How to Create & Manage Custom Actions (New UX)
Modified on Thu, 11 May 2023 at 03:04 AM
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- Release Information
- Getting Started with Customer Care
Getting Started with CoreView
- Configuration Overview (New UX)
- Configuration Overview
- Creating CoreView Tenant Administrators (New UX)
- Creating CoreView Tenant Administrators
- CoreView Operator Uses Cases & Dependencies
- Creating a License Pool
- Understanding Virtual Tenants
- Frequently Asked Configuration Questions
- "Send As" DNS Requirements for CoreAdoption Campaigns (Optional)
- How to enforce MFA on CoreView service accounts
- Creating a License Pool
A Quick Tour of CoreView
- A Quick Tour of the CoreView Interface
- Introducing the CoreView New User Experience
- CoreView New UX FAQ
- CoreView Dashboards
- Using CoreView Reports
- How to use CoreView Management Actions (New UX)
- How to use CoreView Management Actions
- Understanding CoreView Releases
- Creating your first Workflow - A Practical Exercise
- Introducing the new site for Partner customer management
- How to check and analyze the Message Trace
- How To Configure Email Forwarding
- How to convert a Shared Mailbox to a User Mailbox
- How to convert a user mailbox to a shared mailbox in Exchange Online
- How to Create Microsoft 365 Groups for Improved Collaboration
- How To Create Shared Mailbox
- How To Create User Mailbox
- How To Grant Access To Mailbox
- How to List all the Mailboxes a User has access to in Microsoft 36
- How to remove delegates from Mailbox
- How to remove user access to Mailbox
- How to review and manage Exchange online mailbox permissions
- How to verify if a user has updated the Password
- Read Permission for Mailbox
- What are security groups and How to create it
- What is a Distribution Group and How to create it
- Exchange Online
- Custom Actions Library
- Getting Started with CoreHybrid
Understanding CoreView - Quick Start Guides.
- CoreView Quick Start Guide Overview and Index - Tenant Admins
- CoreView Quick Start Guide Overview and Index - Operators
- Understanding CoreView Tenant Configuration – Management
- Understanding the CoreView Operator Profile
- Understanding CoreView Operator Roles
- Understanding CoreView Operator Delegation
- Understanding CoreView - Report Column Filtering
- Understanding CoreView - The User Interface
- Understanding CoreView Tenant Configuration - V-Tenant User Filters
- Understanding CoreAdoption – Templates and Campaigns
- Understanding CoreLearning - Content Hierarchy
- Understanding CoreView Tenant Configuration - Portal Information
- Understanding CoreView Tenant Configuration - CoreLearning
- Understanding CoreView Tenant Configuration Options
Troubleshooting Common Issues
- Unable to see OneDrive, SharePoint and Exchange Data (New UX)
- Unable to see OneDrive, SharePoint and Exchange Data
- Remote Office 365 PowerShell session can Conflict CoreView Management Actions
- Why I cannot save the changes on existing License pool?
- Error when attempting to perform a Management Action (New UX)
- Error when attempting to perform a Management Action
- Unable to modify the Assigned Licenses in my License Pool Report
- Enabling Permission for Endpoint Manager Actions (New UX)
- Enabling Permission for Endpoint Manager Actions
- How to enable permission for BitLocker keys report (New UX)
- How to enable permission for BitLocker keys report
- How to recreate Admins Read-only (New UX)
- How to recreate Admins Read-only
- How to add an operator to the portal?
- How to enable and configure CoreView management session (New UX)
- How to enable and configure CoreView management session Current UX
- How to provide a consent to activate Azure AD Reports Feature and activate Partial Import?
- Tips & Tricks: Leverage Pivot Reports to Prototype License Pool Criteria Filter
- Tips & Tricks - How to manage email notifications for newly added Operators.
- Disable MFA from Read Only Service Accounts
- How To: Report on "Consumed Portal Licenses" (New UX)
- How To: Report on "Consumed Portal Licenses"
- How to Configure Allowed IP Addresses for CoreView Service Accounts
- Tips & Tricks: How to merge License Pools
- How to Use CoreView's Global Report Filters
- How to use the What If tool to check Azure AD conditional access policies
- How to Configure Allowed IP Addresses for CoreView Service Accounts
- How to Archive a Teams Group
- How to Restore a Teams Group
- On-demand Import for a Single Device in Endpoint Manager (Intune)
- Custom Actions using the Microsoft Graph API
- How to set up your tenant for the switch to Microsoft Graph API
- GraphAPI configuration: How to get Client ID and Client Secret
Reporting and Analytics
- How do I Check and Manage Calendar Permissions for a User? (newUX)
- How CoreView can help you with your Microsoft 365 Chargeback Goals.
- New UX: Understanding the new License Centers
- Understanding the Savings Opportunities Dashboard
- Understanding the License Optimization center
- Understanding License Pool Snapshots report
- Understanding Call quality dashboard
- Understanding Call quality report
- Understanding User call quality report
- Understanding Teams groups activity report
- Understanding Teams Adoption Growth Report
- Understanding Endpoint Manager reports
- Understanding Teams dashboard
- Understanding Risky Users report
- Understanding KPI dashboard
- Understanding Storage Dashboard
- Troubleshoot Active Users (License Usage) data
- Legacy Protocol Management
- Report Columns: Is active 30/60/90
- Quarantined Messages Report - Understanding The Reports
Managing and Administration
- Teams Voice: Direct Routing Support
- How to enable management function?
- CoreView Playbooks Overview
- CoreView Playbook Policy Overview
- Forward SMTP Address vs Forward Address management actions
- How to add the users in bulk while executing Users management actions?
