Shortcuts Panel

You can use the Shortcuts Panel to access the information you use most frequently. Click on the icon for the Shortcuts Panel and you will see sections. This can include:

• Private - Shortcuts that are created by you. Only you can see and use them.
• Shared - Shortcuts that another user has created and then shared with you.
• Public - Shortcuts created by Super Users or Administrators. Everyone that has access to the Simpler site can see and use them.

Click on the Shortcut for the data you want. The data requested will display and the Datapp Title will change and now include the name of the Shortcut.

Shortcuts Tips

• The word Public in this context refers to the 'public' that can access the Simpler datapps within the organization, not to the general public or constituents.
• Public or Shared Shortcuts may not appear the same to all users. Filters will be applied based on the current user roles and security. For example, one user may be able to see the data for all departments in the organization but another may only be able to see the data for their own department.

Shared Shortcuts

Share with Another User

1. Create a new Shortcut or select an existing Shortcut.
2. Open the Share Panel and copy the Share with other users link.
3. Paste and send the link in a chat or email to the person you want to share it with.
4. When they click on the link, it will open the Shortcut in their browser window.
5. The Shortcuts datapp has a field that will tell you which of your Shortcuts have been Shared.

Shared with You

1. When you receive a link for a Shared Shortcut, once you click on the link it will automatically be added to the Shortcuts Panel in the Shared section.
2. From there, you can make modifications and save it as a Personal Shortcut.
3. If you no longer want the Shared Shortcut, select it in the Shortcut Panel and then go to the Create/Update Shortcut Panel and delete it.

Shortcuts Datapp

On the Home Page of the Simpler site you will see a Shortcuts datapp in the Simpler Administration menu group. The datapps in your Simpler Administration menu group may vary depending on the organization and your access role.

In the Shorcuts datapp, you can: * Search for a Shortcut * Filter or Group to see what is available in each datapp * Use the link to go directly to a Shortcut * Filter or Search for Public, Default, and Shared Shortcuts

   

Create / Update Shortcut Panel

Create a Shortcut

To create a Shortcut, first set up the data the way you want to see it when you click on the Shortcut.

Update a Shortcut

1. Click on the Shortcut icon in the Control Panel and select the Shortcut you want to update.
2. The data requested will display and the Datapp Title will change and now include the name of the Shortcut.
3. Make any changes or updates you want to apply.
4. Next, go to the Create/Update Shortcuts panel
5. Click on the Replace existing shortcut... link.
6. Select the Shortcut that you want to replace.
7. Click on the Update button.

Delete a Shortcut

1. Click on the Shortcut icon in the Control Panel and select the Shortcut you want to delete.
2. The data requested will display and the Datapp Title will change and now include the name of the Shortcut.
3. Next, go to the Create/Update Shortcuts panel
4. The name of the datapp will automatically be populated.
5. Click on the Delete button.

Shortcut Tips

• You can select a Personal Shortcut as the Default way you want to see the data when you click on the link on the menu page. Just check the Set as default when you create it or you can add it later.
• Deleted Shortcuts cannot be recovered, you will have to recreate if it was deleted in error.