Shortcuts

Note:

This utility button is only available if the Navigation Shortcuts feature is enabled for your company's OpenAir account. When enabled, you can hide the shortcuts utility panel and functionality in your personal settings. See Optional Features.

Click the shortcuts utility button to view the shortcuts menu and go to your favorite pages in and outside OpenAir from anywhere in OpenAir.

If the Navigation Shortcuts is enabled in your company's OpenAir account, you can:

• Access the shortcuts menu from any page in OpenAir. To do so, click the shortcut utility button. The utility button shows a yellow color star if a shortcut already exists for the current page.

  

• Add shortcuts to any pages in OpenAir including new record forms, specific tabs on specific records, report properties and report runs. See Adding a Shortcut to a Page in OpenAir.

• Add shortcut to any external URLs. See Adding a shortcut to an external URL.

• Go to your favorite pages in and outside of OpenAir.

  Tip:

  Point to a shortcut to see the full shortcut name and URL.

• Edit or delete your shortcuts. See Managing your shortcuts.

  Note:

  By default, you can have a maximum of 50 shortcuts in your shortcuts menu. Account administrators can reduce this maximum value.

To enable the Navigation Shortcuts feature go to Administration > Global Settings > Account > Optional features and check the Enable shortcuts box. You can also reduce the maximum number of shortcuts user can save. See Optional Features.

Adding a Shortcut to a Page in OpenAir

Use the following steps to add a shortcut to any page in OpenAir.

To add a shortcut to a page in OpenAir:

1. Go to the page you want to add a shortcut for.

2. Click the shortcut utility button .

3. Click Add shortcut.

   The Add shortcut window appears.

   

4. Select This page.

   Note:

   You cannot have more than one shortcut for the same OpenAir page. You cannot select This page if a shortcut already exists for the page you are currently on.

5. Edit the default Shortcut name, if required. The name can be up to 128 characters long.

6. Check the Open in a new tab box if you want the page to open in a new browser tab when clicking the shortcut.

7. Click Save.

Adding a shortcut to an external URL

Use the following steps to add a shortcut to any external URL.

To add a shortcut to an external URL:

1. Copy the URL for the page you want to add a shortcut for.

2. Click the shortcut utility button from anywhere in OpenAir.

3. Click Add shortcut.

   The Add shortcut window appears.

   

4. Select External URL.

5. Enter a Shortcut name. The name can be up to 128 characters long.

6. Paste the URL in the Shortcut URL box.

   Note:

   External URLs always open in new browser tab.

7. Click Save.

Managing your shortcuts

Use the following steps to edit or delete your existing shortcuts.

To manage your shortcuts:

1. Go to the shortcut menu from the shortcut utility button .

2. Click Edit.

   The Edit shortcuts panel appears in place of the shortcuts menu.

   

3. Do any of the following:

   • • Click the edit icon to change the shortcut name or shortcut URL.

       The Edit shortcut window appears. It is similar to the Add shortcut window. See Adding a Shortcut to a Page in OpenAir and Adding a shortcut to an external URL.

     • Click the delete icon to delete the shortcut.

   Important:

   All changes you make in this step, including changes to the shortcut name and URL are only applied temporarily. You must save these changes in the next step.

4. Click Save to save your changes, or Cancel to discard your changes.