Manage Quick Actions

Note:

This function is available only to users with administrative roles.

Click the Manage button to open the Quick Actions management interface.

Categories

• Add Category: Create a new top-level category and define its display order and role permissions.

  Use concise category names to improve readability and maximize display space.

• Edit: Change the category name, description, and display order.
• Delete: Remove a category and all associated groups and shortcuts.
• Manage Category Groups: Access and manage the groups within the selected category.

Category Groups

• Add Group: Create a new group within the selected category.

  Use concise group names to improve readability and maximize display space.

• Edit: Change the group name, icon, and display order.
• Delete: Remove a group and all associated shortcuts.
• Manage Group Shortcuts: Access and manage the shortcuts within the selected group.

Group Shortcuts

• Add Shortcut: Create a new group shortcut link.
• Name: Enter the display name for the shortcut.
• Link: Enter the URL or NetSuite page path that the shortcut opens.
• Icon: Select an optional emoji icon to display with the shortcut.
• Tooltip: Enter the text to display when users hover over the shortcut. Use descriptive tooltips to help users understand the purpose of each shortcut.
• Target: Specify whether the shortcut opens in the current window or in a new browser tab.
• Display Order: Enter a number to control the sequence of categories and groups. Lower numbers appear first.

Click the Save button to confirm the changes.

Test all shortcuts after adding or editing them to ensure they navigate to the correct destination.