How do I Create Quick Links in the Purchase Orders App?

Quick links is a feature which is similar to a shortcut link that guides you for reference. You can add your own quick links by customizing the settings. It can be accessed immediately within the app for reference.

The final view of the created Quick Links depends upon the type you selected.

• Link : The created Quick Link will redirect you to the mentioned Url.
• Pop-up : The created Quick Link will display a pop-up.

For instance: Say, an employee who is new to the company wants to know the details of the purchase orders. In this scenario, quick links helps the Employee.

Steps to add Quick Links

1. Go to Purchase Orders App from the app header bar.
2. Click on “More (...)” icon -> “Settings” -> “General” -> “Quick Links“.
   
   
   
   
3. Select the “Add“ button.
   
   
   
   
4. Fill out the required details and click on the “Create” button.
• Name : Specify the name related to the Url you are about to give.
• Type : Pop-up or link. (Say, here -> Link)
• Url : Link to which you want to refer.
  
  
  
  
5. You can update the quick link information using the “Edit“ icon and you can also delete using “Delete” icon.
   
   
   
   
6. The created Quick Links appear in the left navigation panel of the Purchase Orders App homepage.
   
   

Related Links

• Create Custom Attributes