How do I create/implement a Custom Form Group?

Document ID : KB000010422
Last Modified Date : 14/02/2018
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When using Service Desk Manager, the need for custom form groups may arise. Custom Form groups are useful for allowing certain forms to be displayed, depending on what role the logged in user is tied to. Here are the steps to create and use a Custom Form group and assign it to a new role:


1- Open WSP (Web Screen Painter) 
2- Open the required form. For this example we will edit detail_cr.htmpl 
3- Click on File --> "Save As" 
4- Click on "Add Form Group" 
5- Enter the name for the new form group, e.g. "Analyst_Manager" (do not use spaces) 
6- Click on "Save As" 
7- Click on File --> Publish 
8- Login to SDM as an Administrator 
9- Click on the Administration tab 
10- Go to Security --> Role Management --> Role List 
11- Click on "Create New" 
12- Enter Name and Code. Select Analyst_Manager from the "Customization Form Group" dropdown 
13- Click on tab "Additional Information" --> Web Interface 
14- Select Analyst from the "Web User Interface Type" dropdown 
15- Click on Save 
16- Click on tab "Resources" --> Tabs --> Update Tabs 
17- Select the appropriate tabs for this new role, e.g. "Service Desk tab with full menu and scoreboard" 
18- Click OK 
19- Go to Security --> Access Types and select the access type you want to add this role to. 
20- Click on tab Roles --> Update Roles 
21- Select the new role and add it to the list at the right. 
22- Go back to WSP, perform the changes required for this new form and Publish.