--- title: "Configuring Quicklinks Basics" slug: "configuring-quicklinks-basics-2" updated: 2026-08-15T19:40:45Z published: 2026-08-15T19:40:45Z canonical: "help.idibilling.com/configuring-quicklinks-basics-2" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Configuring Quicklinks Basics Clicking either the Add or Edit icon for a category displays the Add/Edit form. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85503(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A11Z&se=2026-11-14T11%3A58%3A11Z&sr=c&sp=r&sig=JGWQa3MO%2BV2jjkNmG9nrhx06YIrP%2BAJXQ9Lg0vcjrZw%3D) #### Groups Use the Groups drop down to select one or more user groups able to see the link. None Selected means all users can see the link. > [!NOTE] > Note > > For Customer Care, Tickets and Inventory, these are IDI platform User Groups. For Workflow, they’re Workflow groups. - If no group is selected, the link will be viewable by all users. - If group(s) are selected, the link is only available to users in those groups. #### URL Click the icon at the right of the URL to insert variables from a pre-defined list (specific to the Quicklink). **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85506(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A11Z&se=2026-11-14T11%3A58%3A11Z&sr=c&sp=r&sig=JGWQa3MO%2BV2jjkNmG9nrhx06YIrP%2BAJXQ9Lg0vcjrZw%3D) > [!NOTE] > Note > > The URL on system-defined Quicklinks is locked and cannot be edited. #### Behavior These options determine how the linked page will display. See [Embedded Quicklinks](/v1/docs/embedded-quicklinks-2) for more on this option. #### More on Configuration Details See configuration details here: **Config Details** | Enable | Links are enabled by default. Use this checkbox to toggle. | | --- | --- | | URL | This is the target URL for the Quicklink (where you land). You can customize the URL by inserting one or more parameters. The list of available parameters varies based on the type of Quicklink. **More** Click the icon at the right of the URL to insert parameters from a pre-defined list (specific to the Quicklink category). **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80332(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A11Z&se=2026-11-14T11%3A58%3A11Z&sr=c&sp=r&sig=JGWQa3MO%2BV2jjkNmG9nrhx06YIrP%2BAJXQ9Lg0vcjrZw%3D) For example: - Global and Application quicklinks have these parameters: User ID, Environment and Domain. - Object-specific links (Account, Service, Equipment, and Ticket) have those parameters plus other parameters related to the object. For example: - Account: Account Number, Account Type, etc... - Service: Service Billing Status, Service Catalog, etc... - Equipment: Equipment Type, Equipment Owner, etc... - Ticket: Assigned User, Category, etc... > [!NOTE] > Note > > Different web sites have different syntax rules that govern passing in parameters. You'll need to be aware of those rules when you use parameters. > [!NOTE] > Note > > The URL on system-defined Quicklinks is locked and cannot be edited. | | Icon | You may select an icon to accompany the Display Name for the Quicklink. Enter the icon name in the text field (e.g. fa-link). Use the Custom Icons link to display a list of available icons. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80334(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A11Z&se=2026-11-14T11%3A58%3A11Z&sr=c&sp=r&sig=JGWQa3MO%2BV2jjkNmG9nrhx06YIrP%2BAJXQ9Lg0vcjrZw%3D) | | Display Name | Enter the name of the Quicklink as it will be presented in the page. | | Preview | This shows the specified icon and Display Name. | | Groups | Select one or more groups who will be allowed to see and use the Quicklink. You can choose one or more groups from the drop down, select all, or none. The None Selected option (**SELECT NONE**) make the Quicklink available to all groups. The selected group is indicated in the Viewable By field. If more than one group is selected the field indicates the number of groups (or Everyone if **SELECT ALL** is selected). > [!NOTE] > Note > > For Customer Care, Tickets and Inventory, these are CostGuard User Groups. For Workflow, they’re Workflow groups. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80347(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A11Z&se=2026-11-14T11%3A58%3A11Z&sr=c&sp=r&sig=JGWQa3MO%2BV2jjkNmG9nrhx06YIrP%2BAJXQ9Lg0vcjrZw%3D) | | Behavior | This controls how the link is opened: - Open in Same Tab - Same browser window - Open in New Tab - new browser window (Default) - Embedded - embed the quicklink as an iFrame directly in the web module (Customer Care, Tickets, Inventory or Workflow) instead of sending a user to the external application or site. For more see [Embedded Quicklinks](/v1/docs/embedded-quicklinks-2). | The configured Behavior for all quicklinks is indicated on the quicklink configuration page. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/84680(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A11Z&se=2026-11-14T11%3A58%3A11Z&sr=c&sp=r&sig=JGWQa3MO%2BV2jjkNmG9nrhx06YIrP%2BAJXQ9Lg0vcjrZw%3D) ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85479(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A11Z&se=2026-11-14T11%3A58%3A11Z&sr=c&sp=r&sig=JGWQa3MO%2BV2jjkNmG9nrhx06YIrP%2BAJXQ9Lg0vcjrZw%3D) Opens in New Tab ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/85480(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A11Z&se=2026-11-14T11%3A58%3A11Z&sr=c&sp=r&sig=JGWQa3MO%2BV2jjkNmG9nrhx06YIrP%2BAJXQ9Lg0vcjrZw%3D) Embedded No Behavior icon = Opens in Same Tab