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.
Related Articles
Request Custom Functions
Request custom functions can be used in business rules, request custom triggers, request life cycle, and request timer actions. Using custom functions, you can perform automated actions on requests, other modules, and external applications. Go to the ...Custom Views
You can use custom views to display requests based on certain criteria. Manage Custom Views Manage your views by providing a consolidated view of all your public and private views. To access Manage Views, Navigate to the request list view page. Go to ...Custom trigger - FAQs
1. When does the $COMPLETE_V3_JSON_FILE file get created? Does it happen always? I can’t find it in the SCP MSP_Home\integration\custom_scripts\request\ folder. Yes, a file is created each time $COMPLETE_V3_JSON_FILE is passed as an argument to the ...Custom Modules: Custom Configurations
Custom configurations allow you to create admin entities that can be referred to in other modules. Custom configurations work similarly to other admin entities such as status, priority, and impact that can be referred to in the request module. The ...Request Kanban View
Kanban view displays requests as organized boards. You can group requests based on priority, status, or support rep assigned to the request. Detailed information about support rep's workload can be viewed at a glance. Kanban boards simplify the ...