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.