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Where are you?
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Files (uploads)
Go to Ultimate menu → Files. Upload and administer files here.
You can use these files in HTML modules, present files as images, or download links.
Anonymous portals
Anon. portals are enabled in Permissions on per portal basis. If at least one portal is enabled, then the /portals page (and portal page) can be viewed without a user has been signed in. Other portal pages cannot be viewed.
A signup button is available in the top right corner (if public signup is enabled in the Service Desk configuration).
When a user wants to create a request, the form is prepended with a "email" field. Captcha is also enabled. When the user submits, the user (email) is instantly created with a random password, and reporter of the request is set to newly created user. The user is taken to the request details (and logged in), and a reset password email is sent.
The caveats are: knowledge articles cannot be shown.
Note: if your project is limited to customers who are added to the project, you need to add the UltimateTheming.AnonymousSDUser to that list.
Request Types visibility
The request types of a portal can be restricted wrt. visibility. (Sys)Admin goes to any portal, then in the Ultimate menu, Request types visibility can be clicked. A request type can be restricted to groups and/or organisations (at least one should be fulfilled to be able to view). A request type also can be disabled. If nothing is set for a request type, then it's visible.
Categories based view of portals
This is on the main page (/portals) module.
Go to the /portals page. Click edit below the list of portals. (Or if you have enabled ”Module based” design, you first need to click Edit in the top, before you can edit the module.)
A window opens where you can group the portals into categories, and then the portals are shown in a tab view instead.
You can sort the portals to change the order of things. Other options are also available.
Modules
Each page has a default module (containing content that would be shown if a module based design was not used). Some of those has editable options.
List of portals / Category view
Read above about "Categories based view of portals".
Request list (all requests, current requestt and so on)
Read about this module above in "Additional request fields, search fields, csv export and sorting".
HTML (upload images, or link to files)
Use source editor or the Rich Text Editor to create HTML. You can show uploaded images as well, and link to uploaded files.
Announcement
Show an announcement on the page.
Search bar
Applicable on all pages. It shows a search bar (equivalent to the standard one).
Recent portals, popular portals
Modules that shows recent selected portals, and popular portals. These are applicable on most pages.
Request details + requests actions
On the page showing request details, you can add a module that shows additional fields, actions and such. This is great to put in a side bar. When inserted, it will automatically take the share and actions from the main module.
Global javascript/css
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Introduction
The global system settings can be accessed from the Help Center page or from a specific portal
The link structure will normally be:
Helpcenter: http://mybaseurl.com/servicedesk/customer/portals
Portal: http://mybaseurl.com/servicedesk/servicedesk/customer/portal/1
Global JavaScript/CSS
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The app allows you to insert javascript and css.
Info |
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JS will be evaluated when a page is loaded. CSS is injected automatically. |
For javascript you have some variables available:
window.AJS.$ - contains a jQuery selector
window.ULTIMATE_SERVICEDESK_LOCATION - this contains info about the current location/page.
Note |
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If you unfortunately input js/css that make the page not load, then add the following parameter and value to the URL: ?globaljs=false or ?globalcss=false. This will make the js/css not load. Then correct your js/css and try reloading the page without the parameters. As a last resort, if page still fails to load because of js/css, then call the following urls to clear the content (js or css):
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A good template for adding JS is this:
Code Block |
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(function(){ if(window.CUSTOM_CODE_LOADED == true) { return; } window.CUSTOM_CODE_LOADED = true; your_start_code_function_call() window.Portal.Api.on("pageLoaded", function(){ console.log("do stuff on new view, e.g. check if missing to insert text") your_code_on_new_view() }) })() |
Edit footer content
Files
Go to Ultimate menu → Files. Upload and administer files here.
You can use these files in HTML modules, present files as images, or download links.
Delegated project admin
Go to permissions, and enable it. When enabled, project admins can edit portal pages that belongs to the project.
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Global are the ones the (sys)admin uploaded. User files are the one that the user (project admin) uploaded.
Request Types visibility
The request types of a portal can be restricted wrt. visibility. (Sys)Admin goes to any portal, then in the Ultimate menu, Request types visibility can be clicked. A request type can be restricted to groups and/or organisations (at least one should be fulfilled to be able to view). A request type also can be disabled. If nothing is set for a request type, then it's visible.
Categories based view of portals
This is on the main page (/portals) module.
Go to the /portals page. Click edit below the list of portals. (Or if you have enabled ”Module based” design, you first need to click Edit in the top, before you can edit the module.)
A window opens where you can group the portals into categories, and then the portals are shown in a tab view instead.
You can sort the portals to change the order of things. Other options are also available.
Modules
Each page has a default module (containing content that would be shown if a module based design was not used). Some of those has editable options.
List of portals / Category view
Read above about "Categories based view of portals".
Request list (all requests, current requestt and so on)
Read about this module above in "Additional request fields, search fields, csv export and sorting".
HTML (upload images, or link to files)
Use source editor or the Rich Text Editor to create HTML. You can show uploaded images as well, and link to uploaded files.
Announcement
Show an announcement on the page.
Search bar
Applicable on all pages. It shows a search bar (equivalent to the standard one).
Recent portals, popular portals
Modules that shows recent selected portals, and popular portals. These are applicable on most pages.
Request details + requests actions
On the page showing request details, you can add a module that shows additional fields, actions and such. This is great to put in a side bar. When inserted, it will automatically take the share and actions from the main module.
Designing pages in Jira Service Management
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