Use Dashboard Shortcuts to connect related dashboards and supported Yarken application destinations, making common actions and pages easier to access from a Custom Dashboard.
You can configure shortcut labels, icons, destinations, and appearance to create clearer dashboard navigation.
Add a Dashboard Shortcut widget
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Open the required Custom Dashboard.
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Select Edit.
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Add or select the Dashboard Shortcut widget.
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Open the widget settings.
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Configure the shortcut destinations and appearance.
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Review the widget.
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Save or finish editing the dashboard.
Configure the shortcut layout
Under Bar Appearance, turn on New Layout to use the enhanced shortcut layout and enable additional icon customization options.
When New Layout is enabled, you can configure Show Icons, Icon Color, and the Icon setting for each shortcut.
|
Setting |
Description |
|---|---|
|
Background Color |
Sets the background color of the shortcut bar. |
|
Shortcut Text Color |
Sets the text color used for shortcuts. |
|
New Layout |
Enables the enhanced shortcut layout, including additional icon customization options. |
|
Show Icons |
Shows or hides shortcut icons when the enhanced layout is enabled. |
|
Icon Color |
Sets the color used for shortcut icons. |
Enable the enhanced layout
To use the enhanced layout:
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Open the required Custom Dashboard in Edit mode.
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Select the Dashboard Shortcut widget.
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Open Customize Widget.
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Expand Bar Appearance.
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Turn on New Layout.
Customize the enhanced Dashboard Shortcut layout -
Turn on Show Icons to display icons with your shortcuts.
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Select the required Icon Color.
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Under Shortcuts, select an Icon for each shortcut as required.
When New Layout is disabled, the widget continues to use its existing presentation.
Configure a dashboard shortcut
You can configure Dashboard Shortcuts to open default dashboards, Custom Dashboards, or supported Yarken application destinations.
To configure a shortcut:
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Open the required Custom Dashboard in Edit mode.
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Add or select a Dashboard Shortcut widget.
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Open the widget settings and expand Shortcuts.
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Under Label, enter the text to display for the shortcut.
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Turn on Enable Link.
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Under Link Type, select the destination type.
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Choose the required destination based on the selected link type.
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If you are using the enhanced layout with icons enabled, select an Icon for the shortcut.
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Select + ADD SHORTCUT to configure additional shortcuts, if required.
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Save your dashboard changes.
The configured shortcuts appear together in the shortcut bar, providing navigation to the selected dashboards or application destinations.
Available link types
|
Link Type |
Description |
|---|---|
|
Default |
Links to a default Yarken dashboard. |
|
Custom |
Links to a Custom Dashboard. |
|
App |
Links to a supported Yarken application destination. |
For Default and Custom, select the required destination from Dashboard.
For App, select a supported destination from App Links.
Link to a Yarken application
You can use the App link type to create shortcuts to supported application destinations.
The current implementation includes AI Studio destinations, such as Build an outcome, View Outcomes, Create Specialist, and View Specialists.
To configure an application shortcut:
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Under Shortcuts, enter the required Label.
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Turn on Enable Link.
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Set Link Type to App.
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Under App Links, select the required application destination.
Select the App Links -
Configure the shortcut icon if you are using the enhanced layout.
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Save your changes.
When users select the shortcut, Yarken opens the configured application destination, provided they have the required permissions.
Note: App shortcuts use predefined application destinations. You cannot configure an arbitrary URL or link directly to a specific Specialist or Outcome record. Additional destinations may become available in future releases.
Application access and permissions
Dashboard Shortcuts respect each user's existing Yarken permissions. If a user does not have permission to access AI Studio, the shortcut remains visible but cannot be opened. Adding a shortcut does not grant access to the linked application.
Apply the enhanced layout to an existing shortcut widget
You can apply the enhanced layout to an existing Dashboard Shortcut widget without recreating it.
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Open the dashboard in Edit mode.
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Select the existing Dashboard Shortcut widget.
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Open the widget settings.
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Expand Bar Appearance.
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Turn on New Layout.
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Configure the icon and appearance options as required.
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Save or finish editing the dashboard.
When New Layout is off, the widget continues to use its existing presentation.
Recommended practices
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Use concise labels that clearly identify the destination.
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Use icons consistently across related shortcuts.
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Group shortcuts that support the same reporting workflow.
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Keep the number of shortcuts focused on useful dashboard destinations.
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Review shortcut destinations when dashboards are renamed, replaced, or removed.
Troubleshooting
|
Issue |
Troubleshooting steps |
|---|---|
|
A shortcut does not open the expected destination |
Review the configured Link Type and destination. For Default or Custom, verify the selected Dashboard. For App, verify the selected App Links destination. Confirm that Enable Link is on and that the user has permission to access the destination. |
|
An application shortcut is visible but cannot be opened |
The shortcut may point to an application the user is not permitted to access. Review the user's Yarken permissions. Dashboard Shortcuts do not override existing access restrictions. |
|
Shortcut icons do not appear |
Confirm that New Layout and Show Icons are enabled. Check that an Icon is configured for the shortcut. Review the selected Icon Color. |
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