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How to add Offboarding button in Freshservice Customer Portal

  • 16 August 2022
  • 4 replies
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Userlevel 3
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I have to add a Offboarding button next to the Onboarding button in the Freshservice customer portal. Is it possible and if so how? Please refer the screenshot to know how it should look like.

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Best answer by zachary.king 17 August 2022, 15:37

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Userlevel 7
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Hello @bhota You can do so within Helpdesk Rebranding > customize portal > layouts and pages > Page Layout. There you can add the tab to the top that has the link embedded to direct users to the service item. Just be mindful that you cannot set the tab visibility to work the same way that Employee Onboarding tab works. Meaning it will be a tab that all requesters will be able to see. Unless you perhaps add some additional logic with the logged in user, but I have not taken a look into it that far.

Hope that helps.

Userlevel 3
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Hi @zachary.king, Thanks for responding. I am not able to figure out how to add the tab. Could you please attach a screenshot so that I can understand better.

Userlevel 7
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Hi @zachary.king, Thanks for responding. I am not able to figure out how to add the tab. Could you please attach a screenshot so that I can understand better.

I will do my best, we haven’t moved to the Gen 2 Support Portal yet, but here is an example screenshot of something you could do

 

Here is the code snippet for my instance

<a href="https://yourdomain.freshservice.com/support/catalog/items/16" class="card">
<img class="elem-inline-mid" role="presentation" alt="" src="https://it.apsc.ubc.ca/sites/it.apsc.ubc.ca/files/documents/Applied%20Science%20Icons-63%20v2.png" onerror="fsImageHandler(this)">

<div class="elem-inline-mid">
<h3>Offboard Employees
</h3>
<p>Initiate the process to offboard an employee</p>
</div>
</a>

And I believe it should be added here

This was just me adding a card using the Chrome Dev Tools and editing the HTML rendered page. But hopefully that helps you some :)

Userlevel 3
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Amazing @zachary.king . This definitely helps. Thank you so much for this detailed response. 

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