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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Комментарии • 6

  • @RenadaSolutions
    @RenadaSolutions  9 месяцев назад +2

    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

    • @Tlogos47
      @Tlogos47 13 дней назад

      good to know

  • @Tlogos47
    @Tlogos47 13 дней назад

    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?

  • @sim-oce
    @sim-oce 6 месяцев назад

    Can you restrict views of custom buttons?

  • @olivierflash17
    @olivierflash17 9 месяцев назад

    Did I inspire you for this? 😂

    • @RenadaSolutions
      @RenadaSolutions  9 месяцев назад

      You certainly inspired the custom button part :D! (#Pain!)