Creating Quick Access Lists

Users with the following actions can create and edit lists:

• Create Lists

• Edit Lists

Lists can be created in two ways:

• Dynamically, by searching for articles

• Manually, by selecting articles

Users must also verify that the articles fall within the portal's scope before adding them to Quick Access Lists, ensuring that they are displayed on portals.

Creating Lists Dynamically Through Search

To create a list dynamically through search:

1. In the Navigation Menu, browse to Authoring > Quick Access Lists.

2. From the Quick Access List, click the New  button.

3. In the Create Quick Access List page, on the General tab, provide the following details:

   • Name: Type the name of the folder.

     The Folder ID field also appears on the General tab after you click the Save button. This is the unique ID of the folder that is automatically generated. 

   • Description: Type a brief description.

   • Method: Select the method as Search Criteria.

   

The Criteria tab is enabled only after a method is selected in the General tab.

4. Next, go to the Criteria tab, and specify the search criteria. You can search for articles using basic and advanced searches. For details on search, see Creating a Search.

   

5. Lastly, click the Start Search button to view the list of articles that meet the search criteria specified on the Criteria tab.

   

6. Click the Save button.

A creation method and the search criteria must be specified to be able to save the folder.

Creating Lists by Selecting Articles

To create a list by selecting articles:

1. In the Navigation menu, browse to Authoring > Quick Access Lists.

2. In the Quick Access List pane, click the New  button.

3. In the Create Quick Access List page, on the General tab, provide the following details:

   • Name: Type the name of the folder.

     The Folder ID field also appears on the General tab after you click the Save button. This is the unique ID of the folder that is automatically generated. 

   • Description: Type a brief description.

   • Method: Select the method as Specific Articles.

   

The Criteria tab is enabled only after a method is selected in the General tab.

4. Next, go to the Criteria tab and click the Add  button next to Articles.

5. In the Select Department window, select a department from the dropdown and click Done.

6. In the Select Article window, select the articles you wish to add and click Done. 

   

7. Click the Save button.

Related Topics

• About Quick Access Lists

• Deleting Quick Access Lists