Manage Quick Actions

Note:

This function is available only to users with the ORBO Nav Config permission.

1. Click the Manage button to open the Quick Actions management interface.
2. Change Categories, Groups, or Shortcuts.

   Table 7-1 Categories

   Action	Description
   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.

   Table 7-2 Category Groups

   Action	Description
   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.

   Table 7-3 Group Shortcuts

   Action	Description
   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.

3. Click the Save button to confirm the changes.
4. Test all shortcuts after adding or editing them to ensure they navigate to the correct destination.