Creating and managing quick links for journeys
Quick links give employees quick access to varied resources directly from a journey. Administrators, journey owners, and mentors are able to add linked resources to journeys.
Note: Journey owners and mentors must be given Can add quick links permission by an administrator. Journey permissions are assigned and managed in journey configurations. See, Update users' permissions for journeys.
There are two types of quick links that can be added to a journey from Journey designer.
- Administrator configured links: Administrators add quick links to journey types. These quick links are added to all journeys that are created from that journey type.
User configured links: Journey owners and mentors with Can add quick links permission add or delete web-based links directly to a user's journey.
Note: Administrator added quick links can't be deleted by journey owners or mentors.
Quick links added by administrators
From the Manage Journey Type Quick Links page, administrators create and configure quick links in a journey configuration.
| Field | Description |
|---|---|
| Content type | The content type represents the type of knowledge the quick link goes to:- Knowledge: Articles within a knowledge base that can be shared across an organization. - Catalog item: Hardware and software items that can be tracked and offered in the service catalog. - Page - External link: Links to websites with a valid URL format, for example Note: Selecting a content type opens additional fields used with that content type. |
| Quick link name | The name of the link that is visible in the journey. |
| Title | The title entered in this field overrides the default title of the quick link. |
| Short description | The description added in this field overrides the default description of the quick link. |
| Icon | The icon displayed for a quick link in a journey. |
Quick links added by managers and mentors
Managers and mentors with edit journey permission add external links to a journey.
| Field | Description |
|---|---|
| Link text | The user readable text that is visible in the journey. |
| Link address | Manager and mentors add valid external links. The Quick Links widget checks for a valid URL format. For example, https://www.website.com. |
- Create a quick link as an administrator
Journey designer administrators create quick links that are part of a journey configuration. Administrator created quick links cannot be deleted or edited by journey owners or mentors. - Delete a quick link created by an administrator
To delete an administrator created quick link in Journey designer, you must be an administrator.
Parent Topic:Configure Journey designer features