HaloPSA | Custom Tabs + Custom Buttons
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- Опубликовано: 9 фев 2025
- In this video I dangle a carrot on how you could potentially leverage custom tabs and Hudu KB Articles. We also discuss how else to utilise the custom tabs and buttons inside of HaloPSA.
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EDIT : If you are wanting to restrict custom fields on custom tabs at a 'Customer/User' level you will need to add Field Restrictions in Roles.
Screen Layout profiles are not the correct way to handle this and should be used for ease of use/views rather than permission restricting - Thanks Connor
good to know
1-You're saying the knowledge base is more for customers than for internal use-dang, that's a bit disappointing, but it's good to know as I'm about to dive into that module.
2-One thing that's unclear about your example of a custom table is how it links to Hudu. Is it linking to a specific article or the entire portal?
3-It's interesting that you're showing a basic example of a custom button to open a URL based on a Custom Field. It's a great reference for how to combine different elements. It makes me wonder, though-are there more use cases for custom buttons beyond just opening URLs?
Can you restrict views of custom buttons?
Did I inspire you for this? 😂
You certainly inspired the custom button part :D! (#Pain!)