PowerShell, Email, Buttons

Modified on Tue, 20 Jan at 10:14 AM

TABLE OF CONTENTS

PowerShell Scripts

PowerShell scripts can be integrated into ManagementStudio to automate tasks, streamline processes, and interact with external systems.

To configure PowerShell scripts:

Navigate to Administration → System Settings → PowerShell Scripts.
Select Add Script to create a new script, or choose an existing script to modify.
Provide a descriptive Name and set any required parameters.
Enter or paste your PowerShell code in the script editor.

PowerShell scripts may be executed in several contexts, such as:

Scripts have access to entity data via parameters. Ensure scripts are tested in a non-production environment before deployment.

Email templates standardise communications within ManagementStudio and support dynamic content via merge fields.

To manage email templates:

Specify a Name and Subject.
Compose the email content using the rich text editor.
Insert merge fields to include entity-specific data (e.g., recipient name, project details).

Templates may be used in automated notifications, workflow actions, and direct communications.

User-defined buttons allow custom actions to be triggered directly from entity records, providing tailored functionality for your processes.

To set up user-defined buttons:

Navigate to Administration → System Settings → User Defined Buttons.
Select Add Button to create a new button, or edit an existing one.
Configure the button label, icon, and visibility rules.
Specify the action to be performed, such as running a PowerShell script, launching a workflow, or opening a URL.

Buttons appear on the relevant entity screens according to your configuration. They support actions like:

Ensure permissions are configured to control button access as required.