Customizing the Organization Administration Panel

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This section shows you how to customize the Organization Administration panel by creating tabbed forms, defining custom tabs, and defining field entries in the Select Objects editor.

Use the following menu options to navigate the SL1 user interface:

  • To view a pop-out list of menu options, click the menu icon ().
  • To view a page containing all of the menu options, click the Advanced menu icon ().

Custom Navigation

You can define a custom tab to include in the Organizational Administration panel for a specific organization. This custom tab can include one or more links. Each link can lead to an internal page in SL1 or to an external URL or URI. For example, you could define a custom tab for your organization that leads to a SharePoint website for your group. Or you could include a custom tab for your organization that leads to a content management page for your enterprise.

The following sections will describe how to define and manage custom navigation for an organization.

Defining Custom Navigation

To define a custom tab for a selected organization:

  1. Go to the page ().
  2. In the page, find the organization where you want to add a custom tab. Click the wrench icon () for that organization.
  3. From the Organizational Summary page (or any page in the Organizational Administration tools), click the Actions menu.
  4. In the Actions menu, select Custom Navigation.
  5. The Custom Navigation modal page appears.
  6. In the Custom Navigation modal page, supply a value in the following fields:
  • Title (Shown on Tab). Enter a name for the tab. This name will appear on a new tab in the Organizational Administration tools for this organization.
  • Limit Access. Users who will be allowed to access the custom tab, based on the type of user account. The choices are:
  • Administrators. Only users with account type "Administrator" are allowed to access this tab.
  • Users. Both users with account type "User" and users with account type "Administrator" are allowed to access this tab.
  • External URL / URI Link. The URL of the page that is displayed when a user clicks the tab. The page can be an internal page in SL1 or an external web page. This field can contain any combination of alphanumeric characters, with a maximum length of 128 characters. Forward slash ( / ), underscore ( _ ), and question mark ( ? ) are allowed.
  1. Click the Save button. The new tab appears in the Organizational Administration panel for the organization. Clicking the tab spawns a new browser page, opened to the URL associated with the tab.

Editing or Deleting Custom Navigation

After you have defined one or more custom tabs in the Organizational Administration panel for an organization, you can return to the Custom Navigation modal page to edit the custom tabs.

To edit a custom tab:

  1. Go to page ().
  2. In the page, find the organization where you want to edit a custom tab. Click the wrench icon () for that organization.
  3. From the Organizational Summary page (or any page in the Organizational Administration tools), click the Actions menu.
  4. In the Actions menu, select Custom Navigation.
  5. The Custom Navigation modal page appears.
  6. Go to the Register pane. Find the custom tab you want to edit. Click its wrench icon ().
  7. The fields in the top pane will be populated with values from the selected custom tab.
  8. You can edit the values in one or more fields. Click the Save button to save your changes to the custom tab.
  9. To delete a custom tab, click its bomb icon ().

Tabbed Forms

Tabbed forms allow you to add a new page to the Organizational Administration panel for all organizations. The new page will have its own tab and can contain one or more custom fields.

The following sections describe how to define, edit, or delete a tabbed form.

Defining a Tabbed Form

To create a new tabbed page for the Organizational Administration panel:

  1. Go to the Application Forms page (System > Customize > Form Fields).
  2. In the Application Forms page, click the Create button.
  3. The Form Create modal page appears.
  4. Supply values in the following fields:
  • GUI Type. Select Tabbed.
  • Form Type. Select Organization.
  • Description. Description of the custom form. This description is not displayed in the form.
  • Create. Click this button to create the new form
  1. In the Application Forms page, click the Reset button to update the page.
  2. In the Tabbed Application Forms pane, find the new tabbed form. Click its wrench icon ().
  3. The Form Creator page appears.
  4. The Form Creator page allows you to define the type and position of fields to include in the new tabbed page and the guide text that will be associated with the new page.
  5. To define or edit a tabbed form, perform the following:
  • Form Name/Description. Contains the description you entered when you created the form in the Form Create modal page. You can edit this value.
  • Tab Label. Enter the text you want to appear on the tab in the Organizational Administration panel.
  • Select the type of field to embed in the page. Double click on the field-type to add it to the pane to the right. The choices are:
  • VarChar32. The field will accept up to 32 alphanumeric characters.
  • VarChar48. The field will accept up to 48 alphanumeric characters.
  • VarChar64. The field will accept up to 64 alphanumeric characters.
  • Float. The field will accept numeric values with decimal points.
  • Drop-Down. The field will be a drop-down list. You can populate the drop-down list in the Select Objects Editor page (System > Customize > Select Objects).
  • Checkbox. The field will be a checkbox.
  • Textbox. The field displays read-only text.
  • Password. Data entered into this field will be represented as asterisks.
  • Phone Number. The field will accept a phone number. Users can include parentheses around the area code, but cannot include spaces.
  • Email Address. The field will accept a fully-qualified email address.
  • Web Address. The field will accept a fully-qualified URL.
  • Date. The field will allow users to select a date.
  • Date & Time. This field allows the user to select a date and time.
  1. Repeat step #9 for each field you want to embed in the new tabbed page.
  2. You can define the following extra parameters for each field you want to embed:
  • Required. The user must provide a value in this field.
  • Not Null. The user most provide a non-null value in this field.
  1. Use the Drag & Drop icon () to order the fields as you want them to appear in the page.
  2. Use the Delete icon () to delete a field.
  3. To restrict which users can edit a field, click the lock icon () for that field. The Key Selection pop-up will appear:
  • In the drop-down list, select an Access Key. To edit the field, a user must be granted the access key that you select.
  • Click the [Save] button to save your changes.
  • Click the [Close] button to close the Key Selection pop-up.
  1. Click the Save button to save the tabbed page.
  2. The new tabbed page now appears in the Organizational Administration panel for every organization.

Editing a Tabbed Form

To edit a form:

  1. Go to the Application Forms page (System > Customize > Form Fields).
  2. In the Application Forms page, find the application form you want to edit. Click its wrench icon ().
  3. The Form Creator page appears.
  4. In the Form Creator page, you can delete, edit, or add fields to the form or change the position of the fields.
  5. In the Form Creator page, click the Save button to save your changes.

Deleting a Tabbed Form

  1. Go to the Application Forms page (System > Customize > Form Fields).
  2. In the Application Forms page, find the tabbed form you want to delete.
  3. Click its bomb icon ().

Navigation Tab

You can define a custom tab to include in the Organizational Administration panel for all organizations (or you can select one or more organizations). This custom tab can include one or more links that would be useful for all organizations. Each link can lead to an internal page in SL1 or to an external URL or URI. For example, you could define a custom tab for your organization that leads to a content management page for your enterprise or to an external control panel.

The following sections describe how to define and manage a navigation tab for one, multiple, or all organizations.

Defining a Navigation Tab

To create a tab in the Organization Administration panel for one, multiple, or all organizations:

  1. Go to theNavigation Tab Editor page (System > Customize > Navigation Tabs).
  2. In the Navigation Tab Editor page, click the Reset button to clear any fields from the Editor pane.
  3. In the Editor pane (at the top of the page), supply a value in each field:
  • Navigation Tab Location. Specifies whether to display the new tab as a top-level tab in SL1 or as part of the Organization Administration panel. Select Entity Page(s).
  • Navigation Tab Title. Tab's label. This is the text that users see on the tab.
  • Link Type. For future use. Select standard.

  • Always Visible. Specifies whether or not users who are not allowed to access the tab are able to view the tab in SL1. Choices are:
  • No. Tab does not appear in the product for users who do not have the appropriate permission keys to access the tab.
  • Yes. Tab always appears in the product and will be visible to users who do not have the appropriate permission keys to access the tab.

  • Display For. Specify the area in SL1 where you want to the tab to appear. Select Organization. The new tab appears in the Organizational Administration panel.
  • Organizations. Select which organizations display the new tab. You can choose to display the new tab in the Organization Administration panel for all organizations, for one organization, or for multiple organizations.
  • To select all organizations, select All Organizations.
  • To select a single organization, highlight it.
  • To select multiple organizations, left-click while holding down the <Shift> key.

  • Access. Specify which users are allowed to access the tab, based on the type of user account. Choices are:
  • Administrators. Only users with account type "administrator" are allowed to access this tab.
  • Users. Both users with account type "user" and users with account type "administrator" are allowed to access this tab.

  • Permission Keys. Select one or more Permission Keys in this field. To access the tab, a regular user must be granted at least one of the selected Permission Keys. Permission Keys define the tabs and pages users have access to and the actions that a user may perform. The SL1 system administrator defines these Permission Keys from the Access Keys page (System > Manage > Access Keys). Administrators always have access to the tab, regardless of the Permission Keys you select in this field.
  • Target. Specifies how the browser will open the URL. Choices are:
  • _blank. The browser opens the URL in a new window.
  • _self. The browser opens the URL in the current window.
  • zoombox. The browser opens the URL in a modal window.
  • iframe. The browser opens the URL in the pane below the header and top-level navigation tabs.
  • URL/Link. Full URL or link for the page that will be displayed in the tab. This field can contain any combination of alphanumeric characters, with a maximum length of 128 characters. Forward-slash ( / ), underscore ( _ ), and question-mark ( ? ) are allowed.
  1. Click the Save button to save the new tab.
  2. The new tab appears in the Tab Registry pane (at the bottom of the page).
  3. The new tab also appears in the Organizational Administration panel for each selected organization. Click the tab to display the specified URL or link.

Editing a Navigation Tab

From the Navigation Tab Editor page, you can edit one or more parameters for a tab. To do this:

  1. Go to the Navigation Tab Editor page (System > Customize > Navigation Tabs).
  2. In the Navigation Tab Editor page, go to the Tab Registry pane (at the bottom of the page). Find the tab you want to edit. Click its wrench icon ().
  3. The fields in the editor pane (at the top of the pane) are populated with values from the selected tab. You can edit the values in one or more fields:
  4. Click the Save button to save your changes to the tab.

Deleting a Navigation Tab

In the Navigation Tab Editor page, you can delete a custom tab. To do this:

  1. Go to the Navigation Tab Editor page (System > Customize > Navigation Tabs).

  1. In the Navigation Tab Editor page, go to the Tab Registry pane (at the bottom of the page).
  2. Find the tab you want to delete. Click its bomb icon ().

Select Objects

The Select Objects Editor page allows you to define and edit the entries that appear in drop-down lists throughout SL1. For example, you can define the list of entries that appear in the Cause field that appear when a user resolves a ticket. The user then selects one of the entries (for example, hardware failure) when resolving the ticket.

You can use the Select Objects Editor page to customize the following fields that appear in the Organizational Administration panel:

  • Critical Contact field in the Account Permissions page.
  • Key Role field in the Account Permissions page.

Both fields appear in the Critical Contact pane in the Organization Properties page.

The following sections describe how to define, edit, and delete select objects.

Defining an Entry for a Select Object

To create a new entry for the Critical Contact drop-down field or Key Role drop-down field:

  1. Go to the Select Objects Editor page (System > Customize > Select Objects).
  2. In the Select Objects Editor page, click the Reset button to clear any values from the Editor pane.
  3. In the Filter drop-down list, select:
  • Organization: Critical Contact
  • Organization: Role
  1. The Registry pane displays a list of all the existing entries in that drop-down field.
  2. In the Editor pane, you can enter an additional value in the Definition/Value field. Click the Add button to save the new entry.
  3. The new entry will now appear as an entry in that drop-down field for all users.

Editing an Entry for a Select Object

In the Select Objects Editor page, you can edit an entry in a drop-down list. To edit an entry in a drop-down list:

  1. Go to the Select Objects Editor page (System > Customize > Select Objects).
  2. In the Select Objects Editor page, use the Filter drop-down list to select the page and drop-down field that you want to edit (either Organization: Critical Contact or Organization:Role).
  3. The Select Objects Registry pane displays all the entries defined for the selected drop-down field. Find the entry you want to edit and click its wrench icon ().
  4. The Editor pane (at the top of the page) is populated with values from the entry you selected. You can edit the following fields:
  • Definition/Value. The entry that appears in the drop-down field.
  • Deprecate. If you select this checkbox, the current entry will no longer appear in the drop-down list for its field. In instances of a page where this entry is already selected, the entry will still appear as the selected value for its field. In instances of a page where this entry is not selected, it will no longer appear in the drop-down list for its field.
  1. Click the Save button to save your changes.

Deleting an Entry for a Select Object

In the Select Objects Editor page, you can delete an entry for a drop-down field. To delete an entry in a drop-down field:

  1. Go to the Select Objects Editor page (System > Customize > Select Objects).
  2. In the Select Objects Editor page, use the Filter drop-down field to select the page and drop-down field that you want to edit.
  3. The Select Objects Registry pane displays all the entries defined for the selected drop-down field. Find the entry you want to delete and click its bomb icon ().