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"NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px; } blockquote blockquote { border-color: #00bcd4; color: #00bcd4; } blockquote blockquote blockquote { border-color: #43a047; color: #43a047; } table.grid { border-collapse: collapse; } table.grid td, table.grid th { border: 1px solid #ddd; } .fr-fic.fr-dib { display: block; margin: 5px auto; } .fr-fic.fr-dib.fr-fir { text-align: right; margin: 5px 0 5px auto; } .fr-fic.fr-dib.fr-fil { text-align: left; margin: 5px auto 5px 0; } .fr-fic.fr-dii { float: none; margin: 5px auto; } .fr-fic.fr-dii.fr-fil { float: left; margin: 5px auto; } .fr-fic.fr-dii.fr-fir { float: right; margin: 5px auto; } img.fr-dib.fr-fir { margin-right: 0; text-align: right; } img.fr-dib.fr-fil { margin-left: 0; text-align: left; } img.fr-dib { margin: 5px auto; display: block; float: none; } img.fr-bordered { 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#43a047; color: #43a047; } table.grid { border-collapse: collapse; } table.grid td, table.grid th { border: 1px solid #ddd; } .fr-fic.fr-dib { display: block; margin: 5px auto; } .fr-fic.fr-dib.fr-fir { text-align: right; margin: 5px 0 5px auto; } .fr-fic.fr-dib.fr-fil { text-align: left; margin: 5px auto 5px 0; } .fr-fic.fr-dii { float: none; margin: 5px auto; } .fr-fic.fr-dii.fr-fil { float: left; margin: 5px auto; } .fr-fic.fr-dii.fr-fir { float: right; margin: 5px auto; } img.fr-dib.fr-fir { margin-right: 0; text-align: right; } img.fr-dib.fr-fil { margin-left: 0; text-align: left; } img.fr-dib { margin: 5px auto; display: block; float: none; } img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC; } img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc; } img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box; } </style><style> p { margin: 0; } span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px; } blockquote blockquote { border-color: #00bcd4; color: #00bcd4; } blockquote blockquote blockquote { border-color: #43a047; color: #43a047; } table.grid { border-collapse: collapse; } table.grid td, table.grid th { border: 1px solid #ddd; } .fr-fic.fr-dib { display: block; margin: 5px auto; } .fr-fic.fr-dib.fr-fir { text-align: right; margin: 5px 0 5px auto; } .fr-fic.fr-dib.fr-fil { text-align: left; margin: 5px auto 5px 0; } .fr-fic.fr-dii { float: none; margin: 5px auto; } .fr-fic.fr-dii.fr-fil { float: left; margin: 5px auto; } .fr-fic.fr-dii.fr-fir { float: right; margin: 5px auto; } img.fr-dib.fr-fir { margin-right: 0; text-align: right; } img.fr-dib.fr-fil { margin-left: 0; text-align: left; } img.fr-dib { margin: 5px auto; display: block; float: none; } img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC; } img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc; } img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box; } </style><p><strong>In this guide we will cover:</strong></p><p><strong>- What are Custom Tabs?</strong></p><p><strong>- Creating a Custom Tab</strong></p><p><strong>- Adding a Custom Tab to a Ticket Type</strong></p><p><strong>- Adding a Custom Tab to an Asset Type</strong></p><p><strong>- Adding a Custom Tab to an Action</strong></p><p><strong>- Adding Custom Tabs to the Navigation Menu</strong></p><p><strong>- Other Uses tab</strong></p><p><br></p><p><strong>Admin Guides:</strong></p><ul><li style="font-weight: bold;"><strong><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/1437/" id="isPasted" target="_blank" rel="noopener noreferrer">Custom Tabs</a></strong><strong><br></strong></li></ul><p><br></p><p><br></p><p>This video by Connor from Renada goes over the use case of using custom buttons and tabs.</p><p><br></p><p><iframe width="560" height="315" src="https://www.youtube.com/embed/2hiv9d-wpKc?si=43HklIEPezTPxDKJ" title="YouTube video player" frameborder="0" allowfullscreen=""><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" 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style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span><span class="fr-mk" style="display: none;">&nbsp;</span></iframe></p><p><br></p><p><strong><span style="font-size: 14pt;">What are Custom Tabs?