The Shortcut Panel in the Smart Site Plan Platform provides a customizable hub of features, allowing users to streamline workflows by personalizing quick-access tools. This feature is available for all subscription levels.
Locating the Shortcut Panel
The Shortcut Panel is located at the top-left corner of the Smart Site Plan interface. On desktop devices, it displays as a customizable toolbar, while on mobile devices, it remains static due to limited screen space.
Viewing All Available Features
Select the right arrow on the Shortcut Panel to expand it, revealing all available feature buttons. In this view, buttons can be clicked to instantly access their functions or dragged to customize the toolbar’s layout. Buttons already in the top bar are fixed but remain clickable for quick use.
Arranging Your Shortcuts Bar
In the expanded Shortcut Panel, drag buttons to reorder them based on your workflow preferences. Add new buttons by selecting customization options (detailed below) and placing them in the top bar to prioritize frequently used features, enhancing efficiency.
Personalizing Your Features
The Shortcut Panel includes default buttons and customizable options. Below are the unique customization options available to enhance your workflow:
Select Custom Open Data to open a popup prompting you to enter a search term. After entering the term, select Add to Quick Access Panel. A new button with the first letter of the search term is added to the top bar. Clicking this button triggers an Open Data search for the specified term.
Select Custom Layer to open a popup prompting you to choose a layer from the Layers section. After selecting a layer, select Add to Quick Access Panel. A new button with the first letter of the layer name is added to the top bar. Clicking this button toggles the layer on or off, based on its current state.
Select Custom Sketch to open a popup prompting you to choose an item from the Sketches section. After selecting a sketch, select Add to Quick Access Panel. A new button with the first letter of the sketch name is added to the top bar. Clicking this button toggles the sketch on or off, based on its current state.
Select Custom Form to open a popup prompting you to choose an item from the Forms section. After selecting a form, select Add to Quick Access Panel. A new button with the first letter of the form name is added to the top bar. Clicking this button opens the form for submission.
Select Customize Panel to modify the accent color of the ring around each button. After selecting this option, palette icons appear at the top of each button in the Shortcut Panel. Click a button’s palette icon, choose a color, and select Finish to apply the change. Select Customize Panel again to exit this mode.
Select Reset Panel to restore the Shortcut Panel to its default button selection. This is useful if you’ve made unintended changes, want to revert to the original configuration, or need to recover the default setup for a fresh start.
Need more help with the Shortcut Panel? Our team is here to assist. You can reach us at Smart Site Plan Support.