Admin: Moving Parent & Child Shortcuts

What are "Child" Shortcuts?

A child shortcuts is a shortcut that is run by another shortcut.

The most common way this is configured is by using the Action Button component in an HTML Automation shortcut. When you configure the action button to run a shortcut (using the "Button runs Shortcut" setting), the "Shortcut to Run" becomes a child of shortcut that includes the action button, and the shortcut with the action button on it is then the parent. When you need move or copy a shortcut that includes action buttons that run other shortcuts, you will need to move or copy all of the child shortcuts of the parent too, otherwise that shortcut won't work as expected.  

 It is also possible to create HTML or Workflow Automation shortcuts that run other shortcuts when specific things happen in the parent shortcut, like when too many characters are entered into a text field. Often shortcuts that have these "hidden" shortcuts will have different color buttons on the shortcut itself (as a clue).

Moving Parent & Child Shortcuts to Another Account or Organization

 There may be different organizations or accounts within a tenant that have shortcuts with the same name. You must be sure to select the correct child shortcuts that are actually linked to the parent. Knowing which group or account has access to the parent shortcut that you need to move is how you can tell which group to search from.

Step 1: Find the Names of Child Shortcuts Run by the Parent

Before you can locate the child shortcuts themselves you have to know their names. It is a best practice when creating shortcuts to include the names of all child shortcuts in the Internal Notes field of the parent. Unfortunately this is not always done in practice, which means you will have to search for them in the shortcut itself. This must be done within the parent shortcut.

• The names of the shortcuts run by action buttons are not necessarily the names that appear on the buttons themselves, so you have to look deeper into the shortcut to see what they are. There are two ways you can do this: on the View tab OR on the Source tab. 
• The names of "hidden" shortcuts (that are not run by action buttons) can only be found in the source code of the shortcut. Ask nVoq Support for help with these if you need it.

Find Child Shortcut Names for Action Buttons on the View Tab

1. Open the parent shortcut to edit by clicking on the actions menu next to the shortcut and selection Edit Shortcut.

2. The shortcut opens automatically to the View tab. In the Design Area, click on an action button. 

3. Select the pencil icon to open it.

4. In the window that opens you'll see the Action Button Properties.
   • The Button runs Shortcut radio button will be selected. (If it's not, this action button does NOT run another shortcut.)
   • The Shortcut to Run selected in the drop-down menu below it is the name of the shortcut that is run by this button. 

5. Make a note of the name of the Shortcut to Run. (Unfortunately you CANNOT copy and paste the name from here.) 

6. Close the window by clicking the Cancel button.

7. Repeat steps 3-6 for all of the action buttons that run shortcuts in the parent shortcut.

Find Child Shortcut Names for Action Buttons on the View Tab in the Source Code

1. Open the parent shortcut to edit by clicking on the actions menu next to the shortcut and selection Edit Shortcut.

2. Click on the Source tab.

3. Place your cursor anywhere into the source code. 

4. On your keyboard, click Ctrl+F keys to bring up the search box.

5. In the Search box text area type: template

6. Click Enter on your keyboard until you find this in the code:
   onclick="nVoqShortcutStrategy.actionButtonStrategy(this.getAttribute('name'), 'Template')" 

7. If necessary, use the horizontal scroll bar at the bottom of the code window to find the shortcut name associated with this button.
   • To the right you'll find accesskey="">Button Name</button> The text after accesskey="" is the name on the button itself.
   • To left you'll find name="SHORTCUT%20NAME" The text in quotes after name= is the actual name of the shortcut (with "%20" in place of spaces).

8. Make a note of the shortcut name. (You CAN copy and paste from the source code. Just keep in mind that when you see %20, that is a space.) 

9. Repeat steps 6-8 to find all of the action buttons that run a shortcut and make note of the name of the shortcut that they run.

Step 2: Download the Parent & Child Shortcuts from Original Account/Org

When you've got your list of all the names of the child shortcuts run by action buttons for the parent shortcut, the next step is to find each of those shortcuts in the organization structure. If the parent shortcut is in a user account, hopefully all of the child shortcuts will also be in that user account, but they don't have to be. Likewise, if the parent shortcut is in a group organization, all of the child shortcuts are not necessarily in that group. Parent and child shortcuts may be scattered throughout the organization levels that are accessible from the group or account with which you are working. You can search throughout different organization levels using the appropriate selections on the organization menu and the Show Organization radio buttons.

Find & Download Parent & Child Shortcuts in Organizations

1. Select the group from the organization menu at the top of the page that has access to the parent and child shortcuts with which you are working.

2. On the Shortcuts page, select the Organization radio button from the View menu.

3. From the Show Organization menu, select the Selected and parents radio button.

4. In the Search field, enter the name of the parent shortcut and click Enter.

5. Click the star icon next to the parent shortcut to put a checkmark beside it.

6. Clear the Search field.

7. In your spreadsheet of child shortcut names, sort the list of child shortcut names alphabetically. Ensure that the shortcut list in nVoq.Administrator is also sorted alphabetically by shortcut name.

8. Scroll down the list of shortcuts in nVoq.Administrator and click the star icon next to each child shortcut to put a checkmark beside it.

9. Repeat steps 7-8 for all of the child shortcuts.

10. When the parent and all child shortcuts are selected in the list, click the up/down arrows icon in the blue bar and select Download Shortcuts.

11. On the Download window, choose Selected Shortcuts, then click the Download button. 

12. A CSV file will download that includes only the selected shortcuts, which should be the parent shortcut and all of its children.

Step 3: Upload Parent and Child Shortcuts to Destination Account or Organization

1. Use the CSV file to upload the parent and child shortcuts to another organization or account. See Upload Shortcuts.
2.  Test the parent shortcut to make sure that all of the child shortcuts are working as expected.

Step 4: Remove Parent and Child Shortcuts from the Original Account/Organization (OPTIONAL)

IF you need to remove the parent and child shortcuts from the original organization or account, you can do this by deleting them or by disabling them. If you think they may have to be moved back to the original location at some point OR if you aren't certain, it's best to disable instead of delete. If you don't need to delete or disable (and really just wanted a copy of the shortcut in a new location), don't worry about this step.