</span></strong></p><p>Custom Tabs are a means of displaying custom fields, Iframes or dashboards within a new tab under an entity (such as a customer or ticket). For example, you may want a dedicated tab for housing all the contact details for a user, such as all their available numbers, extensions and preferred form of contact. Iframe tabs are useful for embedding information or portals from other tools into selected Halo entities. Dashboard tabs are useful for displaying metrics about an entity, for example a tab containing a dashboard showing the metrics for a project, this dashboard can then be viewed by agents within the project ticket under it&#39;s own tab.&nbsp;</p><p><br></p><p>We have a dedicated guide on custom tabs for dashboards <a href="https://usehalo.com/haloitsm/guides/2264/" target="_blank" rel="noopener noreferrer">here</a>.&nbsp;</p><p><br></p><p><strong><span style="font-size: 14pt;">Creating a Custom Tab</span></strong></p><p>In Configuration &gt; Custom Objects &gt; Custom Tabs, you will see a list of existing tabs. Ensure the entity is set to what you want to create the tab for, then click new. In this example, we will go through the most common use case: making a ticket tab, and then showing how to add this tab to the ticket type.</p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMyMDRiNmQ3LWU2MTYtNGNlMS1hNjhiLWU4YTNhMjY5Yjk3NCJ9.wL_Au9t6GL6zQ5UOAylMOyXur6fDHaFnAGYgMpHyUQs" width="1221" height="97" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; width: 1223px; height: 96.8012px; max-width: none !important;" id="isPasted" class="fr-fil fr-dib"></p><p><strong><span style="font-size: 10pt;">Fig 1. Selecting a tab entity</span></strong></p><p><br></p><p>A screen will show to configure the new tab. Choose the name, sequence (order it will appear in relative to other tabs once added to the entity), and the &quot;Type&quot;. The Type will determine what information can be stored in this custom tab, Fields, an Iframe or a Dashboard.</p><p><br></p><p>When creating a custom tab to hold custom fields simply choose how many columns of fields the tab should use, then save. Fields are set to show under this tab against the field themselves.&nbsp;</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjJkOTg5Y2ZkLThkNjEtNGVkNi1hNjQ5LWI2YTRiZTNhM2IyOSJ9.UJ0PNbTqwp6bwIAQch96U7ts3ydgp_OrXac7N0VmaO4" class="fr-fic fr-fil fr-dib" width="1108" style="width: 1110px; height: 477.411px;" height="477"><strong><span style="font-size: 10pt;">Fig 2. Creating a Custom Tab</span></strong></p><p><br></p><p><span style="font-size: 11pt;">When creating a custom tab to show an Iframe, set the Type of the tab to be Iframe then enter the URL to embed. &nbsp;</span></p><p><span style="font-size: 11pt;"><br></span></p><p><strong><span style="font-size: 12pt;">Set which Fields show under a Custom Tab&nbsp;</span></strong></p><p>When creating a custom field you can choose if/which custom tab it is displayed within using the &quot;Tab&quot; field. The field will display under the tab chosen here. For a refresher on how to create custom fields check out the &quot;<a href="https://usehalo.com/haloitsm/guides/1938" target="_blank" rel="noopener noreferrer"><strong>Custom Fields</strong></a>&quot; guide.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQyYjVjNmViLTY3ZTEtNDljNi1iZGU1LTUyMjg0OGJjMjlmOSJ9.dVU7IaJTxVIHYJECs7NFNtbjLnCT9cjcIfwlBfstlV0" class="fr-fic fr-fil fr-dib" width="1559" style="width: 1561px; height: 727.786px;" height="728"></p><p><strong><span style="font-size: 10pt;">Fig 3. Adding a custom field to the Custom Tab</span></strong></p><p><br></p><p><strong><span style="font-size: 11pt;">Note: You will only be able to assign custom fields to a custom tab of the same entity, for example, only user custom fields can be assigned to user custom tabs.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Adding a Custom Tab to a Ticket Type</span></strong></p><p><strong><span style="font-size: 12pt;">Adding Custom Tabs of type &quot;</span></strong><span style="font-size: 12pt;"><strong>Fields&quot;</strong></span></p><p><span style="font-size: 11pt;">To have a custom tab that is used to store custom fields show under a ticket type, just ensure and fields that are assigned to this tab are in the field list of the ticket type.