Quick Insert portlet

You can add actions to the Start Center in the Quick Insert portlet. Clicking an item in the portlet list takes you to the application to carry out the task. In addition, you can associate templates with some actions. When you click an action link that has an associated template, the template is applied to the action.

Templates associated with actions

You can associate a template with an action by specifying a template. For example, associate a template named I need to reset my password with the New Service Request action. When you click the link for that action in the Start Center, a new Service Request record opens with the appropriate fields completed.

Tip: Consider replacing the default description for actions with templates. An action can have several templates associated with it. So change the description to match the template and identify the action in the Start Center. In this example, consider changing the description from New Service Request to Reset Password.