iService User Guide

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Tenant Specific Forms

You can include your own custom forms in the Custom Forms menu in the left navigation. Your forms can either be designed to load inside the iService web interface, or as standalone forms outside of the interface.

If you want your form to load inside the interface like other iService pages, you must use the default form as a starting point. This default form includes the overall structure of the iService website, including the top panel and navigation menus. Since these forms load inside the iService website, they typically require a login and can't be used outside of the main interface.

Adding forms to the left navigation menu

There are two steps to creating a custom link in your left navigation menu. First, create the form that contains the links. Then, add that form to special placeholder in the Websites settings page.

Create your form with links for the menu

Create a new form and set the form name to agentapp-plugins-body. Note the ID of the form that you create, which will be used in the next step.

Use this code example to create the common-menu-links.html placeholder your form.

This is the link name

</a>

</li>

</ul>

</li>

</ul>

</script>

Access rights

You can control which agents see your link using the HaveRight attribute.

ng-show="HaveRight('Tab.Top.CustomerInfo')"

Use the appropriate access right name defined in the User Types page.

Link icon and URL

You can use the included Font Awesome icons with your link. Specify the name of the icon in the class tag as shown below. In this example, the icon is the US Dollar symbol.

The URL loaded when the agent clicks the link is specified in the href tag.

This will normally be the form number of the new form that you've created. The page will open using the same window by default. You can also include links in your menu that open forms in a separate window. This might be appropriate if your form doesn't require login and is designed for people that are not logged into iService. In those cases the link is simply a convenience for agents that might need to load that form.To open the page in a new tab or window, add the target="_blank" attribute as below.

Link name

The link name is specified the same way as any other HTML achor tag.

This is the link name

</a>

Add your form to the Websites settings page

Load the website that will display your link. Navigate to the Builtin Forms section of Website Details and set the form ID.

Setting the form ID in the Websites page

Using the default form for an integrated page

To include your content into the default layout, use the example below.

<!DOCTYPE html>

<head>

$include -placeholder'agentapp-form-head' -indent' '$

<style>

/* CSS here */

</style>

</head>

$include -placeholder'agentapp-form-body' -indent' '$

Your page content goes here

</div>

</section>

</script>

var app = angular.module('app', ['iService.ng', 'iService.directive', 'iService.base', 'ngSanitize', 'ngRoute', 'angularMoment']);

app.config(['iService.loggedIn', function (loggedIn) {

iservice.ProcessLogin(loggedIn);

}]);

//JS here

</script>

</body>

</html>

In some cases you might need to insert your content as an iFrame similar to below. Set the height to an appropriate size for your form. The contents of the iFrame page should be designed to be responsive to it adjusts properly for the device used.

Please enable JavaScript to view this site.

iService User Guide