&nbsp;</span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjJjNmE5NmYwLTY0NDktNDQzYy04ZDk3LWI0YWUzMTk0OTUzOSJ9.lRCm_ZbeLvz_BGHddEA3MGgraktP-tcp5YyuGETuioU" class="fr-fic fr-fil fr-dib" width="1627" style="width: 1629px; height: 767.638px;" height="768"></span></p><p><strong><span style="font-size: 10pt;">Fig 4. Custom Field in a Ticket Type&#39;s field list</span></strong></p><p><br></p><p data-pasted="true">Now, when viewing a ticket of that type, the custom tab will show, containing the field(s) assigned to the tab that are also in the field list for the ticket type.&nbsp;</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI2NzA5MzI1LTU5ZDctNGI3OC05Yjg0LTZkZjM0OTRjMWJjNiJ9.V5acsN7CP5HYya_Lj9hVDTVCjnipB4athiu9C1CScw8" class="fr-fic fr-fil fr-dib" width="1460" style="width: 1462px; height: 516.208px;" height="516"></p><p><strong><span style="font-size: 10pt;">Fig 5. Custom tab and custom field on a ticket</span></strong></p><p><br></p><p><strong><span style="font-size: 10pt;">Note: The tab will not appear if no fields contained within it are added to the ticket type field list.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Adding Custom Tabs of type &quot;Iframe&quot; or &quot;Dashboard&quot;</span></strong></p><p>Unlike other entities, additional steps must be taken to have ticket Iframe/Dashboard custom tabs show. After the tab has been created you will need to set which ticket types the tab shows under, allowing you to create ticket type specific tabs.&nbsp;</p><p><br></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Poppins, sans-serif, Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" data-pasted="true">To do this head to Configuration &gt; Tickets &gt; Ticket Types &gt; select a ticket type you would like the tab on &gt; Allowed Values &gt; Custom Tabs section.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Poppins, sans-serif, Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br style="box-sizing: inherit;"></p><p data-pasted="true">Here you have the option to &#39;Allow all Custom Tabs&#39;, if enabled will show all the custom tabs you have created for tickets. If you do not allow all custom tabs, you can add the allowed tabs into the table below, only tabs in this table will appear on this ticket type.&nbsp;</p><p><br></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Poppins, sans-serif, Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQyMmE1ODk5LWI3MmQtNDViNy1iM2ViLWI2ZjIwMzVlNjgyNiJ9.CwjJB6LwIWbd9jzn7HYgJ-ayf8xcp_TlYUZS0rhUQPU" width="1124" height="328" class="fr-fil fr-dib" style="width: 1126px; height: 327.867px;"></p><p data-pasted="true" style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: Poppins, sans-serif, Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><strong><span style="font-size: 10pt;">Fig 6. Allowed custom tabs against a ticket type</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Adding a Custom Tab to an Asset Type</span></strong></p><p>The setup required to have a custom tab display for assets will differ depending on the type of the custom tab. For custom tabs of type &quot;Fields&quot; setup will also differ depending on if asset fields or custom fields for assets are assigned to the tab.&nbsp;</p><p><br></p><p data-pasted="true"><strong><span style="font-size: 12pt;">Adding Custom Tabs of type &quot;Fields&quot;</span></strong></p><p>A custom tab will display for an asset if any fields that are set to show for that asset type are assigned to the tab. For example, if the field &#39;Date Purchased&#39; is set to show on the asset type &quot;Laptop&quot;, and the field is assigned to a custom tab, the custom tab will show for all assets with the type &quot;Laptop&quot;.