Add widget to SharePoint site
Note
If you are using Plumsail HelpDesk with version older than 2.1.42, please follow this link to learn about the HelpDesk Legacy Widget.
Table of contents
Enable automatic sign-in for a widget
After installing a HelpDesk site, you need to approve an API access request to enable automatic sign-in for the widget. The Plumsail HelpDesk SPFx package will then be able to read the SharePoint users’ accounts and display tickets in the widget for a specific user.
Note
You should have SharePoint admin permissions to perform further actions in the SharePoint Admin Center.
Go to the SharePoint Admin Center (yourdomain-admin.sharepoint.com).
Then expand the “Advanced section” and click on “API access”.
You’ll see a pending Plumsail HelpDesk request. Select it and click the Approve button to approve the request.
Note
If you remove the HelpDesk API access, to regain it, you will need to re-upload the HelpDesk SPFx package to the SharePoint app catalog and re-approve the API access request.
Creating widget configuration
Open HelpDesk site and navigate to the Settings tab using the left navbar. Click on the Widgets button.
To create a new widget, click on the + New widget configuration button. You can also edit any existing configuration by clicking on the name of the widget. Please note that editing the widget configuration applies to every existing widget with this configuration.
Provide a Title for the widget, choose “For SharePoint” as its Type and click Configure tickets feature to open additional settings.
These are the tickets feature settings.
Ticket create form. Turn it off if you don’t need to create new tickets in the widget. Requesters will only be able to see their existing tickets. You can place the ticket creation form on another page instead.
Ticket views. You can set how many Tickets per page the widget will have for a certain view. The Display fields property specifies what information about tickets will be exposed on the widget list. Just start typing the name of a field and pick it up from the dropdown list. Creation of custom views is also available and described in this article. To include private comments from a ticket to the widget view activate the option Include private comments.
Note
Display fields are cached for 30 minutes for optimisation purposes. You will need to clear browser cache to apply your changes immediately.
Customize forms. You can change the default widget forms using Plumsail Forms product. Follow our documentation.
Adding widget to modern SharePoint page
After saving the widget settings, a configuration ID for SharePoint will be generated — copy it for inserting into the web part on a page.
Navigate to a page where you’d like to place a widget.
Pick Plumsail HelpDesk Widget web part from the menu to add it to your page:
Once you added the web part you need to configure it. Just copy ‘Configuration ID for SharePoint’ from the widget configuration form, open the widget settings and paste it to the corresponding web part property.
Publish the page. Your HelpDesk widget is ready to use. When a user opens the page with the widget, it automatically detects the user’s account and shows only their tickets. Click on a ticket to open the details.
Creating tickets
To create a new ticket, go to the Create Ticket tab, enter a subject and message, and optionally attach files.
Learn More: