Add Custom Service

Xenial Portal Settings and Tools

To add a custom service integration for a site on the Xenial Portal:

Step 1: Add Custom Service

  1. From the Settings and Tools menu, select Custom Services.

  2. Select Add Custom Service.

  3. In the Service Name field, type the name of the service.

  4. In the Description field, type a description of the service.

  5. In the Service URL field, type the integrator-provided URL to which this service communicates.

Step 2: Define Custom Fields

To add additional information about the service:

  1. From the menu pane on the left, select Custom Fields.

  2. Select +Add New Section.

  3. In the Section Name field, type a name for the new section.

  4. Select Create.

  5. Repeat steps 2-4 to add as many sections as needed.

    The following controls are displayed next to each listed section:

    Control

    Description

    pencil icon

    Edit the properties of the section.

    single up arrow

    Move the section up one level.

    single down arrow

    Move the section down one level.

    grey "x"

    Remove the section.

Step 3: Add a Field to a Section

  1. Inside the section, select +Add New Field.

  2. From the Type dropdown, select the type of field to add:

    Field

    Description

    Text Entry

    A field where text is typed. The maximum field value for a text field is 1024 characters

    Toggle

    An option to toggle On/Off

    Drop Down

    A dropdown from which the user selects the desired option

  3. In the Label field, type a name for the field.

  4. Toggle Required to On if the user is required to type (or select) a value in the field.

  5. In the Help Text field, type an instructional note to help the user understand the purpose of the field.

  6. In the Placeholder Text field, type the text to display in the field when the section is first opened. The user replaces this text when they type their own value in the field.

    • A preview of the new field is displayed in the Preview section.

  7. Select Save.

    • Repeat these steps to add additional fields to the section as needed.

    • The following controls are displayed next to each listed field.

      Control

      Description

      dot menu

      Select and drag the field to a new location in the section.

      pencil icon

      Edit the properties of the field.

      grey "x"

      Remove the field from the section.

Step 4: Save the Section

  1. Repeat steps 2-3 to add additional sections and fields as needed.

  2. Select Save.