Managing Quick Links

Owned by Evangeline Cruz
Last updated: Feb 04, 2021


1.  Click Setup from the Toolsbar.

2.  Click on  Automation > Automation Setup.  Page opens and Automation list displays per type defaulting to Quicklinks.

3.  Click New Automation. Form opens.

4.  Enter the Automation Name.

Enter name of automation action. This name will appear in the selection list for Quick Links.

5.  Select the Module from the selection drop down

6.  Toggle Status.  Active is default.

7.  Enable or Disable Public checkbox

If enabled, this Quick ink can be run by all users. otherwise only the Administrator can see it.

8.  Proceed with Defining Automation Steps (click to see detailed steps).

9.   Click Save.