How do I make a shortcut?

Hello!

I’m curious on how I make a shortcut? I see the option for them when I’m inside a ticket, but unsure how to set them up prior to that screen. Furthermore, I want to make a shortcut to add resources to a ticket of issues that we run into fairly often. Thanks for any help!

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As far as I know, you create them while in an active ticket - any active ticket.

Does this Knowledge Base article help?

@MArchuleta 473789d eosd Thank you for submitting your question to our community!

Shortcuts cannot be made outside of a ticket, but you can create them within any ticket! Here is an idea to check out as well about adding a shortcuts tab on the Left Nav:

@MArchuleta 473789d eosd I also noticed the second part of you question regarding adding resources to a common type of ticket. My recommendation would be to create a Knowledge Base article with those resources. Once created, any KB article is automatically created as a shortcut which can be applied within any ticket.
Here are a few iiQ KB articles that talk about KB articles :

and how to present it prior to ticket submission:

Hope these help as well!

Fun new fact @MArchuleta 473789d eosd we just had a new enhancement where you can add variable data points in text snippets and shortcuts. Check out the details here

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