Cireson Portal

User Guide: Add-In - Hide Templates

Add-Ins 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 Templates 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 12.0.0 of the Cireson Portal. It is recommended you are using that version or higher with this Add-In

 

Hide Templates Summary

The Hide Templates Add-In allows for templates in the +New drawer to be hidden based on a list of configurable prefixes. The Hide Templates Add-In works best with templates that follow a solid naming convention. For example, "Company - Type - Class - Name" where 'Company' would be your standard Company prefix, 'Type' is a grouping to show or hide this templates (Request Offering Template, Automation Template, New Drawer Template etc), 'Class' is the SCSM class the template is a type of and 'Name' is the Template Name.

 

Note: This Add-In will auto hide all Out of Box Templates such as "Incident portal template" or "Publish Offering". You can configure the settings to hide further Templates.

Each setting for the Add-In is as follows:

Key

Description

Default Value

PrefixesToHide

A comma separated list of prefixes to be used for targeting templates to hide from the +New drawer

PrefixToShow

A prefix to be used for targeting templates to show in the +New drawer

 

PrefixLength

The number of characters to remove on show templates to remove prefixes and clean up the view

0

 

Testing and Validation

  1. If experiencing issues, refer to KB Article 2568 here for overall Add-Ins troubleshooting steps

  2. Run through the Add-In’s functionality with default settings.

    1. Verify the following:

      1. In the developer console (open up a browser > dev tools > console), you see that the Hide Templates Add-In is loaded

  3. 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

With the Add-In disabled and the naming convention is configured, the +New Drawer looks like the following. Even the Out of Box Templates are shown.

With PrefixesToHide set to "Contoso - Request Offering Template - ", the template "Contoso - Request Offering Template - SR - Hardware Request" is hidden so that it can no longer be selected.

With PrefixToShow set to "Contoso - New Drawer Template - ", the template "Contoso - New Drawer Template - SR - Quick Service Request" is still shown.

With PrefixLength now set to 37, (the length of "Contoso - New Drawer Template - SR - "), that amount of characters is removed leaving the list looking very clean. Even the "SR - " is removed which is not part of te PrefixToShow to allow for different template classes to use the same settings.

 

Versions

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