DOCUMENTATION (CURRENT)

v8.x Documentation v6.x-v7.x Documentation

Custom HTML tab

Creates a custom HTML snippet to use for a custom action.

Custom HTML tab — Figure: Custom HTML tab

Background and Setup

Examples

(External) Modern Work Center - Custom Actions Framework
Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Prerequisites

An HTML file.
For more information, refer to Add HTML File screen.
Sign in with an AgilePoint NX account that has the Administrators role.
AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v8.0 Software Update 2 or higher.

How to Start

Click Settings.
Click Work Center.
On the General screen, click the Custom Action tab.
On the Custom Action screen, in the left pane, expand the Shared Resources tab.
On the Shared Resources tab, click HTML > Select an HTML file.

Fields

Field Name	Definition
HTML editor	Description: Specifies the HTML code snippet to use for a custom action. Allowed Values: More than one line of text. Format: HTML Default Value: None Limitations: These elements are not supported in this field: <html> <body> <head> <style> <meta> <link> <title> These requirements apply to images used in custom actions: Images must be stored in a web server or cloud storage location accessible through HTTPS that AgilePoint NX can access. Images cannot be stored on a local file system, such as your local machine or the AgilePoint Server machine. Images must be referenced with an absolute URL.
Save	Function: Saves the changes to the HTML file.
Cut	Function: Cuts the selected code from the file.
Copy	Function: Copies the selected code.
Paste	Function: Inserts the copied data at the specified location. You can paste from files or other sources outside of AgilePoint NX.
Undo	Function: Removes the last text entered in the file.
Redo	Function: Cancels the last undo action.
Export	Function: Downloads the custom HTML file embedded in a JSON file to your local machine. The JSON format is required for users to import into Agilepoint NX.
Run	Description: Shows a preview of the HTML file on the Preview pane.