Request Custom Menu
You can create custom actions using HTML or Script file to perform a custom action on requests.
To create a request custom menu:
1. Go to Admin>>Helpdesk Customizer>>Request Custom Menu.
2. Click Add New Menu.
3. Provide Menu Name and Description.
4. Associate roles:
Choose All Roles to associate the custom menu with all roles.
Choose Select Roles to then add one or more roles using the combo box.
5. Associate Templates:
Choose All Templates to associate the custom menu with all templates.
Choose Select Templates to then add one or more templates using the multi-select box.
6. Add an action: You add an action to be performed using the custom menu either using an HTML file or a Script file.
7. Finally, click Save.
The custom menu will appear in the request details page under Custom Actions dropdown depending on the selected roles and/or templates.
You can enable or disable a custom menu by clicking the green checkmark against the preferred custom under Admin>>Helpdesk Customizer>>Request Custom Menu.
A typical custom menu creation form:
View, edit, disable, or delete custom menus
You can view all custom menus under Admin>>Helpdesk Customizer>>Request Custom Menu.
To view the details of a custom menu, click the menu name.
To edit a custom menu, click the menu name (or the edit icon) and make necessary changes then click Save.
To disable a custom menu, click the green checkmark against the menu.
To delete a custom menu, click the delete icon against the custom menu.
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