Using snippets

Updated in 8.4

Snippets are blocks of re-usable text, which allow you to avoid repetitive typing the same content. For example, you can insert snippets in your signature, standard replies and troubleshooting recipes, most frequent activities and descriptions.

There are two types of snippets in Alloy Navigator:

  • Shared snippets - available for multiple technicians, created by the Alloy Navigator administrator in the Settings App.

  • Personal snippets - available only for you, created by you in the Desktop App or the Web App.

Choose your task and see detailed instructions:

NOTE: To be able to use shared snippets or manage personal snippets, you must have the corresponding security permission, which is granted by the Alloy Navigator administrator.

Snippets dialog box

You use the Snippets dialog box to insert a snippet into a text field, to create or modify a personal snippet, and to change the snippet category. To access the Snippets dialog box, select Tools > Snippets from the main menu or press F4 in a text field.

Snippet Categories pane (on the left side of the dialog box) - displays snippet categories. Use the grip bar to resize, hide, or show that pane.

The Module menu above the categories pane includes the following buttons:

New - brings up the New Personal Category window, where you can create a new personal snippet category.

More > Edit / Delete - allows you to rename or delete the selected personal snippet category (appears only when a personal category is selected). For details, see Managing personal snippet categories.

The categories tree contains the following categories:

Recent - includes the snippets that you have inserted recently (both shared and personal).

All - includes all snippets, both shared and personal.

Shared - contains all categories of shared snippets.

Personal - contains all categories of your personal snippets.

Workspace pane (on the upper-right of the dialog box) - lists all snippets in the selected category.

The Module menu above the pane includes the following buttons:

New - brings up the Snippet dialog box, where you can create a new personal snippet. For details, see Creating personal snippets.

Edit - allows you to change the selected personal snippet. For details, see Creating personal snippets.

Delete - allows you delete the selected personal snippet. For details, see Creating personal snippets.

Filter box - a standard filter box to navigate directly to the snippet you need. Type your text, and the grid will show only those snippets that contain the entered text.

Content pane (on the lower-right of the dialog box) - shows the text of the selected snippet.

Insert Snippet - inserts the selected snippet into a text field.