the Shortcut Type
    • Category
    • Service
    • Article
  4. In the Target field, choose the category, service or article that you want to link to
  5. The Parent Category field will default to the category you were in, or blank if you were at the root of the service catalog or knowledge base 
  6. Click Save
Editing/Deleting Shortcuts
  1. Edit or delete a Shortcut by clicking the shortcut icon when viewing it in its parent category
  2. This will open the Edit Shortcut page, where the shortcut can be edited or deleted

VIDEO - Using Client Portal Content Shortcuts

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