<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>- Creating a Custom URL Navigation Button</strong></p><p><strong>- Setting the Button</strong></p><p><strong>- Opening in a New Tab</strong></p><p><br></p><p><br></p><p>Within Halo, you can use custom tabs with external websites attached, that can be stored in the main navigation menu on the left hand side of your Halo screen.</p><p><br></p><p><strong><span style="font-size: 14pt;">Creating a Custom URL Navigation Button</span></strong></p><p>Custom Buttons can be added from the Custom Tab configuration area, when the "Navigation Bar" entity is selected.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjYyMGZhZmY4LWJlYjEtNDYyNi1iNzJjLTM0MDEyMGRhOWIzNyJ9.pKujUtSXXYOdlci-Gc_rMakTcUWIXHiXs6yLDNhkt8M" class="fr-fic fr-fil fr-dib" width="356" height="292"></p><p><strong><span style="font-size: 10pt;">Fig 1. Custom tab configuration area > change entity to Navigation Menu.</span></strong></p><p><br></p><p>We can then create a new tab and attach a URL to it in order to use this custom navigation button functionality.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQyNGY2ZDUyLTE0MWQtNDcyMS1hOTEyLTAwM2UxZTYxOGUyMSJ9.PXTdWYEQg3nS5JS0Z4AGWSH9qx8OH3g91QQ2QmFWFNs" class="fr-fic fr-fil fr-dib" width="525" height="364"></p><p><strong><span style="font-size: 10pt;">Fig 2. New tab setup.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Setting the Button</span></strong></p><p>After adding a new Custom Tab, you can decide where to show the Button on custom navigation menus in the Screen Layout profile configuration. First navigate to the Configuration > Advanced Settings, and then down to the button called "Screen Layout Profiles".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjAyMzk4YWQxLWE5YmItNDdmNy1iNTZmLWU5NmRmZWNlNWViNyJ9.JTMkzSEEGFL4tIspD3pXc_tHWUULp6PwYOpSj3v-6MM" class="fr-fic fr-fil fr-dib" width="362" height="266"></p><p><strong><span style="font-size: 10pt;">Fig 3. Screen Layout Profiles button.<br></span></strong></p><p><br></p><p>Then from here choose the entity type "Navigation Menu", create a new layout, or edit your current one. Make sure to change the button layout to "Custom" in order to make the navigation menu customisable.</p><p><br></p><p>Scrolling down the list you will find your Custom Tab, from here you can set it to show in the list and decide the order it will appear in the list. You can move it around by hovering until you see the dots on the left of the bar, then drag and drop it.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMzODJhNTk0LWVkNzYtNGU2YS04ZjBjLWI2MWI2YjAyOWRlMyJ9.esnDnL-cllFspF6A4ZsyLvf0Vae1ObBqJ5lbwBMo_qU" class="fr-fic fr-fil fr-dib" width="507" height="792"></p><p><strong><span style="font-size: 10pt;">Fig 4. Configure navigation menu.</span></strong></p><p><br></p><p>We can then choose which Layout to use from within Advanced Settings.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImViOWQzZGY3LTE3YmYtNDI5ZC04YTc2LTFjZDQ5YjU5ODdmYyJ9.LliD1MkWrhqyLtW2bi-OgsBGv5Kdhegdf0dPyE7Yy8I" class="fr-fic fr-fil fr-dib" width="436" height="514"></p><p><strong><span style="font-size: 10pt;">Fig 5. Set global default navigation menu.</span></strong></p><p><br></p><p><strong><em>Note: This can also be set per agent .</em></strong></p><p><br></p><p>In this example, this will show a HaloPSA Academy button.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY5MDBjZDMzLWNjMGYtNDMwNy05ZjM4LTk3Yjk1MjE4NGRmNyJ9.32Dkokq1_1eepFztoU2CBUl_J1Caw4yormuckfFHzRc" class="fr-fic fr-fil fr-dib" width="852" height="309"></p><p><strong><span style="font-size: 10pt;">Fig 6. HaloPSA Academy button example</span></strong></p><p><br></p><p>The Icon is configurable when creating the Custom Button, in this example the "check-circle-o" was chosen.</p><p><br></p><p><strong><span style="font-size: 14pt;">Opening in a New Tab</span></strong></p><p>Right click on the button to display the option to open on a new tab, this will stop you from losing your Halo tab:</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJmOTNmZGZhLTAxNGMtNDRhZS05ZDNiLTllMjI5ZjQyOWQ2MiJ9.rQULJ3ck_d69maWqm222Vg9gLrZFy1-XsPx7DbHcV6k" class="fr-fic fr-fil fr-dib" width="255" height="90"></p><p><strong><span style="font-size: 10pt;">Fig 7. Right click on area to open link in a new tab</span></strong></p><p><br></p><p>You can also open these links in a new tab automatically by enabling the "Open in a new tab" checkbox when creating the navigation menu link. </p><p><br></p><p><strong><em>Note: If enabled, you will not be able to open the link in the same tab you are in, unlike when it is disabled and you can do both with the right click.</em></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjgzZDZhZTQ5LWM3OTItNDEyNC04ZDY0LTA0ZTY4ODdkMjg3OCJ9.jieLsWfA6TJNF1l0j-OFs8lJg_gHUmr99SSgG8uX-ps" class="fr-fic fr-fil fr-dib" width="188" height="277"></p><p><strong><span style="font-size: 10pt;">Fig 8. Configuring link to open in a new tab.</span></strong></p><p><br></p>
