decídalo
Documentation
Ask AI
Search Results for

    Show/Hide Table of Contents

    Customizing Quick Actions

    This guide walks you through how to customize the "Quick actions" section on the decídalo Start page. As an administrator, you can add links to additional information or hide default shortcuts that are not needed.

    Customizing quick actions

    On the decídalo homepage, there's a 'Quick Actions' section where you'll see shortcuts for fast access. The default shortcuts are pre-configured. If you're an administrator, you can customize these. Start page with the quick actions section showing the default shortcutsGo to the 'Administration' menu, head over to the 'Actions' section, and click on 'Quick Actions'.

    You'll see the list of default actions. You can choose to hide any of them or change the order. For example, if you don't need the option to upload profiles from Excel, just uncheck it.

    Adding quick actions

    You can also add new actions as links to external or internal pages.

    Quick actions administration list with active toggles, drag handles and the add field buttonTo do this click on "Add field" and select the Link option.

    The options "Create" and "Import" are already added by default. You only need to use them if you want to rename a default option. For this, hide the default option and add the same action with a new name again.

    In the popup enter the name to be shown in the quick actions and a URL. Click Add.

    Add link dialog with name and URL fieldsYour link is added at the bottom of the list. You can change its position by using the drag handle in front of the name. Just drag and drop it to the position where you want it to be shown. New link added at the bottom of the quick actions list, with one default action switched off

    Checking the results

    Go back to the homepage. Your new link will show in the quick actions where you positioned it. If you have hidden default actions, these will no longer be visible.

    Start page quick actions showing the new link at the top and the hidden action removed

    In This Article
    Back to top Copyright © data assessment solutions · decidalo.com