Settings

Customize

Appearance

 

Determine the look of various elements throughout your SysAid interface. Note that you can always return to the SysAid appearance defaults by clicking Return to Default.

 

 

 

Click on a heading to expand a section. Click again to collapse that section:

 

Grid record per Page

This drop-down list determines how many rows appear in a list page, such as the Asset list.

 

Wrap headers in list

If checked, the header row in lists allows for multiple lines of text in the case of a long header, making for a narrower column. If unchecked, headers appear one row only, no matter how long they are.

 

Maximum Items in Drop-down List

You can choose the maximum number of items that appear in a drop-down list. When more items than the maximum appear in a list, there a more... option in the list that opens a more comprehensive list in a pop up window. The number of items must be between 5 and 100.

 

Maximum Items in advanced drop-down

You can choose the maximum number of items that appear in the advanced drop-down lists appear that appear in SysAid. When more items than the maximum are added, you see an option to open an advanced search in a separate pop up window. The number of items must be between 10 and 200.

 

Number of assets to show in Asset Groups

Controls the maximum number of assets you displayed on the Asset Groups page under Asset Management.

 

 

Auto Refresh Interval

Determine the interval at which SysAid auto refreshes.

 

Customization Panel

The Customization panel is an blank bar above the Navigation Menu. This panel can be used to add any additional content to SysAid (Full Edition only). Set if the customization panel is either None (disabled), Open (by default), or Closed (by default). To edit the content of the customization panel follow the steps below under HTML File customization and modify the header.html file.

 

Set the Navigation Menu color theme.

 

These fields allow you to change the main SysAid logo and the SysAid logo that appears on the end user chat console. There are two options for changing the logo:

    --Either--

  1. Enter a valid image URL.
  2. Click Save.
  3. --Or--

  4. Click Select. This opens the Upload Logo screen.
  5. Click Choose file and select the desired logo file.
  6. Click Upload. This closes the Upload Logo screen.
  7. Click Save.

Note: Your logo must be either a .png, .jpg, or .gif file. Its dimensions should not exceed 200x30 pixels for the main logo and 108x37 pixels for the chat logo.

 

HTML Files

SysAid Full Edition supports HTML customization for certain pages. To customize HTML in SysAid:

  1. If you already have customized HTML files, click the link to download existing customized html files. Save this .zip archive to your computer.
  2. Click the link to download the source HTML files. The HTML files come in a .zip archive.
  3. Extract the source HTML files and edit them to meet your needs.
  4. If you've uploaded customized HTML files in the past, add the newly modified HTML files to the .zip archive you downloaded in Step 1. If this is your first time uploading HTML files, save the files to a new .zip archive.
  5. Return to SysAid and click Select on the line with HTML Files Location. This opens the Upload HTML Files screen.
  6. Click Choose file and select the .zip file with your customized HTML.
    Important: Each time you upload HTML files, you must upload all HTML files you've customized. Any files that you customized in the past but do not upload now are DELETED!
  7. Click Upload. This uploads the HTML files and closes the Upload HTML Files screen.
  8. Click Save.
  9. Click Reload Templates to apply your changes.

 

Important: Every time you upload customized HTML files, all previously customized HTML files are deleted. Therefore, the .zip archive you upload MUST include all HTML files that you intend to use. If you upload an archive that includes only files you've changed, all files you did not upload are DELETED.

 

Alternative instructions for customizing HTML pages in SysAid can be found here.

 

You can disable customized HTML without deleting your files by unchecking the box HTML Files Location and clicking Save.

 

Note: SysAid Basic Edition supports HTML customization for only one file: submit-service-request.htm

 

Sound for New incoming SysAid Chat, Sound for End User Reply in SysAid Chat

SysAid allows you to choose the sound that plays whenever a new chat is initiated and whenever an end user replies in an existing chat. Click Select to upload an appropriate sound file in .swf format. Alternatively, you may uncheck the boxes and SysAid does not play any sound. Make sure to click Save after making changes.

 

Display News

If this is unchecked, the news items is not displayed in the Announcements list on the administrator side of SysAid and the news box on the End-User Portal is hidden.

Display 'Switch to List view' link in Knowledge Base page

Check this box if you would like administrators and end users to be able to switch to the list view for Knowledge Base/FAQ articles. (This view was the default view in SysAid version 8.5.)

 

User name Display Method

This setting allows you to choose how usernames are displayed anywhere they appear in SysAid. The available options are: Username only, First and last name, Login name - first and last name, Last and first name, Login name - last and first name, Display name, Login name (domain\username), First and last name – email address, and Email address - first and last name.

 

Note: Display Name is configured per user from User Management. When you have the User/Administrator form open, you need to add the Display Name field to the form by clicking (for more information see Customize Forms). Display Name can also be imported from LDAP. If user name display method is set to Display Name, but the Display Name field is blank for a particular user, User Name is used instead.

 

The behavior of notes fields with an "Add a note" button

This affects the behavior of all the Notes fields that contain the Add a note button throughout SysAid. (Custom notes fields are not affected.)

 

The location of text added to a notes field

When adding notes using the Add a note button, you can choose whether to have the notes added at the beginning or at the end of the notes field.

 

Allow notes to be added only by using the "Add a Note" button

If this is enabled, the Notes field is read only. This means that a) the only way to add a note is by clicking Add a note and that b) notes may not be deleted once they've been added.

 

Secure against cross-site scripting by modifying the "<" character

If this is checked, anytime the "<" is entered into a text field in SysAid that is not supposed to contain scripts, SysAid automatically changes the character to prevent scripts from accessing the database.

 

By default, the "<" character is changed to a curly bracket "{ " but you can change this setting in text properties.

Navigation arrows alignment in EUP

Determine if the End-User Portal's navigation arrows are aligned to the right or the left of the screen.

 


 

Click Save to keep your new preferences. Click Return to Default to restore all options on this page to the SysAid defaults.