Custom Buttons

Introduction

Custom Buttons can be added to entity views such as documents, requests, organizations and assets in Hornbill, they can be configured to allow one of three options

Open URL
Invoke a specific iBridge Operation (deprecated - please use Auto Tasks)
Run an Auto Task Process

Custom Buttons can be personalised with descriptions, icons, tooltips, and optionally be set to only display on views if configurable conditions are met.

Configuring Custom Buttons

Roles

Form Designer

A user will need this role to be able to configure and manage custom buttons.

Admin Role

A user will need this role to be able to link an iBridge Operation to a Custom Button (not needed for Auto Task Processes)

Business Process Manager

A user will need this role to be able to link an Auto Task Process to a Custom Button

Creating a Custom Button

Click on the Cog Icon to add a new custom button

Label

Provide a label for the new custom button

Icon

Optional choose an icon to represent and sit alongside the custom button label on the entity form

Colour

Choose a background colour for the custom button

Tooltip

Optionally provide a more detailed explanation for the purpose of the custom button. This will be displayed when a user hovers over the custom button

Conditions

By default the custom button will appear on all forms used by the entity - i.e all Request type forms, all asset type forms. However if you use the Conditions option you can configure the conditions which must be met in order for the custom button to be visible to users when viewing the relevant entity form.

The available conditions will be relevant to the entity against which you are adding the custom button

Condition Values

Service Manager

Request Entity

Request Status: values need to entered in the following format: status.new, status.open, status.closed etc
Request Type: Values need to be entered in lower case so incident instead of Incident for example

Custom Button Actions

Each custom button can be configured to be one of the following:

Open URL
Invoke a specific iBridge operation
Run an Auto Task process

Open URL

Add a URL which you wish to launch from the custom button.

Include variables from the entity in the URL.

Invoke iBridge

Deprecated - Please use Auto Tasks. Whilst existing iBridge configurations will continue to work, we would encourage the use of the Auto Task option for invoking single or multiple iBridge operations.

Clicking on the iBridge text, will switch the custom button from the standard Open URL and will allow for the invoking of an iBridge Method when the custom Button is selected by a user.

You will need the MANAGEKEYSAFE in group C in order to configure iBridge methods

You will need an iBridge subscription to utilise Premium iBridge methods

Click Method to display the list of available iBridge Methods

Choose the cloud service you wish to call
Drill down into the method you wish to use

If required select the Keysafefrom the drop down list for the chosen method, the Keysafe credentials which will be used when the custom button is used and the iBridge Method is invoked. If none have been configured you can follow the link to set these up before proceeding further.
Complete the Context input values for the chosen method

Optionally inject variables from the entity into the input values for the chosen method

Response

Tick if you wish the user to be presented with a pop-up and response from the service you have integrated with once the custom button is clicked
Tick if you would like a post to be written to the entity timeline when the custom button is clicked

Configure the text which will be displayed in the message and optionally include any output values from the integration with the 3rd party service and chosen method.

Auto Task

A Custom Button Administrator will also need the Business Process Manager role, in order to be able to link an Auto Task Process to a Custom Button
Select the Auto Task Process which you wish to be invoked and executed when the custom button is selected