Creating Each User's First QuickLink (Step 1)
 

Once you have installed the bundle successfully, the next step is to create your first portlet in the Portlet Designer. This will need to be done for each user.  Once it is created, the users can edit the Quicklinks themselves, however the Admin role is required to initially create the Quicklink record and then configure it to be placed into a portlet available for the Dashboard.

To initially create a QuickLink  for each user, please follow the steps below:

1. Go to Customization > Scripting > Scripts and click on the Scripts button
 

2. In the list of scripts, open up the filters menu and change the “Type” Filter to “Suitelet." This will narrow down the number of scripts.
 

3. Sort the list of scripts by name and look for the script called: [Reed] QuickLinks Creator SL

4. Click on “View” in the Edit | View column (see above). This will open up a script page.

5. On the script page, click on the “Deployments” subtab:
 

6. This will show you the list of deployments…click on the title of the deployment.

 

7. This will open up a Script Deployment page. On this page there is a URL. Click on the URL and it will open up the portlet designer:
 

8. This opens up the Portlet Designer's landing page:
 

Important : Save the URL of the QuickLinks Designer Page that you are now on - as we are going to need it to create our first Quicklink for each and every user!
 

Important : Save the URL of the QuickLinks Designer Page that you are now on - as we are going to need it to create our first Quicklink for each and every user!  (Yes we are repeating this verbatim because its important….. please copy the url now as you will need it in a few steps time).

9. To create your first portlet, click on “Create New Portlet” (see above).

This will open up a pop-up:
 

Please make note of this number too. You will use this later in the deployment. We suggest writing it down or putting it in a sticky note.

Click on “Proceed.”

10. This opens up the designer page for your new portlet:
 

It displays your portlet number (shown in red box). Your current design (shown in blue box), and actions you can take (shown in green box).

Configure the "QuickLink Headers" and the first "QuickLink Button"

• Set the number of columns in your user's Quicklinks.  Please set this to “3”
   

This will cause the columns to regenerate with the new, correct, number of columns:
 

2. Add three headers - 
 

• Set the header for column1 to be My Tasks
• Set the header for column2 to be My Searches
• Set the header for column3 to be My Reports
  • Your end users can change this in the future to be whatever they want

Here's how

• Click on the “+ add button or header” rectangle in that column
• A pop-up window will open and will default to the type being “header | information”
  • Add a title - My Tasks
     

Repeat for columns 2 and 3 to add headers for My Searches and My Reports.  You should now have a screen that looks like this:

3. Add one QuickLink Button

• In the My Tasks column…..
• Click on the “+ add button or header” rectangle in that column
• This will open a pop-up where the type has defaulted to “Header | Information”:
   

Change they “Type” to “Button”
 

• This will cause the pop-up to have additional fields:
   

Complete as displayed in the image above.   Type = Button,  Title = “Quicklinks Designer” and Link = "enter the url from Step 8 above that you copied somewhere (this is the link to the QuickLinks Designer).

Finally you can adjust the color either by picking on one of the preset options or clicking on the ‘hex’.
 
 

When you are done, click Add.
 

• This will have put your button on your QuickLink.  Its should look as follows:
   

Now its time to take the Quicklink you have created and connect it to a Portlet for display on the user's dashboard.  See the next video.