</p><p><br></p><p>The way in which fields for assets are assigned to a custom tab will differ depending on if the field is an asset field or a custom field for assets. If you are not familiar with the difference and uses of these two types of field please read our guide <a href="https://usehalo.com/haloitsm/guides/1785" target="_blank" rel="noopener noreferrer" data-pasted="true">here</a>.&nbsp;</p><p><br></p><p>To assign a custom field for assets to a custom tab, simply select the tab the field should be displayed under when editing the custom field.&nbsp;</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk5ZTQyNGM1LTBiMTAtNDVjYi05ZDQ3LTgxMmE3NGM2ZGQ3MSJ9.7K9QYOZanmVwy2ChU7xsyl_q8qu7n5GinHCXUwFuh7w" class="fr-fic fr-fil fr-dib" width="1476" style="width: 1478px; height: 865.429px;" height="865"></p><p><strong><span style="font-size: 10pt;">Fig 7. Custom field for assets assigned to the &quot;Lifecycle Details&quot; tab</span></strong></p><p><br></p><p>Now, this field will be displayed under this tab for all assets.&nbsp;</p><p><br></p><p>To assign an asset field to a custom tab, head to Configuration &gt; Asset Management &gt; Asset Types &gt; select a Type &gt; Field List tab &gt; edit a field. When editing the field here, use the &quot;Tab&quot; field to choose the tab to assign the field to.&nbsp;</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc0NTg4MTI5LTg1ZWQtNGFkZS05NDQ3LWZiOWQyNWVhMDkwMSJ9.NsEJE0PreP5JVBP2NRFAP2kWBs-0hCCp1LPBrmCsFTM" class="fr-fic fr-fil fr-dib" width="540" style="width: 542px; height: 804.579px;" height="805"></p><p><strong><span style="font-size: 10pt;">Fig 8. Assign asset field to the &quot;Lifecycle Details&quot; tab</span></strong></p><p><br></p><p>As the field is being assigned to a tab within the field list of an asset type, this will only apply to assets of this type. That is, the &quot;Date Purchased&quot; field will only appear under the &quot;lifecycle Details&quot; tab when viewing assets of this type. When viewing this field on other asset types, it may appear elsewhere (depending on the asset type configuration).&nbsp;</p><p><br></p><p data-pasted="true"><strong><span style="font-size: 12pt;">Adding Custom Tabs of type &quot;Iframe&quot; or &quot;Dashboard&quot;</span></strong></p><p>Once a custom tab of type &quot;Iframe&quot; or &quot;Dashboard&quot; is created this will appear on all assets, of all types automatically. However, you can hide this tab for chosen asset types, useful when a dashboard is only relevant to assets of a particular type, for example.&nbsp;</p><p><br></p><p>To do this head to Configuration &gt; Asset Management &gt; Asset Types &gt; select a Type &gt; Layout tab &gt; change the &quot;Tab Layout&quot; field to &quot;Custom&quot;. Now you will see a list of all the tabs currently set to be visible for this asset type, including any custom tabs. To hide the custom tab, edit this from the list and set the &quot;Display&quot; to be &quot;Hide&quot;.&nbsp;</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjljYzQ5NzcyLWQ1ODEtNGJmNy05ZjU0LWIzNTQ5ZjFiMTVhMiJ9.eGJaAtmzWFVmamT-8P7WjSOPEJaLCieLckGInEcDhLU" class="fr-fic fr-fil fr-dib" width="1664" style="width: 1666px; height: 676.156px;" height="676"></p><p><strong><span style="font-size: 10pt;">Fig 9. Edit the Custom tab view against an asset type</span></strong></p><p><br></p><p>Now, using the Figure 9 example, the custom tab &quot;Utilization Dashboard&quot; will not show on assets that have the type &quot;Monitor&quot;.&nbsp;</p><p><br></p><p><strong><span style="font-size: 14pt;">Adding a Custom Tab to an Action</span></strong></p><p>Action custom tabs are used to organise where action fields show when editing an action. Action custom tabs will show within any action containing a field that is assigned to this custom tab.&nbsp;</p><p><br></p><p>To assign an action custom field to a custom tab head to Configuration &gt; Custom Objects &gt; Custom Fields &gt; change entity to Action &gt; select a field &gt; use the &quot;Tab&quot; field to assign the field to a tab.