Shortcuts

Enterprise feature (new in 1.19.1, helpdesk). See the Helpdesk overview.

Shortcuts are the buttons elsewhere in CompassDocs that start a request with the details already filled in (see Asking from where you are). Desk settings → Shortcuts chooses which request type each one opens. It needs the desk capability Helpdesk settings (Admins, out of the box).

Shortcut	Where people see it
Report a problem with this page	Every document’s side rail
Ask about this policy	Handbook policy pages
Request access	A space’s address you can’t open
Report a broken link	Quick links and the Links page

For each one, Opens offers:

• Automatic (the default): the rule 1.19.0 used, which picks a request type by its slug and category (the starter set’s types match). The menu names the type it picks today, such as “Automatic: Report a problem”, or “Automatic: a general request” when none fits.
• A request type of your choice, from the types that are switched on.
• Hidden: the button isn’t shown anywhere.

Save shortcuts applies the choices. Each shortcut still fills in where it came from: the page, the policy, the space or the link.

Rules worth knowing

• Request access only offers request types that grant access to a space, because only those may carry a space. If the chosen type’s workflow stops asking the space’s owner to approve, the shortcut falls back to Automatic.
• If someone can’t use the chosen type (it is limited to groups they aren’t in), their shortcut opens what Automatic would pick.
• A type that was switched off or deleted shows as “(no longer offered)” or “A request type that was deleted”. Choose another one.

In the audit log

Action	Shown as
helpdesk.shortcuts.updated	Changed helpdesk shortcuts