HaloITSM

HaloITSM Guides

Documentation to assist with the setup and configuration of the HaloITSM platform

Guides > Navigation Buttons that Link to a Custom URL

Navigation Buttons that Link to a Custom URL

In this lesson we will cover:

- How to create navigation buttons that link to a Custom URL


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.


Custom Buttons can be added from the Custom Tab configuration area, when the Navigation Bar entity is selected:

Fig 1. Custom tab configuration area > change entity to navigation menu


We can then create a new tab and attach a URL to it in order to use this custom navigation button functionality:

Fig 2. New tab setup


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 advanced settings area and then down to the button called "Screen Layout Profiles" (COnfiguration > Advanced Settings > *Scroll down to "Screen Layout Profiles"*):

Fig 3. Screen layout profiles


Then from here choose the entity type "Navigation Menu", create a new layout, or edit your current one. When editing the menu make sure to change the button layout to "Custom" in order to make the navigation menu customisable. 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:

Fig 4. Configure navigation menu


We can then choose which Layout to use from within Advanced Settings:

Fig 5. Set global default navigation menu


Note: This can also be set per agent 


In this example, this will show a HaloPSA Academy button like so:

Fig 6. HaloPSA Academy button example


The Icon is configurable when creating the Custom Button, in this example the "check-circle-o" was chosen. Right click on the button to display the option to open on a new tab, this will stop you from losing your Halo tab:

Fig 7. Right click on area to open link in a new tab

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