&nbsp;</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQxYjZkZTgyLWI5NjctNDczNi05YmIxLTJmYWQ2ZDg2YjM2YyJ9.KwSJc5-bGISqgCHPMOGwkxqMjHl5YfD8rA3d63Vq6rE" class="fr-fic fr-fil fr-dib" width="1420" style="width: 1422px; height: 811.552px;" height="812"></p><p><strong><span style="font-size: 10pt;">Fig 10. Action field assigned to action custom tab</span></strong></p><p><br></p><p>Now, when this field is used on an action, it will still appear alongside all the other fields for the action when the action is being logged.&nbsp;</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImYwMDczMTQyLTk4MDgtNDA5My04M2Q1LWJmYmZlMWJjMWUwOSJ9.p5mXJHAbeHX73LpFJ11Npd7TD1JYIxPA8n1LCb0KgHM" class="fr-fic fr-fil fr-dib" width="1397" style="width: 1399px; height: 439.221px;" height="439"></p><p><strong><span style="font-size: 10pt;">Fig 11. Action custom field when action is being logged</span></strong></p><p><br></p><p>After the action is logged, when editing the tab will be visible, any action fields assigned to the tab will appear here.&nbsp;</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ3MmFiOTE5LTRhYmMtNGRmZS05YmYyLWJlYTA0YTcwNDA3NSJ9.E4D1egj9_zN-ozhuQa1p1bsoN4PaGPnDxD9d5yIqraQ" class="fr-fic fr-fil fr-dib" width="1013" style="width: 1015px; height: 324.834px;" height="325"></p><p><strong><span style="font-size: 10pt;">Fig 12. Action Custom Tab in use</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Adding a Custom Tabs to the Navigation Menu</span></strong></p><p><span style="font-size: 11pt;">Custom tabs can be created for the &quot;Navigation Menu&quot; entity to add a module to the navigation menu that when clicked opens a specified link. Useful when you would like a shortcut in Halo to take you to another tool.&nbsp;</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">When creating a custom tab for the navigation menu you will will need to enter the URL that should be opened when this new module is opened.&nbsp;</span></p><p><strong><span style="font-size: 10pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ1YzZkYmVjLTQ4NDMtNDViMy05ODFmLTk1NDZjNjg1ZDI2NyJ9.EkIx9kKoqI8Zb0xVJu0OPAh-aVb5wWnhhy35ULdzVgI" class="fr-fic fr-fil fr-dib" width="1768" style="width: 1770px; height: 449.689px;" height="450"></span></strong></p><p><strong><span style="font-size: 10pt;">Fig 13. New Custom Tab for Navigation Menu</span></strong></p><p><strong><br></strong></p><p><span style="font-size: 11pt;">Once saved you will need to make this visible in your navigation menu(s). Head to Configuration &gt; Advanced Settings &gt; Screen Layout Profiles &gt; change entity to Navigation Menu &gt; select the navigation menu you would like this tab (module) to appear on.&nbsp;</span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImMyZWY2ZWM0LWY5N2ItNDQwMS1iYmM4LTA0ZmExM2U5OTdhOCJ9.DKfubqdAeZlrD4Hj3UlRyfQ7g3tUcvR-UDyg7GE7eRU" class="fr-fic fr-fil fr-dib" width="1789" style="width: 1791px; height: 885.879px;" height="886"></p><p><strong><span style="font-size: 10pt;">Fig 13. Set Custom Tab for Navigation menu to be visible</span></strong></p><p><br></p><p>Now, the tab will be created as a module in this navigation menu.&nbsp;</p><p><br></p><p><strong><em>Note: Multiple navigation menus can be created to allow different agents to have different navigation menu options. For information on creating and assigning navigation menus checkout our guide <a href="https://usehalo.com/haloitsm/guides/2521" target="_blank" rel="noopener noreferrer">here</a>.</em></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Other Uses</span></strong></p><p>You will find an &quot;Other Uses&quot; tab in your Custom Tab setup. In this tab, you can quickly view which Ticket Types the Custom Tab has been added to for quick reference, with embedded links to go straight to that area &gt; Button layout tab. Here, find the tab you just created and edit it to set the visibility.&nbsp;</p><p><br></p><p><strong><em>Note: This tab will only appear upon saving after configuring the action.<br></em></strong></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRhOTYxMjcwLTJmMmItNGY5Yi1hYTU0LWFjNzgyZTZhNGIzNiJ9.6iin-T6m_d5UojY6pn2qSHZBJh-7YMgN4Fnwu4es7I4" class="fr-fic fr-fil fr-dib" width="355" height="426"></p><p><strong><span style="font-size: 10pt;">Fig 14. Other Uses</span></strong></p>
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