- How to Create & Manage Custom Actions (New UX)
- How to Create & Manage Custom Actions
- How to schedule a report to be sent automatically, and how to modify its scheduling options?
- How to schedule an alert report for the License Count
- Tips & Tricks – How to read and modify license pool report?
- Overview of CoreView Workflow
- How to delegate Workflow management using roles
- How to configure CoreView and ServiceNow integration
- How to Enable Multi Factor Authentication for Operators and Admins who Access the CoreView Portal (New UX)
- How to Enable Multi Factor Authentication for Operators and Admins who Access the CoreView Portal
- How Can I Migrate from Group-Based Licenses to Direct Licenses Managed by CoreView?
- Naming convention rules
- Custom Actions: Forbidden and Warning Values
- How to add users to Distribution Group in bulk using via CSV
- Not able to manage licenses error (New UX)
- Not able to manage licenses error
- Using custom action json output as an input in the workflow
- Setting the Sensitivity Label on SharePoint as a Mandatory Field
- DistinguishedName vs OnPremisesDistinguishedName
Customer Engineering Workshop
- Migrating from Azure Group Based Licensing to CoreView
- Customer Engineering Workshop - Teams Voice
- Customer Engineering Workshop - Playbooks – policy, perfected
- New UX Workshop - General Overview Session 2
- New UX Workshop - General Overview Session 1
- What’s new in License reporting – the new user interface and the License Center
- CoreView and ServiceNow – Integrating Workflows with ServiceNow
- Advanced Workflows & Custom Actions
- Customer Engineering Workshop: Reports, Dashboards, and Alerts
- Limiting M365 Admin Access with Permission Roles, V-tenants, and License Pools
- Customer Engineering Workshop Global - Group Licensing with CoreView
- Customer Engineering Workshop Global - Filters and Custom Actions
- Understanding CoreView - Quick Start Guides.
- Internal Customer Care Resources
- Service Issues
CoreView Product Manual
- KPI Dashboard
- Operational Reports
- License Reports
- User Reports
- Mail Traffic Reports
- Exchange Reports
- Skype for Business Reports
- Teams Reports
- Group Reports
- Device Reports
- Endpoint Manager Reports
- Security reports
- SharePoint Reports
- Aggregation Reports
- OneDrive Reports
- Yammer Reports
- Report Actions
- Getting Started with CoreLearning
- Getting Started with CoreScan
- Getting Started with CoreTag
- Getting Started with CoreSaaS
- Learning Platform
This article will cover how to create and manage custom actions in CoreView.
Note: Some knowledge of PowerShell may be required.
Follow these steps to create a custom action:
- Log into the portal
- Select the Manage tab
- Expand the Actions section
- Click on “Manage custom actions”
- Click Add New
- Add a title and a brief description.
- In the target section you define the Custom Action target, choose one of the available targets from the drop-down list.
Note: The virtual tenant is not applied on a target free custom action (Target None).
- Once you chose a target, you can add columns to the table and also filter them by clicking on the textbox above columns and choosing the filter that you want to apply
Note: Operators will perform the custom action won't be able to change these filters set by tenant admin during custom action configuration.
- In the Input tab you can set the Variables coming from the previous table. They can easily be added or deleted by clicking the icons next to the names. The variables will be automatically embedded in the PowerShell script.
- In the Script tab you need to add your Powershell script. Once added, the parameters and variable will be automatically embedded in your script.
When we execute a custom action, it is essential that all the channels of the management session are connected otherwise the custom action will fail. Alternatively, you can specify the channel the custom action needs to its execution.
For example, if a custom action needs only Exchange channel is sufficient to set this tag into the PowerShell script:<#
These are the possible values:
Now, you can save it as a Draft and run a preview of the action. The preview option is available only for the Admin who generates the Custom Action.
- Once you're ready to submit the Custom Action, hit the Submit button. Our team will review and approve/reject the Custom Actions to verify that they have no security or performance impacts on CoreView platform.
Once the action has been approved, you can publish it, so, it’ll become available in the wizard within the custom actions category and they are ready to be used in the workflow as well.
You will be able to manage it in the same way as any other Management Action by using Virtual Tenants and/or Manage Permissions.
Here are connections currently supported:
- Exchange Online
- Exchange on premises (Hybrid Agent needed)
- Active Directory (Hybrid Agent needed)
- Azure Active Directory
- Microsoft Teams
- Skype for Business
- Security and Compliance
- Sharepoint (Feature Flag needed)
Note: if you need to create a custom action that will perform onpremises exchange commands you need to add the prefix O365. The prefix parameter is essential to avoid name conflicts that may occur when a different module has the same command name. i.e.: Get-Mailbox will become in CoreView Get-O365Mailbox
Required PowerShell Versions
CoreView only supports specific versions of PowerShell. Please ensure that your script has been tested against the following versions.
Note: Microsoft has announced it is deprecating AzureAD and MSOnline cmdlets in late 2022. If you are leveraging these, please look to change your scripts to leverage the Graph API instead. Microsoft provides documentation to help assist in mapping current functions to new ones.
Can I edit or delete a Custom Action?
At this stage, it is not possible to edit or delete a custom action that was already reviewed. The custom action can be edited or deleted only in Draft status.
What is the role required to create a custom action?
Only operators with tenant admin role will be able to create a custom action.
I just created a custom action, and it is in a submitted state now. What does it mean?
It means that the team received the request and within 24 hours will be reviewed for security and performance impacts and approved/rejected.