User Guide: Add-In - Hide Out-of-Box Tasks

Overview

The Cireson Service Manager Portal Add-In feature is a location for pre-packaged solutions. Simply toggle a solution on, and it is active. Toggle any solution off if you no longer wish to use it. This approach allows for a streamlined, no-code approach to extensibility in the Cireson Service Manager Portal.

Note: For information about the Service Manager Portal Add-In feature and installation process, view the overview article here.

Hide Out-of-Box Download Link

The latest version (1.1.0) of this Add-In can be downloaded here.

Note: This version of the Add-In is built and tested against version 10.2 of the Cireson Portal. It is recommended you are using that version or higher with this Add-In

Summary: Hide Out-of-Box Tasks

The Hide Out-of-Box Tasks Add-In allows Portal Administrators to specify tasks they wish to hide on each out-of-box work item and configuration item form.

Each setting for the Add-In is as follows:

KeyDescriptionLeaseTasksHide out of box tasks on the Lease FormSupportandMaintenanceTasksHide out of box tasks on the Support and Maintenance FormWarrantyTasksHide out of box tasks on the Warranty FormCatalogItemTasksHide out of box tasks on the Catalog FormChangeRequestTasksHide out of box tasks on the Change Request FormConsumablesTasksHide out of box tasks on the Consumables FormCostCenterTasksHide out of box tasks on the Cost Center FormHardwareAssetTasksHide out of box tasks on the Hardware Asset FormIncidentTasksHide out of box tasks on the Incident FormInvoiceTasksHide out of box tasks on the Invoice FormLicenseTasksHide out of box tasks on the License FormLocationTasksHide out of box tasks on the Location FormNewNoticeEventTasksHide out of box tasks on the Notice Event FormOrganizationTasksHide out of box tasks on the Organization FormProblemTasksHide out of box tasks on the Problem FormPurchaseTasksHide out of box tasks on the Purchase (Line Item) FormPurchaseOrderTasksHide out of box tasks on the Purchase Order FormReleaseRecordTasksHide out of box tasks on the Release Record FormServiceRequestTaskHide out of box tasks on the Service Request FormSoftwareAssetTasksHide out of box tasks on the Software Asset FormStandardTasksHide out of box tasks on the Standard FormSubnetTasksHide out of box tasks on the Subnet FormVendorTasksHide out of box tasks on the Vendor Form

Testing and Validation

If experiencing issues, refer to KB Article 2568 here for overall Add-Ins troubleshooting steps
Run through the Add-In’s functionality with default settings.
1. Verify the following:
  1. Open up browser > dev tools > console and verify that the "Hide Tasks" add-in is loaded
As you change settings, go through the above again with browser console open
1. Verify no error messages
2. Verify your changed settings behave as expected

Examples

Example syntax for each setting: "Print,Assign to Me,Acknowledge"

The above will hide the "print" task, "assign to me" task, and "acknowledge" task on whichever form it was set.

Note: Values must be comma-separated. These settings are also case-sensitive.

Service Request form before applying settings:

Service Request form after applying settings:

Versions

This is the first release of the Add-In. Older versions will appear here as they become available.